JPM Anchor's Analysis
Year to Date: 2026-01-01 to present • 38 trades in period
-7.31%
Year to Date Return
$10,059.97
Current Value
53%
Win Rate
$10,853.55
Period Start
PHASE 0: RANGING
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)
49.6 neutral
20d Trend
-0.6%
5d Trend
+1.6%
EMA20 Dist
+0.2%
ATR%
1.7%
Range Pos
42%
Bounce Ratio
0.9×
Green/Red 10d
7/3
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.
Strategy Score Scored May 5, 2026
17
Lifetime
Confidence: 99%
Quality Components
Return-to-Risk
0.2/35
Total Return
1.7/25
Win Rate
10.0/15
Profit Factor
0.1/15
Consistency
4.8/10
Raw Quality
16.8/100
× Confidence 0.99
= 16.6
30-Day Momentum
29
+2.1%
30d Return
55%
Win Rate
11
Trades
1.3×
Profit Factor
Quality: 32.2
Conf: 0.90×
Accelerating (+12 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 (Year to Date)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
8,442
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-05
Trading Days
90 days
Data Gaps
None (4 market holidays)
Market Closed (4 days)
2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 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 (Year to Date)
Period Start Capital
$10,853.55
Current Value
$10,059.97
Period P&L
$-793.58
Max Drawdown
-11.5%
Sharpe Ratio
-0.20
Trade Statistics (Year to Date)
Trades in Period
38
Winners / Losers
20 /
18
Best Trade
+2.64%
Worst Trade
-1.80%
Avg Trade Return
-0.20%
Avg Hold Time
20.7h
💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$437,137.61
Estimated Fees
$0.00
Gross P&L
$-793.58
Net P&L (after fees)
$-793.58
Gross Return
-7.31%
Net Return (after fees)
-7.31%
✅ 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
📈 JPM 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: 90 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Year to Date - 38 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $10,853.55 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 | Jan 7, 2026 10:00am ET | $326.91 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 7, 2026 11:55am ET | $327.19 | 0 | $0.00 | $10,862.79 |
+$9.24 (+0.1%) |
🎯 +5% Target
0m held |
|
| 2 | 🟢 BUY | Jan 13, 2026 9:35am ET | $320.55 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 13, 2026 9:45am ET | $316.91 | 0 | $0.00 | $10,742.75 |
$-120.04 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 3 | 🟢 BUY | Jan 14, 2026 10:00am ET | $307.59 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 14, 2026 12:40pm ET | $308.58 | 0 | $0.00 | $10,776.24 |
+$33.49 (+0.3%) |
🎯 +5% Target
0m held |
|
| 4 | 🟢 BUY | Jan 16, 2026 3:45pm ET | $311.35 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 20, 2026 9:30am ET | $307.66 | 0 | $0.00 | $10,650.89 |
$-125.35 (-1.2%) |
🎯 +5% Target
0m held |
|
| 5 | 🟢 BUY | Jan 20, 2026 1:30pm ET | $306.44 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 20, 2026 2:20pm ET | $303.12 | 0 | $0.00 | $10,538.18 |
$-112.71 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 6 | 🟢 BUY | Jan 21, 2026 11:20am ET | $302.16 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 21, 2026 1:55pm ET | $303.46 | 0 | $0.00 | $10,582.38 |
+$44.20 (+0.4%) |
🎯 +5% Target
0m held |
|
| 7 | 🟢 BUY | Jan 22, 2026 2:35pm ET | $304.26 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 23, 2026 9:30am ET | $300.24 | 0 | $0.00 | $10,445.87 |
