SOFI Anchor's Analysis
Last 3 Months: 2026-02-06 to present • 29 trades in period
-7.26%
Last 3 Months Return
$11,519.98
Current Value
41%
Win Rate
$12,421.51
Period Start
PHASE 0: RANGING
🔄 Transitioning
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)
14.6 oversold
20d Trend
-30.9%
5d Trend
-17.8%
EMA20 Dist
-19.9%
ATR%
6.6%
Range Pos
2%
Bounce Ratio
0.1×
Green/Red 10d
1/9
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.
Strategy Score Scored May 6, 2026
27
Lifetime
Confidence: 100%
Quality Components
Return-to-Risk
2.7/35
Total Return
10.0/25
Win Rate
9.1/15
Profit Factor
0.8/15
Consistency
4.5/10
Raw Quality
27.1/100
× Confidence 1.00
= 27.0
30-Day Momentum
18
+1.1%
30d Return
46%
Win Rate
13
Trades
1.0×
Profit Factor
Quality: 18.6
Conf: 0.95×
Cooling (-9 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 (100%) 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
4,872
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
$12,421.51
Current Value
$11,519.98
Period P&L
$-901.53
Max Drawdown
-20.0%
Sharpe Ratio
-0.07
Trade Statistics (Last 3 Months)
Trades in Period
29
Winners / Losers
12 /
17
Best Trade
+9.63%
Worst Trade
-9.95%
Avg Trade Return
-0.21%
Avg Hold Time
17.2h
💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$623,891.98
Estimated Fees
$0.00
Gross P&L
$-901.53
Net P&L (after fees)
$-901.53
Gross Return
-7.26%
Net Return (after fees)
-7.26%
✅ 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
📈 SOFI 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 - 29 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $12,421.51 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 9, 2026 9:30am ET | $20.94 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 9, 2026 9:35am ET | $21.18 | 0 | $0.00 | $12,560.87 |
+$139.36 (+1.1%) |
🎯 +5% Target
0m held |
|
| 2 | 🟢 BUY | Feb 11, 2026 9:35am ET | $20.65 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 11, 2026 10:05am ET | $20.42 | 0 | $0.00 | $12,421.03 |
$-139.84 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 3 | 🟢 BUY | Feb 12, 2026 9:35am ET | $20.33 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 12, 2026 9:55am ET | $20.01 | 0 | $0.00 | $12,231.62 |
$-189.41 (-1.5%) |
🛑 -10% Stop
0m held |
|
| 4 | 🟢 BUY | Mar 6, 2026 9:30am ET | $18.48 | 661 | $12,215.28 | — | — | — |
| 🔴 SELL | Mar 9, 2026 9:30am ET | $18.36 | 661 | $12,135.96 | $12,152.30 |
$-79.32 (-0.6%) |
⏰ 30 Day Max
3d held |
|
| 5 | 🟢 BUY | Mar 10, 2026 10:05am ET | $18.34 | 662 | $12,138.50 | — | — | — |
