Compendium › Anchor › SCHW
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
SCHW
Alpaca Tradeable

Anchor's Analysis

Last 3 Months: 2026-02-06 to present • 26 trades in period

+1.69%
Last 3 Months Return
$8,872.69
Current Value
50%
Win Rate
$8,725.28
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 07:50:55

No strong directional signal. Monitor for regime shift.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
49 neutral
20d Trend
-0.0%
5d Trend
-1.8%
EMA20 Dist
-0.7%
ATR%
2.5%
Range Pos
78%
Bounce Ratio
0.8×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

13
Lifetime
Confidence: 99%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
7.7/15
Profit Factor
0.0/15
Consistency
5.5/10
Raw Quality 13.2/100
× Confidence 0.99 = 13.1

30-Day Momentum

39
+4.3%
30d Return
67%
Win Rate
12
Trades
1.5×
Profit Factor
Quality: 42.4 Conf: 0.93×
Accelerating (+26 vs lifetime)
Momentum below PRO threshold (40+)
How Scoring Works: Score = Quality × Confidence. Quality (0-100) rates absolute performance across 5 dimensions: Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts). Confidence (99%) adjusts for trade count and freshness — more trades + recent activity = higher confidence. Momentum uses the same model recalibrated for a 30-day trailing window. PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.

Data Transparency (Last 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,758
Timeframe
5-Minute Bars
Period Range
2026-02-06 → 2026-05-05
Trading Days
61 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday
Brokerage: Alpaca Markets

✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET

To execute these strategies, you'll need an Alpaca brokerage account.

Performance Summary (Last 3 Months)

Period Start Capital
$8,725.28
Current Value
$8,872.69
Period P&L
$147.41
Max Drawdown
-24.5%
Sharpe Ratio
0.05

Trade Statistics (Last 3 Months)

Trades in Period
26
Winners / Losers
13 / 13
Best Trade
+3.19%
Worst Trade
-2.64%
Avg Trade Return
+0.08%
Avg Hold Time
1.1d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$395,584.94
Estimated Fees
$0.00
Gross P&L
$147.41
Net P&L (after fees)
$147.41
Gross Return
+1.69%
Net Return (after fees)
+1.69%

✅ Stocks: Alpaca offers commission-free stock trading. No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.

Equity Curve — Your Money Over Time

Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.

The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset

Price Action + Equity Overlay

📈 SCHW Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 61 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 26 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $8,725.28 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.