$-136.51 (-1.3%) |
🛑 -10% Stop
0m held |
|
| 8 | 🟢 BUY | Jan 23, 2026 10:25am ET | $298.43 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 26, 2026 9:30am ET | $298.80 | 0 | $0.00 | $10,458.82 |
+$12.95 (+0.1%) |
🎯 +5% Target
0m held |
|
| 9 | 🟢 BUY | Jan 27, 2026 10:15am ET | $298.51 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 27, 2026 10:55am ET | $299.62 | 0 | $0.00 | $10,497.67 |
+$38.85 (+0.4%) |
🎯 +5% Target
0m held |
|
| 10 | 🟢 BUY | Jan 29, 2026 11:00am ET | $302.51 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 29, 2026 11:55am ET | $304.15 | 0 | $0.00 | $10,553.43 |
+$55.76 (+0.5%) |
🎯 +5% Target
0m held |
|
| 11 | 🟢 BUY | Jan 30, 2026 10:55am ET | $305.05 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 30, 2026 1:50pm ET | $305.53 | 0 | $0.00 | $10,569.75 |
+$16.32 (+0.2%) |
🎯 +5% Target
0m held |
|
| 12 | 🟢 BUY | Feb 3, 2026 12:35pm ET | $312.14 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 3, 2026 3:20pm ET | $313.05 | 0 | $0.00 | $10,599.61 |
+$29.86 (+0.3%) |
🎯 +5% Target
0m held |
|
| 13 | 🟢 BUY | Feb 5, 2026 9:30am ET | $310.46 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 5, 2026 9:35am ET | $313.01 | 0 | $0.00 | $10,686.31 |
+$86.70 (+0.8%) |
🎯 +5% Target
0m held |
|
| 14 | 🟢 BUY | Feb 10, 2026 11:05am ET | $322.81 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 10, 2026 1:15pm ET | $319.16 | 0 | $0.00 | $10,565.86 |
$-120.45 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 15 | 🟢 BUY | Feb 11, 2026 9:40am ET | $321.99 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 11, 2026 10:15am ET | $317.97 | 0 | $0.00 | $10,437.29 |
$-128.57 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 16 | 🟢 BUY | Feb 12, 2026 10:20am ET | $309.72 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 12, 2026 11:00am ET | $304.70 | 0 | $0.00 | $10,271.63 |
$-165.66 (-1.6%) |
🛑 -10% Stop
0m held |
|
| 17 | 🟢 BUY | Mar 6, 2026 9:30am ET | $285.89 | 35 | $10,006.15 | — | — | — |
| 🔴 SELL | Mar 9, 2026 9:30am ET | $286.47 | 35 | $10,026.40 | $10,291.88 |
+$20.25 (+0.2%) |
⏰ 30 Day Max
3d held |
|
| 18 | 🟢 BUY | Mar 10, 2026 10:10am ET | $287.25 | 35 | $10,053.75 | — | — | — |
| 🔴 SELL | Mar 11, 2026 9:30am ET | $289.56 | 35 | $10,134.60 | $10,372.73 |
+$80.85 (+0.8%) |
⏰ 30 Day Max
23.3h held |
|
| 19 | 🟢 BUY | Mar 12, 2026 9:30am ET | $282.06 | 36 | $10,154.16 | — | — | — |
| 🔴 SELL | Mar 12, 2026 10:30am ET | $279.20 | 36 | $10,051.20 | $10,269.77 |
$-102.96 (-1.0%) |
🛑 -10% Stop
1h held |
|
| 20 | 🟢 BUY | Mar 13, 2026 11:25am ET | $284.99 | 36 | $10,259.64 | — | — | — |
| 🔴 SELL | Mar 16, 2026 9:30am ET | $286.24 | 36 | $10,304.64 | $10,314.77 |
+$45.00 (+0.4%) |
⏰ 30 Day Max
2.9d held |
|
| 21 | 🟢 BUY | Mar 17, 2026 11:05am ET | $287.79 | 35 | $10,072.65 | — | — | — |
| 🔴 SELL | Mar 18, 2026 9:30am ET | $286.37 | 35 | $10,022.95 | $10,265.07 |
$-49.70 (-0.5%) |
⏰ 30 Day Max
22.4h held |
|
| 22 | 🟢 BUY | Mar 19, 2026 9:30am ET | $286.85 | 35 | $10,039.75 | — | — | — |
| 🔴 SELL | Mar 20, 2026 9:30am ET | $288.09 | 35 | $10,083.15 | $10,308.47 |
+$43.40 (+0.4%) |
⏰ 30 Day Max
1d held |
|
| 23 | 🟢 BUY | Mar 23, 2026 11:35am ET | $292.35 | 35 | $10,232.25 | — | — | — |
