SCHW Anchor's Analysis
Year to Date: 2026-01-01 to present • 40 trades in period
+0.49%
Year to Date Return
$8,872.69
Current Value
50%
Win Rate
$8,829.84
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 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 (Year to Date)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
7,025
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-05
Trading Days
89 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
$8,829.84
Current Value
$8,872.69
Period P&L
$42.85
Max Drawdown
-24.5%
Sharpe Ratio
0.02
Trade Statistics (Year to Date)
Trades in Period
40
Winners / Losers
20 /
20
Best Trade
+3.19%
Worst Trade
-2.64%
Avg Trade Return
+0.02%
Avg Hold Time
20.5h
💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$395,584.94
Estimated Fees
$0.00
Gross P&L
$42.85
Net P&L (after fees)
$42.85
Gross Return
+0.49%
Net Return (after fees)
+0.49%
✅ 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: 89 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Year to Date - 40 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $8,829.84 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 6, 2026 3:40pm ET | $103.88 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 7, 2026 9:55am ET | $102.82 | 0 | $0.00 | $8,740.16 |
$-89.68 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 2 | 🟢 BUY | Jan 7, 2026 11:15am ET | $102.40 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 7, 2026 11:55am ET | $102.91 | 0 | $0.00 | $8,783.51 |
+$43.35 (+0.5%) |
🎯 +5% Target
0m held |
|
| 3 | 🟢 BUY | Jan 8, 2026 2:40pm ET | $101.37 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 9, 2026 9:30am ET | $101.42 | 0 | $0.00 | $8,787.81 |
+$4.30 (+0.1%) |
🎯 +5% Target
0m held |
|
| 4 | 🟢 BUY | Jan 9, 2026 1:25pm ET | $100.75 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 12, 2026 9:35am ET | $100.58 | 0 | $0.00 | $8,773.02 |
$-14.79 (-0.2%) |
🎯 +5% Target
0m held |
|
| 5 | 🟢 BUY | Jan 13, 2026 11:25am ET | $100.58 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 13, 2026 2:50pm ET | $100.85 | 0 | $0.00 | $8,796.51 |
+$23.49 (+0.3%) |
🎯 +5% Target
0m held |
|
| 6 | 🟢 BUY | Jan 15, 2026 3:45pm ET | $102.43 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 16, 2026 9:30am ET | $103.56 | 0 | $0.00 | $8,892.56 |
+$96.05 (+1.1%) |
🎯 +5% Target
0m held |
|
| 7 | 🟢 BUY | Jan 20, 2026 11:00am ET | $102.40 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 20, 2026 1:50pm ET | $101.23 | 0 | $0.00 | $8,791.94 |
$-100.62 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 8 | 🟢 BUY | Jan 21, 2026 9:55am ET | $102.66 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 21, 2026 10:05am ET | $101.55 | 0 | $0.00 | $8,697.59 |
$-94.35 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 9 | 🟢 BUY | Jan 22, 2026 1:50pm ET | $104.17 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 23, 2026 9:30am ET | $103.94 | 0 | $0.00 | $8,678.50 |
$-19.09 (-0.2%) |
🎯 +5% Target
0m held |
|
| 10 | 🟢 BUY | Jan 23, 2026 10:10am ET | $102.35 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 23, 2026 1:55pm ET | $102.47 | 0 | $0.00 | $8,688.58 |
+$10.08 (+0.1%) |
🎯 +5% Target
0m held |
|
| 11 | 🟢 BUY | Jan 29, 2026 9:40am ET | $103.99 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 29, 2026 12:10pm ET | $103.74 | 0 | $0.00 | $8,667.83 |
$-20.75 (-0.2%) |
🎯 +5% Target
0m held |
|
| 12 | 🟢 BUY | Jan 30, 2026 11:00am ET | $103.78 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 30, 2026 1:50pm ET | $103.76 | 0 | $0.00 | $8,666.17 |
$-1.66 (-0.0%) |
🎯 +5% Target
0m held |
|
| 13 | 🟢 BUY | Feb 3, 2026 10:15am ET | $103.76 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 3, 2026 10:35am ET | $104.29 | 0 | $0.00 | $8,710.16 |
+$43.99 (+0.5%) |
🎯 +5% Target
0m held |
|
| 14 | 🟢 BUY | Feb 5, 2026 10:10am ET | $102.65 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 5, 2026 11:15am ET | $102.83 | 0 | $0.00 | $8,725.28 |
+$15.12 (+0.2%) |
🎯 +5% Target
0m held |
|
| 15 | 🟢 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 |
|
| 16 | 🟢 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 |
|
| 17 | 🟢 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 |
|
| 18 | 🟢 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 |
|
| 19 | 🟢 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 |
|
| 20 | 🟢 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 |
|
| 21 | 🟢 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 |
|
| 22 | 🟢 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 |
|
| 23 | 🟢 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 |
|
| 24 | 🟢 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 |
|
| 25 | 🟢 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 |
|
| 26 | 🟢 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 |
|
| 27 | 🟢 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 |
|
| 28 | 🟢 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 |
|
| 29 | 🟢 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 |
|
| 30 | 🟢 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 |
|
| 31 | 🟢 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 |
|
| 32 | 🟢 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 |
|
| 33 | 🟢 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 |
|
| 34 | 🟢 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 |
|
| 35 | 🟢 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 |
|
| 36 | 🟢 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 |
|
| 37 | 🟢 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 |
|
| 38 | 🟢 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 |
|
| 39 | 🟢 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 |
|
| 40 | 🟢 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%