| 🔴 SELL | Mar 10, 2026 10:10am ET | $18.07 | 662 | $11,962.34 | $11,976.14 |
$-176.16 (-1.5%) |
🛑 -10% Stop
5m held |
|
| 6 | 🟢 BUY | Mar 11, 2026 10:25am ET | $18.22 | 657 | $11,967.26 | — | — | — |
| 🔴 SELL | Mar 11, 2026 11:50am ET | $18.00 | 657 | $11,822.72 | $11,831.60 |
$-144.54 (-1.2%) |
🛑 -10% Stop
1.4h held |
|
| 7 | 🟢 BUY | Mar 12, 2026 1:05pm ET | $17.82 | 664 | $11,829.16 | — | — | — |
| 🔴 SELL | Mar 13, 2026 9:30am ET | $17.83 | 664 | $11,835.80 | $11,838.24 |
+$6.64 (+0.1%) |
⏰ 30 Day Max
20.4h held |
|
| 8 | 🟢 BUY | Mar 16, 2026 10:50am ET | $17.63 | 671 | $11,827.25 | — | — | — |
| 🔴 SELL | Mar 17, 2026 9:30am ET | $17.76 | 671 | $11,916.96 | $11,927.95 |
+$89.71 (+0.8%) |
⏰ 30 Day Max
22.7h held |
|
| 9 | 🟢 BUY | Mar 18, 2026 11:55am ET | $17.64 | 676 | $11,927.34 | — | — | — |
| 🔴 SELL | Mar 18, 2026 12:35pm ET | $17.41 | 676 | $11,769.09 | $11,769.70 |
$-158.25 (-1.3%) |
🛑 -10% Stop
40m held |
|
| 10 | 🟢 BUY | Mar 19, 2026 1:05pm ET | $16.83 | 699 | $11,763.05 | — | — | — |
| 🔴 SELL | Mar 20, 2026 9:30am ET | $16.90 | 699 | $11,813.10 | $11,819.75 |
+$50.05 (+0.4%) |
⏰ 30 Day Max
20.4h held |
|
| 11 | 🟢 BUY | Mar 23, 2026 11:55am ET | $17.04 | 693 | $11,808.72 | — | — | — |
| 🔴 SELL | Mar 24, 2026 9:30am ET | $17.06 | 693 | $11,822.58 | $11,833.61 |
+$13.86 (+0.1%) |
⏰ 30 Day Max
21.6h held |
|
| 12 | 🟢 BUY | Mar 25, 2026 11:05am ET | $17.11 | 691 | $11,822.94 | — | — | — |
| 🔴 SELL | Mar 25, 2026 11:10am ET | $16.88 | 691 | $11,660.63 | $11,671.29 |
$-162.32 (-1.4%) |
🛑 -10% Stop
5m held |
|
| 13 | 🟢 BUY | Mar 26, 2026 11:10am ET | $16.22 | 719 | $11,663.19 | — | — | — |
| 🔴 SELL | Mar 26, 2026 12:20pm ET | $16.05 | 719 | $11,536.36 | $11,544.46 |
$-126.83 (-1.1%) |
🛑 -10% Stop
1.2h held |
|
| 14 | 🟢 BUY | Mar 27, 2026 12:25pm ET | $15.44 | 747 | $11,534.73 | — | — | — |
| 🔴 SELL | Mar 27, 2026 1:30pm ET | $15.28 | 747 | $11,417.89 | $11,427.63 |
$-116.83 (-1.0%) |
🛑 -10% Stop
1.1h held |
|
| 15 | 🟢 BUY | Mar 30, 2026 1:30pm ET | $15.06 | 758 | $11,419.27 | — | — | — |
| 🔴 SELL | Mar 31, 2026 9:30am ET | $15.47 | 758 | $11,726.26 | $11,734.62 |
+$306.99 (+2.7%) |
⏰ 30 Day Max
20h held |
|
| 16 | 🟢 BUY | Apr 1, 2026 9:50am ET | $15.63 | 750 | $11,722.42 | — | — | — |
| 🔴 SELL | Apr 2, 2026 9:30am ET | $15.18 | 750 | $11,385.00 | $11,397.20 |
$-337.42 (-2.9%) |
🛑 -10% Stop
23.7h held |
|
| 17 | 🟢 BUY | Apr 6, 2026 1:05pm ET | $16.14 | 706 | $11,391.38 | — | — | — |
| 🔴 SELL | Apr 7, 2026 9:30am ET | $16.16 | 706 | $11,408.96 | $11,414.78 |
+$17.58 (+0.2%) |
⏰ 30 Day Max
20.4h held |
|