| 🔴 SELL | Mar 24, 2026 9:30am ET | $287.08 | 35 | $10,047.97 | $10,124.19 |
$-184.28 (-1.8%) |
🛑 -10% Stop
21.9h held |
|
| 24 | 🟢 BUY | Mar 25, 2026 11:10am ET | $293.36 | 34 | $9,974.24 | — | — | — |
| 🔴 SELL | Mar 26, 2026 9:30am ET | $293.47 | 34 | $9,977.98 | $10,127.93 |
+$3.74 (+0.0%) |
⏰ 30 Day Max
22.3h held |
|
| 25 | 🟢 BUY | Mar 27, 2026 9:30am ET | $289.92 | 34 | $9,857.28 | — | — | — |
| 🔴 SELL | Mar 27, 2026 9:40am ET | $286.98 | 34 | $9,757.32 | $10,027.97 |
$-99.96 (-1.0%) |
🛑 -10% Stop
10m held |
|
| 26 | 🟢 BUY | Mar 30, 2026 12:40pm ET | $285.84 | 35 | $10,004.40 | — | — | — |
| 🔴 SELL | Mar 30, 2026 3:10pm ET | $282.96 | 35 | $9,903.60 | $9,927.17 |
$-100.80 (-1.0%) |
🛑 -10% Stop
2.5h held |
|
| 27 | 🟢 BUY | Apr 1, 2026 10:40am ET | $294.17 | 33 | $9,707.77 | — | — | — |
| 🔴 SELL | Apr 2, 2026 9:30am ET | $291.80 | 33 | $9,629.24 | $9,848.63 |
$-78.54 (-0.8%) |
⏰ 30 Day Max
22.8h held |
|
| 28 | 🟢 BUY | Apr 6, 2026 9:30am ET | $293.25 | 33 | $9,677.25 | — | — | — |
| 🔴 SELL | Apr 7, 2026 9:30am ET | $293.29 | 33 | $9,678.41 | $9,849.79 |
+$1.16 (+0.0%) |
⏰ 30 Day Max
1d held |
|
| 29 | 🟢 BUY | Apr 8, 2026 11:15am ET | $305.88 | 32 | $9,788.16 | — | — | — |
| 🔴 SELL | Apr 9, 2026 9:30am ET | $307.60 | 32 | $9,843.20 | $9,904.83 |
+$55.04 (+0.6%) |
⏰ 30 Day Max
22.3h held |
|
| 30 | 🟢 BUY | Apr 10, 2026 9:30am ET | $309.47 | 32 | $9,902.88 | — | — | — |
| 🔴 SELL | Apr 13, 2026 9:30am ET | $307.47 | 32 | $9,839.04 | $9,840.99 |
$-63.84 (-0.6%) |
⏰ 30 Day Max
3d held |
|
| 31 | 🟢 BUY | Apr 14, 2026 10:25am ET | $311.04 | 31 | $9,642.24 | — | — | — |
| 🔴 SELL | Apr 15, 2026 9:30am ET | $313.82 | 31 | $9,728.42 | $9,927.17 |
+$86.18 (+0.9%) |
⏰ 30 Day Max
23.1h held |
|
| 32 | 🟢 BUY | Apr 16, 2026 9:30am ET | $305.53 | 32 | $9,776.96 | — | — | — |
| 🔴 SELL | Apr 17, 2026 9:30am ET | $313.60 | 32 | $10,035.20 | $10,185.41 |
+$258.24 (+2.6%) |
⏰ 30 Day Max
1d held |
|
| 33 | 🟢 BUY | Apr 21, 2026 10:55am ET | $316.66 | 32 | $10,133.12 | — | — | — |
| 🔴 SELL | Apr 21, 2026 2:20pm ET | $313.33 | 32 | $10,026.40 | $10,078.69 |
$-106.72 (-1.1%) |
🛑 -10% Stop
3.4h held |
|
| 34 | 🟢 BUY | Apr 22, 2026 3:00pm ET | $312.41 | 32 | $9,997.12 | — | — | — |
| 🔴 SELL | Apr 23, 2026 9:30am ET | $313.25 | 32 | $10,024.00 | $10,105.57 |
+$26.88 (+0.3%) |
⏰ 30 Day Max
18.5h held |
|
| 35 | 🟢 BUY | Apr 24, 2026 9:30am ET | $310.94 | 32 | $9,950.08 | — | — | — |
| 🔴 SELL | Apr 27, 2026 9:30am ET | $307.81 | 32 | $9,849.92 | $10,005.41 |
$-100.16 (-1.0%) |
🛑 -10% Stop
3d held |
|
| 36 | 🟢 BUY | Apr 28, 2026 12:30pm ET | $312.82 | 31 | $9,697.42 | — | — | — |
| 🔴 SELL | Apr 29, 2026 9:30am ET | $311.22 | 31 | $9,647.82 | $9,955.81 |
$-49.60 (-0.5%) |
⏰ 30 Day Max
21h held |
|
| 37 | 🟢 BUY | Apr 30, 2026 9:30am ET | $306.99 | 32 | $9,823.68 | — | — | — |
| 🔴 SELL | May 1, 2026 9:30am ET | $313.63 | 32 | $10,036.00 | $10,168.13 |
+$212.32 (+2.2%) |
⏰ 30 Day Max
1d held |
|
| 38 | 🟢 BUY | May 4, 2026 9:30am ET | $310.11 | 32 | $9,923.68 | — | — | — |
| 🔴 SELL | May 4, 2026 12:10pm ET | $306.73 | 32 | $9,815.52 | $10,059.97 |
$-108.16 (-1.1%) |
🛑 -10% Stop
2.7h held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$10,059.97
Net Profit/Loss:
+$59.97
Total Return:
+0.60%