Portfolio M — Momentum Picks
Systematic momentum strategy · updated each market session
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Market Commentary
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| Ticker | Conviction | Invested | Entry | Current | Mkt Value | P&L | P&L % | Entry Date |
|---|---|---|---|---|---|---|---|---|
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| Ticker | Conviction | Invested | Entry | Current | Mkt Value | P&L | P&L % | Entry Date |
|---|---|---|---|---|---|---|---|---|
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| Ticker | Entry Date | Exit Date | Entry $ | Exit $ | P&L | P&L % | Exit Reason |
|---|---|---|---|---|---|---|---|
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Portfolio LLM — AI Conviction Picks
AI-ranked signals with thesis · updated each session
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AI Market Commentary
| Ticker | Conviction | Invested | Entry | Current | Mkt Value | P&L | P&L % | Entry Date |
|---|---|---|---|---|---|---|---|---|
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|---|---|---|---|---|---|---|---|---|
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| Ticker | Entry Date | Exit Date | Entry $ | Exit $ | P&L | P&L % | Exit Reason |
|---|---|---|---|---|---|---|---|
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Total Trades
Win Rate
Profit Factor
Total P&L
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Best Trade
Worst Trade
Equity Curve (from closed trades)
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| Ticker | Conviction | Invested | Entry | Entry Date | Current | P&L | P&L % | Rank |
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| Ticker | Conviction | Invested | Shares | Entry | Entry Date | Current | Mkt Value | P&L | P&L % |
|---|---|---|---|---|---|---|---|---|---|
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| Ticker | Price | Status | Exit Strategy | Amount ($) | Limit Price | Invested | Unrealized P&L | Added | Actions |
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Charts — EMA10 + MACD
A — 1H 30 days
B — 4H 60 days
C — Daily 90 days
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Entry: SPY EMA10 > EMA50 · Sector ETF bullish · Price > EMA50 · EMA10 > EMA20 · RVOL ≥ 0.8 · Score ≥ 60 · MACD > 0 · F&G gates
Entry: SPY EMA10 > EMA50 · Sector ETF bullish · Price > EMA50 · EMA10 > EMA20 · Score ≥ 80 · MACD > 0 · F&G gates
Entry: EMA10 > EMA20 · Price > EMA50 · RVOL ≥ 1.0 · MACD > 0 · Breakout above 20d high
Step 1 — Mechanical: Price > EMA50 · EMA10 > EMA20 · RVOL ≥ 0.6 · Score ≥ 80 · MACD > 0
Step 2 — AI ranking: LLM ranks by expected return with conviction and position sizes
Step 2 — AI ranking: LLM ranks by expected return with conviction and position sizes
Filter Conditions
Position Sizing
AI Configuration
✓ Key from .env
⚠ SPY not bullish
SPY (Market Gate)
Market Fear & Greed
Bullish Sectors
Bearish Sectors
Sector Fear & Greed
| Ticker | Sector | Price | SPY | Sector | MACD | F&G | Stk F&G | ATR | Sortino | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| Ticker | Sector | Price | SPY | Sector | RVOL | Score | MACD | F&G | Stk F&G | Failing |
|---|---|---|---|---|---|---|---|---|---|---|
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AI Market Commentary
Recommended Invest
Target Return
Hold Period
Price
RVOL
Momentum
Sortino 20d
Key Risk:
Exit:
SL ×ATR ·
TP +% ·
Trail %
· EMA cross
· LightGBM
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LightGBM Exit Parameters
Guard Rails
× ATR
%
% trail
Results —
Monte Carlo Distribution
Prob of Profit
Final Equity (median)
Walk-Forward Folds
| Fold | Trades | Win% | Return% |
|---|---|---|---|
Backtest Report
Exit Reason Breakdown
| Exit Reason | Trades | Win% | Avg P&L% | Total P&L |
|---|---|---|---|---|
All Trades
| Ticker | Entry | Exit | Entry $ | Exit $ | Return % | Exit Reason |
|---|---|---|---|---|---|---|
Past Backtest Runs
| ID | Plan | Period | Trades | Win% | Return | Max DD | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Excel |
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GAP Strategy — Price Action Gaps
Gap-down detected when previous day's low > current day's high (≥ 0.8%). P1 — price inside gap zone. P2 — within 2% below entry. Live prices refresh every 5 min.
Gap-down detected when previous day's low > current day's high (≥ 0.8%). P1 — price inside gap zone. P2 — within 2% below entry. Live prices refresh every 5 min.
Open Positions
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| Ticker | Entry | Stop Loss | Take Profit | Shares | Live | P&L | Status | Action |
|---|---|---|---|---|---|---|---|---|
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| P | Ticker | Live | vs Entry | Entry | Exit | Gap% | Gap Date | RVOL | Mom. | Avg Fill | Filled% | + Add |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
All Unfilled Gap-Downs
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| Ticker | Gap 1 | Gap 2 | Gap 3 | Gap 4 | History | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Entry | Exit | Entry | Exit | Entry | Exit | Entry | Exit | Avg Fill | Total | Filled | |
| → — | |||||||||||
Setup Charts
Gap
· Entry
→ Exit
· Live
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| Ticker | Gap Date | Entry Date | Exit Date | Entry $ | Exit $ | Shares | P&L $ | P&L % | Reason | Re-entry |
|---|---|---|---|---|---|---|---|---|---|---|
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Total Trades
Win Rate
Total P&L
Avg P&L / Trade
Avg Hold Days
Best Trade
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Starting Capital
Equity Curve
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| Ticker | 1h bars | 1d bars | Last Date | In DB | |
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Portfolio M — top 3 momentum picks
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All Portfolio M picks + trade history
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