SOFI Momo Momentum's Analysis
2024-01-02 00:00:00+00 to 2026-05-07 18:05:00+00 • 45 trades executed
+116.90%
2 Years Return
$16,768.28
Current Value
59%
Win Rate
$7,730.85
Period Start
PHASE 0: RANGING
🔄 Transitioning
No strong directional signal. Monitor for regime shift.
Fear & Greed
47
Neutral
VIX
17.4
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.49%
NORMAL
HY Spread
2.77
CALM
🌍 Kp Index
🟢 0.5
Quiet
⛈️ 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
Strategy Score Scored May 7, 2026
27
Lifetime
Confidence: 80%
Quality Components
Return-to-Risk
5.1/35
Total Return
15.3/25
Win Rate
5.8/15
Profit Factor
1.5/15
Consistency
5.5/10
Raw Quality
33.2/100
× Confidence 0.80
= 26.6
30-Day Momentum
Insufficient Recent Data
Fewer than 3 trades in the last 30 days. Momentum scores require recent trading activity.
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 (80%) 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
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles Used
86,885
Timeframe
5-Minute Bars
Date Range
2024-05-07 → 2026-05-07
Trading Days
536 days
Data Gaps
None (21 market holidays)
Market Closed (21 days)
2024-05-27 — Memorial Day, 2024-06-19 — Juneteenth, 2024-07-04 — Independence Day, 2024-09-02 — Labor Day, 2024-11-28 — Thanksgiving, 2024-12-25 — Christmas Day, 2025-01-01 — New Year's Day, 2025-01-09 — National Day of Mourning (Carter), 2025-01-20 — MLK Jr. Day, 2025-02-17 — Presidents' Day, 2025-04-18 — Good Friday, 2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day ... and 1 more
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
Starting Capital
$7,730.85
Current Value
$16,768.28
Total P&L
$9,037.41
Max Drawdown
-46.1%
Sharpe Ratio
0.25
Trade Statistics
Total Trades
41
Winners / Losers
24 /
17
Best Trade
+14.86%
Worst Trade
-10.71%
Avg Trade Return
+2.35%
Avg Hold Time
8d
💰 Trading Cost Analysis (Alpaca Fees)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$1,226,640.65
Estimated Fees
$0.00
Gross P&L
$9,037.41
Net P&L (after fees)
$9,037.41
Gross Return
+116.90%
Net Return (after fees)
+116.90%
✅ 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: 536 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Complete Trade History
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $7,730.85 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 | Jul 16, 2024 9:30am ET | $7.43 | 1,040 | $7,725.02 | — | — | — |
| 🔴 SELL | Aug 2, 2024 10:05am ET | $6.80 | 1,040 | $7,066.80 | $7,072.62 |
$-658.22 (-8.5%) |
🛑 -10% Stop
17d held |
|
| 2 | 🟢 BUY | Aug 30, 2024 9:40am ET | $8.15 | 868 | $7,069.86 | — | — | — |
| 🔴 SELL | Sep 4, 2024 9:30am ET | $7.46 | 868 | $6,475.28 | $6,478.04 |
