Portfolio Analytics
Momentum Trading Dashboard
Ranks assets by recent performance and stays invested in the strongest trends while rebalancing periodically.
Total Equity Performance
Monte Carlo Simulation
500 GBM paths · ±1σ / ±2σ / ±3σ bands · T+1 yearGeometric Brownian Motion simulation using historical CAGR as drift and annualized volatility as σ. Shaded bands show ±1σ (P16/P84), ±2σ (P2.5/P97.5), and ±3σ (P0.3/P99.7) spread across 500 paths over 252 trading days. This is not a prediction of future performance.
Current Holdings
| Date | Ticker | Qty | Entry Price |
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Current holdings are hidden.
Login to see current holding positionsRecent Activity
Latest Buys
| Date | Ticker | Qty | Price | Gross Cost |
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Latest Sells
| Date | Ticker | Qty | Price | PnL | Return % |
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Recent activity is hidden.
Login to see recent buy & sell activityAlgo Watchlist
Prime Watchlist
Signal-ready — all buy conditions are satisfied, pending volume confirmation before entry.
| Ticker | Last Close | Signal Score ⓘ |
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Partial Watchlist
On the radar — these tickers are building momentum and have a strong likelihood of qualifying as a trade signal soon.
| Ticker | Last Close | Signal Score ⓘ |
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Algo watchlist is hidden.
Login to see the algo watchlistTrading History
| Date | Symbol | Side | Entry | Exit | Qty | PnL | Return % |
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