| 18 | 🟢 BUY | Apr 8, 2026 1:30pm ET | $16.61 | 687 | $11,411.07 | — | — | — |
| 🔴 SELL | Apr 8, 2026 2:40pm ET | $16.40 | 687 | $11,263.37 | $11,267.07 |
$-147.71 (-1.3%) |
🛑 -10% Stop
1.2h held |
|
| 19 | 🟢 BUY | Apr 9, 2026 2:45pm ET | $16.18 | 696 | $11,264.76 | — | — | — |
| 🔴 SELL | Apr 10, 2026 9:30am ET | $16.30 | 696 | $11,344.80 | $11,347.11 |
+$80.04 (+0.7%) |
⏰ 30 Day Max
18.8h held |
|
| 20 | 🟢 BUY | Apr 13, 2026 9:30am ET | $16.00 | 709 | $11,344.00 | — | — | — |
| 🔴 SELL | Apr 14, 2026 9:30am ET | $17.54 | 709 | $12,435.86 | $12,438.97 |
+$1,091.86 (+9.6%) |
⏰ 30 Day Max
1d held |
|
| 21 | 🟢 BUY | Apr 15, 2026 12:45pm ET | $18.38 | 676 | $12,421.50 | — | — | — |
| 🔴 SELL | Apr 16, 2026 9:30am ET | $19.51 | 676 | $13,188.76 | $13,206.23 |
+$767.26 (+6.2%) |
⏰ 30 Day Max
20.8h held |
|
| 22 | 🟢 BUY | Apr 17, 2026 12:35pm ET | $19.83 | 665 | $13,190.27 | — | — | — |
| 🔴 SELL | Apr 17, 2026 1:20pm ET | $19.62 | 665 | $13,047.23 | $13,063.19 |
$-143.04 (-1.1%) |
🛑 -10% Stop
45m held |
|
| 23 | 🟢 BUY | Apr 20, 2026 1:45pm ET | $19.39 | 673 | $13,046.11 | — | — | — |
| 🔴 SELL | Apr 21, 2026 9:30am ET | $19.49 | 673 | $13,116.77 | $13,133.85 |
+$70.66 (+0.5%) |
⏰ 30 Day Max
19.8h held |
|
| 24 | 🟢 BUY | Apr 22, 2026 10:55am ET | $18.92 | 694 | $13,130.55 | — | — | — |
| 🔴 SELL | Apr 23, 2026 9:30am ET | $18.77 | 694 | $13,026.38 | $13,029.68 |
$-104.17 (-0.8%) |
⏰ 30 Day Max
22.6h held |
|
| 25 | 🟢 BUY | Apr 24, 2026 9:55am ET | $18.25 | 714 | $13,026.93 | — | — | — |
| 🔴 SELL | Apr 27, 2026 9:30am ET | $18.46 | 714 | $13,180.44 | $13,183.19 |
+$153.51 (+1.2%) |
⏰ 30 Day Max
3d held |
|
| 26 | 🟢 BUY | Apr 28, 2026 9:30am ET | $18.30 | 720 | $13,176.00 | — | — | — |
| 🔴 SELL | Apr 29, 2026 9:30am ET | $16.48 | 720 | $11,865.60 | $11,872.79 |
$-1,310.40 (-9.9%) |
🛑 -10% Stop
1d held |
|
| 27 | 🟢 BUY | Apr 30, 2026 12:25pm ET | $16.11 | 736 | $11,857.03 | — | — | — |
| 🔴 SELL | Apr 30, 2026 3:20pm ET | $15.94 | 736 | $11,735.52 | $11,751.28 |
$-121.51 (-1.0%) |
🛑 -10% Stop
2.9h held |
|
| 28 | 🟢 BUY | May 1, 2026 3:40pm ET | $16.55 | 709 | $11,735.58 | — | — | — |
| 🔴 SELL | May 4, 2026 9:30am ET | $16.45 | 709 | $11,663.05 | $11,678.75 |
$-72.53 (-0.6%) |
⏰ 30 Day Max
2.7d held |
|
| 29 | 🟢 BUY | May 5, 2026 9:30am ET | $16.16 | 722 | $11,667.52 | — | — | — |
| 🔴 SELL | May 5, 2026 10:00am ET | $15.94 | 722 | $11,508.75 | $11,519.98 |
$-158.77 (-1.4%) |
🛑 -10% Stop
30m held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$11,519.98
Net Profit/Loss:
+$1,519.98
Total Return:
+15.20%