$-594.58 (-8.4%) |
🛑 -10% Stop
5d held |
|
| 3 | 🟢 BUY | Sep 5, 2024 9:30am ET | $7.53 | 860 | $6,471.50 | — | — | — |
| 🔴 SELL | Sep 6, 2024 12:50pm ET | $6.92 | 860 | $5,951.20 | $5,957.74 |
$-520.30 (-8.0%) |
🛑 -10% Stop
1.1d held |
|
| 4 | 🟢 BUY | Sep 9, 2024 12:50pm ET | $7.17 | 831 | $5,954.12 | — | — | — |
| 🔴 SELL | Sep 16, 2024 12:00pm ET | $7.89 | 831 | $6,552.44 | $6,556.06 |
+$598.32 (+10.1%) |
🎯 +5% Target
7d held |
|
| 5 | 🟢 BUY | Sep 17, 2024 12:00pm ET | $8.15 | 804 | $6,552.60 | — | — | — |
| 🔴 SELL | Oct 7, 2024 12:00pm ET | $8.29 | 804 | $6,661.14 | $6,664.60 |
+$108.54 (+1.7%) |
⏰ 30 Day Max
20d held |
|
| 6 | 🟢 BUY | Oct 8, 2024 12:00pm ET | $8.49 | 785 | $6,660.73 | — | — | — |
| 🔴 SELL | Oct 14, 2024 9:30am ET | $9.75 | 785 | $7,650.30 | $7,654.18 |
+$989.57 (+14.9%) |
🎯 +5% Target
5.9d held |
|
| 7 | 🟢 BUY | Oct 15, 2024 9:50am ET | $10.38 | 737 | $7,646.38 | — | — | — |
| 🔴 SELL | Oct 30, 2024 1:55pm ET | $11.43 | 737 | $8,420.23 | $8,428.03 |
+$773.85 (+10.1%) |
🎯 +5% Target
15.2d held |
|
| 8 | 🟢 BUY | Oct 31, 2024 2:00pm ET | $11.27 | 748 | $8,426.22 | — | — | — |
| 🔴 SELL | Nov 8, 2024 10:30am ET | $12.45 | 748 | $9,312.60 | $9,314.41 |
+$886.38 (+10.5%) |
🎯 +5% Target
7.9d held |
|
| 9 | 🟢 BUY | Nov 11, 2024 10:30am ET | $14.25 | 653 | $9,302.96 | — | — | — |
| 🔴 SELL | Nov 22, 2024 11:15am ET | $15.68 | 653 | $10,238.84 | $10,250.29 |
+$935.88 (+10.1%) |
🎯 +5% Target
11d held |
|
| 10 | 🟢 BUY | Nov 25, 2024 11:25am ET | $15.78 | 649 | $10,237.98 | — | — | — |
| 🔴 SELL | Dec 16, 2024 9:30am ET | $16.38 | 649 | $10,627.38 | $10,639.69 |
+$389.40 (+3.8%) |
⏰ 30 Day Max
20.9d held |
|
| 11 | 🟢 BUY | Dec 17, 2024 9:30am ET | $16.65 | 639 | $10,639.35 | — | — | — |
| 🔴 SELL | Dec 18, 2024 3:35pm ET | $15.15 | 639 | $9,680.85 | $9,681.19 |
$-958.50 (-9.0%) |
🛑 -10% Stop
1.3d held |
|
| 12 | 🟢 BUY | Jan 21, 2025 9:35am ET | $17.26 | 561 | $9,680.06 | — | — | — |
| 🔴 SELL | Jan 27, 2025 9:35am ET | $15.78 | 561 | $8,852.58 | $8,853.71 |
$-827.48 (-8.6%) |
🛑 -10% Stop
6d held |
|
| 13 | 🟢 BUY | Jan 31, 2025 9:35am ET | $16.51 | 536 | $8,849.36 | — | — | — |
| 🔴 SELL | Feb 3, 2025 9:40am ET | $15.02 | 536 | $8,048.04 | $8,052.39 |
$-801.32 (-9.1%) |
🛑 -10% Stop
3d held |
|
| 14 | 🟢 BUY | Feb 10, 2025 9:35am ET | $15.14 | 531 | $8,041.52 | — | — | — |
| 🔴 SELL | Feb 18, 2025 9:30am ET | $16.85 | 531 | $8,946.86 | $8,957.73 |
+$905.34 (+11.3%) |
🎯 +5% Target
8d held |
|
| 15 | 🟢 BUY | Apr 28, 2025 9:30am ET | $13.15 | 681 | $8,951.75 | — | — | — |
| 🔴 SELL | Apr 29, 2025 9:40am ET | $14.46 | 681 | $9,848.28 | $9,854.27 |
+$896.54 (+10.0%) |
🎯 +5% Target
1d held |
|
| 16 | 🟢 BUY | Apr 30, 2025 9:40am ET | $12.28 | 802 | $9,848.88 | — | — | — |