# Action Date & Time Price/Share Shares Total Value Balance After Result Exit Reason
1 🟢 BUY Feb 10, 2026 9:55am ET $106.20 0 $0.00 — — —
🔴 SELL Feb 10, 2026 10:45am ET $105.06 0 $0.00 $8,631.80 $-93.48
(-1.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY Feb 11, 2026 9:35am ET $99.48 0 $0.00 — — —
🔴 SELL Feb 11, 2026 9:55am ET $98.29 0 $0.00 $8,529.46 $-102.34
(-1.2%) 		🛑 -10% Stop
0m held
3 🟢 BUY Feb 12, 2026 9:40am ET $94.98 0 $0.00 — — —
🔴 SELL Feb 12, 2026 10:15am ET $94.00 0 $0.00 $8,442.24 $-87.22
(-1.0%) 		🛑 -10% Stop
0m held
4 🟢 BUY Mar 5, 2026 10:25am ET $95.72 88 $8,423.80 — — —
🔴 SELL Mar 5, 2026 12:25pm ET $94.57 88 $8,322.16 $8,340.60 $-101.64
(-1.2%) 		🛑 -10% Stop
2h held
5 🟢 BUY Mar 6, 2026 12:35pm ET $94.10 88 $8,280.80 — — —
🔴 SELL Mar 9, 2026 9:30am ET $93.53 88 $8,230.64 $8,290.44 $-50.16
(-0.6%) 		⏰ 30 Day Max
2.8d held
6 🟢 BUY Mar 10, 2026 9:50am ET $93.31 88 $8,211.28 — — —
🔴 SELL Mar 11, 2026 9:30am ET $93.25 88 $8,205.56 $8,284.72 $-5.72
(-0.1%) 		⏰ 30 Day Max
23.7h held
7 🟢 BUY Mar 12, 2026 9:30am ET $91.36 90 $8,222.40 — — —
🔴 SELL Mar 13, 2026 9:30am ET $93.38 90 $8,404.20 $8,466.52 +$181.80
(+2.2%) 		⏰ 30 Day Max
1d held
8 🟢 BUY Mar 16, 2026 12:00pm ET $94.08 89 $8,373.12 — — —
🔴 SELL Mar 17, 2026 9:30am ET $94.75 89 $8,432.75 $8,526.15 +$59.63
(+0.7%) 		⏰ 30 Day Max
21.5h held
9 🟢 BUY Mar 18, 2026 9:30am ET $93.96 90 $8,456.53 — — —
🔴 SELL Mar 18, 2026 3:45pm ET $92.98 90 $8,368.21 $8,437.83 $-88.32
(-1.0%) 		🛑 -10% Stop
6.3h held
10 🟢 BUY Mar 20, 2026 10:15am ET $93.64 90 $8,427.15 — — —
🔴 SELL Mar 23, 2026 9:30am ET $95.87 90 $8,628.30 $8,638.98 +$201.15
(+2.4%) 		⏰ 30 Day Max
3d held
11 🟢 BUY Mar 24, 2026 9:30am ET $95.56 90 $8,599.95 — — —
🔴 SELL Mar 25, 2026 9:30am ET $96.12 90 $8,650.80 $8,689.83 +$50.85
(+0.6%) 		⏰ 30 Day Max
1d held
12 🟢 BUY Mar 26, 2026 9:30am ET $94.68 91 $8,615.43 — — —
🔴 SELL Mar 27, 2026 9:30am ET $93.96 91 $8,549.91 $8,624.31 $-65.52
(-0.8%) 		⏰ 30 Day Max
1d held
13 🟢 BUY Mar 30, 2026 12:10pm ET $93.08 92 $8,563.36 — — —
🔴 SELL Mar 31, 2026 9:30am ET $93.91 92 $8,639.95 $8,700.90 +$76.59
(+0.9%) 		⏰ 30 Day Max
21.3h held
14 🟢 BUY Apr 1, 2026 9:50am ET $93.24 93 $8,670.86 — — —
🔴 SELL Apr 1, 2026 10:25am ET $91.12 93 $8,474.16 $8,504.21 $-196.69
(-2.3%) 		🛑 -10% Stop
35m held
15 🟢 BUY Apr 2, 2026 2:05pm ET $93.59 90 $8,423.10 — — —
🔴 SELL Apr 6, 2026 9:30am ET $93.85 90 $8,446.50 $8,527.61 +$23.40
(+0.3%) 		⏰ 30 Day Max
3.8d held
16 🟢 BUY Apr 7, 2026 9:30am ET $91.81 92 $8,446.52 — — —
🔴 SELL Apr 8, 2026 9:30am ET $94.74 92 $8,715.62 $8,796.71 +$269.10
(+3.2%) 		⏰ 30 Day Max
1d held
17 🟢 BUY Apr 9, 2026 9:35am ET $95.97 91 $8,733.27 — — —
🔴 SELL Apr 10, 2026 9:30am ET $97.25 91 $8,849.30 $8,912.74 +$116.03
(+1.3%) 		⏰ 30 Day Max
23.9h held
18 🟢 BUY Apr 13, 2026 9:30am ET $94.57 94 $8,889.58 — — —
🔴 SELL Apr 14, 2026 9:30am ET $97.14 94 $9,131.16 $9,154.32 +$241.58
(+2.7%) 		⏰ 30 Day Max
1d held
19 🟢 BUY Apr 15, 2026 12:15pm ET $99.32 92 $9,137.44 — — —
🔴 SELL Apr 16, 2026 9:30am ET $96.69 92 $8,895.94 $8,912.82 $-241.50
(-2.6%) 		🛑 -10% Stop
21.3h held
20 🟢 BUY Apr 17, 2026 9:40am ET $91.84 97 $8,908.48 — — —
🔴 SELL Apr 17, 2026 9:50am ET $90.69 97 $8,796.93 $8,801.27 $-111.55
(-1.3%) 		🛑 -10% Stop
10m held
21 🟢 BUY Apr 20, 2026 11:35am ET $92.97 94 $8,739.65 — — —
🔴 SELL Apr 21, 2026 9:30am ET $93.45 94 $8,784.52 $8,846.14 +$44.87
(+0.5%) 		⏰ 30 Day Max
21.9h held
22 🟢 BUY Apr 22, 2026 9:30am ET $92.15 95 $8,754.25 — — —
🔴 SELL Apr 23, 2026 9:30am ET $91.21 95 $8,665.31 $8,757.20 $-88.94
(-1.0%) 		🛑 -10% Stop
1d held
23 🟢 BUY Apr 24, 2026 11:35am ET $89.29 98 $8,750.42 — — —
🔴 SELL Apr 27, 2026 9:30am ET $88.24 98 $8,647.03 $8,653.81 $-103.39
(-1.2%) 		🛑 -10% Stop
2.9d held
24 🟢 BUY Apr 28, 2026 10:00am ET $90.45 95 $8,592.75 — — —
🔴 SELL Apr 29, 2026 9:30am ET $90.69 95 $8,615.55 $8,676.61 +$22.80
(+0.3%) 		⏰ 30 Day Max
23.5h held
25 🟢 BUY Apr 30, 2026 9:30am ET $90.39 95 $8,587.52 — — —
🔴 SELL May 1, 2026 9:30am ET $92.07 95 $8,747.12 $8,836.21 +$159.60
(+1.9%) 		⏰ 30 Day Max
1d held
26 🟢 BUY May 4, 2026 9:30am ET $91.35 96 $8,769.60 — — —
🔴 SELL May 5, 2026 9:30am ET $91.73 96 $8,806.08 $8,872.69 +$36.48
(+0.4%) 		⏰ 30 Day Max
1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $8,872.69
Net Profit/Loss: $-1,127.31
Total Return: -11.27%
Back to Anchor