| 🔴 SELL | May 12, 2025 9:30am ET | $13.87 | 802 | $11,120.85 | $11,126.24 |
+$1,271.97 (+12.9%) |
🎯 +5% Target
12d held |
|
| 17 | 🟢 BUY | May 13, 2025 9:30am ET | $14.16 | 785 | $11,115.60 | — | — | — |
| 🔴 SELL | May 21, 2025 1:20pm ET | $12.96 | 785 | $10,169.68 | $10,180.31 |
$-945.93 (-8.5%) |
🛑 -10% Stop
8.2d held |
|
| 18 | 🟢 BUY | May 29, 2025 9:30am ET | $13.36 | 761 | $10,169.47 | — | — | — |
| 🔴 SELL | Jun 11, 2025 9:30am ET | $14.70 | 761 | $11,186.78 | $11,197.62 |
+$1,017.30 (+10.0%) |
🎯 +5% Target
13d held |
|
| 19 | 🟢 BUY | Jun 12, 2025 9:30am ET | $14.75 | 759 | $11,191.46 | — | — | — |
| 🔴 SELL | Jun 26, 2025 9:35am ET | $16.31 | 759 | $12,375.50 | $12,381.66 |
+$1,184.04 (+10.6%) |
🎯 +5% Target
14d held |
|
| 20 | 🟢 BUY | Jun 27, 2025 9:45am ET | $17.06 | 725 | $12,366.76 | — | — | — |
| 🔴 SELL | Jun 30, 2025 10:25am ET | $18.83 | 725 | $13,652.26 | $13,667.16 |
+$1,285.50 (+10.4%) |
🎯 +5% Target
3d held |
|
| 21 | 🟢 BUY | Jul 1, 2025 10:25am ET | $18.09 | 755 | $13,654.33 | — | — | — |
| 🔴 SELL | Jul 8, 2025 9:30am ET | $20.43 | 755 | $15,424.65 | $15,437.48 |
+$1,770.32 (+13.0%) |
🎯 +5% Target
7d held |
|
| 22 | 🟢 BUY | Jul 9, 2025 9:30am ET | $19.96 | 773 | $15,429.08 | — | — | — |
| 🔴 SELL | Jul 17, 2025 12:20pm ET | $21.99 | 773 | $16,994.41 | $17,002.80 |
+$1,565.33 (+10.2%) |
🎯 +5% Target
8.1d held |
|
| 23 | 🟢 BUY | Jul 18, 2025 12:20pm ET | $21.54 | 789 | $16,995.61 | — | — | — |
| 🔴 SELL | Jul 29, 2025 9:30am ET | $24.63 | 789 | $19,430.31 | $19,437.50 |
+$2,434.70 (+14.3%) |
🎯 +5% Target
10.9d held |
|
| 24 | 🟢 BUY | Jul 30, 2025 9:30am ET | $20.83 | 933 | $19,429.73 | — | — | — |
| 🔴 SELL | Jul 31, 2025 9:30am ET | $23.15 | 933 | $21,594.29 | $21,602.06 |
+$2,164.56 (+11.1%) |
🎯 +5% Target
1d held |
|
| 25 | 🟢 BUY | Aug 1, 2025 9:30am ET | $21.15 | 1,021 | $21,594.15 | — | — | — |
| 🔴 SELL | Aug 12, 2025 9:35am ET | $23.42 | 1,021 | $23,910.59 | $23,918.51 |
+$2,316.44 (+10.7%) |
🎯 +5% Target
11d held |
|
| 26 | 🟢 BUY | Aug 13, 2025 9:35am ET | $24.13 | 991 | $23,907.88 | — | — | — |
| 🔴 SELL | Aug 20, 2025 9:40am ET | $22.15 | 991 | $21,945.70 | $21,956.33 |
$-1,962.18 (-8.2%) |
🛑 -10% Stop
7d held |
|
| 27 | 🟢 BUY | Aug 22, 2025 9:30am ET | $23.06 | 952 | $21,953.12 | — | — | — |
| 🔴 SELL | Aug 25, 2025 10:00am ET | $25.65 | 952 | $24,414.80 | $24,418.01 |
+$2,461.68 (+11.2%) |
🎯 +5% Target
3d held |
|
| 28 | 🟢 BUY | Aug 26, 2025 10:05am ET | $26.27 | 929 | $24,408.08 | — | — | — |
| 🔴 SELL | Sep 2, 2025 9:30am ET | $23.82 | 929 | $22,124.14 | $22,134.06 |
$-2,283.95 (-9.4%) |
🛑 -10% Stop
7d held |
|
| 29 | 🟢 BUY | Sep 3, 2025 9:30am ET | $24.87 | 889 | $22,109.43 | — | — | — |
| 🔴 SELL | Sep 15, 2025 9:35am ET | $27.50 | 889 | $24,443.06 | $24,467.69 |
+$2,333.63 (+10.6%) |
🎯 +5% Target
12d held |
|
| 30 | 🟢 BUY | Sep 16, 2025 9:35am ET | $27.20 | 899 | $24,456.67 | — | — | — |
| 🔴 SELL | Sep 22, 2025 9:55am ET | $29.93 | 899 | $26,902.58 | $26,913.59 |
+$2,445.91 (+10.0%) |
🎯 +5% Target
6d held |
|
| 31 | 🟢 BUY | Sep 23, 2025 10:00am ET | $29.81 | 902 | $26,891.78 | — | — | — |
| 🔴 SELL | Sep 25, 2025 9:30am ET | $27.41 | 902 | $24,724.45 | $24,746.27 |
$-2,167.33 (-8.1%) |
🛑 -10% Stop
2d held |
|
| 32 | 🟢 BUY | Sep 26, 2025 9:30am ET | $28.17 | 878 | $24,733.26 | — | — | — |
| 🔴 SELL | Sep 30, 2025 10:30am ET | $25.74 | 878 | $22,599.72 | $22,612.73 |
$-2,133.54 (-8.6%) |
🛑 -10% Stop
4d held |
|
| 33 | 🟢 BUY | Oct 1, 2025 10:40am ET | $26.82 | 843 | $22,605.05 | — | — | — |
| 🔴 SELL | Oct 10, 2025 9:40am ET | $29.61 | 843 | $24,960.64 | $24,968.32 |
+$2,355.59 (+10.4%) |
🎯 +5% Target
9d held |
|
| 34 | 🟢 BUY | Oct 27, 2025 9:30am ET | $29.41 | 848 | $24,939.68 | — | — | — |
| 🔴 SELL | Nov 7, 2025 9:30am ET | $26.34 | 848 | $22,332.08 | $22,360.72 |
$-2,607.60 (-10.5%) |
🛑 -10% Stop
11d held |
|
| 35 | 🟢 BUY | Nov 11, 2025 9:35am ET | $30.19 | 740 | $22,343.86 | — | — | — |
| 🔴 SELL | Nov 14, 2025 9:30am ET | $26.96 | 740 | $19,950.40 | $19,967.27 |
$-2,393.46 (-10.7%) |
🛑 -10% Stop
3d held |
|
| 36 | 🟢 BUY | Dec 5, 2025 9:30am ET | $27.32 | 730 | $19,943.60 | — | — | — |
| 🔴 SELL | Dec 26, 2025 9:30am ET | $27.43 | 730 | $20,020.25 | $20,043.92 |
+$76.65 (+0.4%) |
⏰ 30 Day Max
21d held |
|
| 37 | 🟢 BUY | Jan 6, 2026 9:30am ET | $28.56 | 701 | $20,017.06 | — | — | — |
| 🔴 SELL | Jan 6, 2026 1:05pm ET | $26.23 | 701 | $18,387.23 | $18,414.09 |
$-1,629.83 (-8.1%) |
🛑 -10% Stop
3.6h held |
|
| 38 | 🟢 BUY | Jan 14, 2026 9:30am ET | $26.71 | 689 | $18,403.19 | — | — | — |
| 🔴 SELL | Jan 28, 2026 3:55pm ET | $24.57 | 689 | $16,928.73 | $16,939.63 |
$-1,474.46 (-8.0%) |
🛑 -10% Stop
14.3d held |
|
| 39 | 🟢 BUY | Mar 18, 2026 9:30am ET | $17.44 | 971 | $16,934.24 | — | — | — |
| 🔴 SELL | Mar 24, 2026 10:50am ET | $16.52 | 971 | $16,045.77 | $16,051.16 |
$-888.47 (-5.2%) |
🛑 -10% Stop
6.1d held |
|
| 40 | 🟢 BUY | Apr 8, 2026 9:30am ET | $17.70 | 906 | $16,040.73 | — | — | — |
| 🔴 SELL | Apr 8, 2026 10:05am ET | $16.68 | 906 | $15,116.61 | $15,127.04 |
$-924.12 (-5.8%) |
🛑 -10% Stop
35m held |
|
| 41 | 🟢 BUY | Apr 14, 2026 9:35am ET | $17.86 | 846 | $15,109.56 | — | — | — |
| 🔴 SELL | Apr 17, 2026 9:35am ET | $19.80 | 846 | $16,750.80 | $16,768.28 |
+$1,641.24 (+10.9%) |
🎯 +5% Target
3d held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$16,768.28
Net Profit/Loss:
+$6,768.28
Total Return:
+67.68%