Simulated with $10,000 starting capital
PHASE 5: BULL TREND
Signals generated 2026-05-07 06:30:35

Trend-following and momentum strategies active. Ride winners.

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)
58.2 neutral
20d Trend
+92.9%
5d Trend
-10.5%
EMA20 Dist
+4.3%
ATR%
12.0%
Range Pos
60%
Bounce Ratio
0.8×
Green/Red 10d
2/8

Strategy Score Scored May 6, 2026

27
Lifetime
Confidence: 97%

Quality Components

Return-to-Risk
6.9/35
Total Return
13.7/25
Win Rate
0.5/15
Profit Factor
1.6/15
Consistency
5.5/10
Raw Quality 28.2/100
× Confidence 0.97 = 27.5

30-Day Momentum

51
+25.3%
30d Return
67%
Win Rate
3
Trades
2.9×
Profit Factor
Quality: 83.6 Conf: 0.61×
Accelerating (+24 vs lifetime)
Momentum meets 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 (97%) 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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
10,985
Timeframe
5-Minute Bars
Period Range
2025-11-07 → 2026-05-06
Trading Days
133 days
Data Gaps
None (6 market holidays)

Market Closed (6 days)

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, 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 6 Months)

Period Start Capital
$13,965.44
Current Value
$14,306.67
Period P&L
$341.23
Max Drawdown
-21.8%
Sharpe Ratio
0.04

Trade Statistics (Last 6 Months)

Trades in Period
27
Winners / Losers
10 / 17
Best Trade
+15.01%
Worst Trade
-5.16%
Avg Trade Return
+0.20%
Avg Hold Time
1.5d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$694,088.14
Estimated Fees
$0.00
Gross P&L
$341.23
Net P&L (after fees)
$341.23
Gross Return
+2.44%
Net Return (after fees)
+2.44%

✅ 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

📈 NET 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: 133 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 27 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $13,965.44 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 Nov 7, 2025 1:25pm ET $225.64 61 $13,763.74
🔴 SELL Nov 7, 2025 3:40pm ET $232.20 61 $14,164.20 $14,365.91 +$400.47
(+2.9%)
🎯 +5% Target
0m held
2 🟢 BUY Nov 14, 2025 10:35am ET $211.36 67 $14,161.12
🔴 SELL Nov 17, 2025 10:00am ET $205.92 67 $13,796.31 $14,001.09 $-364.82
(-2.6%)
🛑 -10% Stop
0m held
3 🟢 BUY Nov 24, 2025 10:35am ET $193.19 72 $13,909.68
🔴 SELL Nov 25, 2025 10:00am ET $186.56 72 $13,432.32 $13,523.73 $-477.36
(-3.4%)
🛑 -10% Stop
0m held
4 🟢 BUY Nov 25, 2025 12:35pm ET $194.33 69 $13,408.77
🔴 SELL Nov 26, 2025 1:05pm ET $198.00 69 $13,662.00 $13,776.96 +$253.23
(+1.9%)
END_OF_DAY
0m held
5 🟢 BUY Nov 28, 2025 10:40am ET $201.19 68 $13,680.99
🔴 SELL Dec 1, 2025 10:00am ET $198.75 68 $13,514.66 $13,610.63 $-166.33
(-1.2%)
🛑 -10% Stop
0m held
6 🟢 BUY Dec 3, 2025 10:40am ET $201.83 67 $13,522.60
🔴 SELL Dec 4, 2025 11:10am ET $203.16 67 $13,611.39 $13,699.41 +$88.78
(+0.7%)
END_OF_DAY
0m held
7 🟢 BUY Dec 4, 2025 12:55pm ET $204.59 66 $13,502.94
🔴 SELL Dec 5, 2025 10:00am ET $202.39 66 $13,357.41 $13,553.88 $-145.53
(-1.1%)
🛑 -10% Stop
0m held
8 🟢 BUY Dec 9, 2025 10:35am ET $206.42 65 $13,417.30
🔴 SELL Dec 10, 2025 11:05am ET $208.05 65 $13,522.93 $13,659.51 +$105.63
(+0.8%)
END_OF_DAY
0m held
9 🟢 BUY Dec 10, 2025 12:20pm ET $209.88 65 $13,642.20
🔴 SELL Dec 11, 2025 10:00am ET $206.00 65 $13,390.00 $13,407.31 $-252.20
(-1.9%)
🛑 -10% Stop
0m held
10 🟢 BUY Dec 19, 2025 11:30am ET $196.49 68 $13,361.32
🔴 SELL Dec 22, 2025 10:00am ET $201.98 68 $13,734.64 $13,780.63 +$373.32
(+2.8%)
🎯 +5% Target
0m held
11 🟢 BUY Dec 23, 2025 3:35pm ET $202.78 67 $13,586.26
🔴 SELL Dec 26, 2025 1:00pm ET $202.60 67 $13,574.20 $13,768.57 $-12.06
(-0.1%)
END_OF_DAY
0m held
12 🟢 BUY Jan 5, 2026 10:20am ET $202.81 67 $13,588.27
🔴 SELL Jan 5, 2026 12:20pm ET $200.72 67 $13,448.24 $13,628.54 $-140.03
(-1.0%)
🛑 -10% Stop
0m held
13 🟢 BUY Jan 7, 2026 12:05pm ET $203.02 67 $13,602.34
🔴 SELL Jan 8, 2026 10:00am ET $192.55 67 $12,900.85 $12,927.05 $-701.49
(-5.2%)
🛑 -10% Stop
0m held
14 🟢 BUY Jan 12, 2026 11:10am ET $184.86 69 $12,755.34
🔴 SELL Jan 13, 2026 11:40am ET $187.16 69 $12,914.04 $13,085.75 +$158.70
(+1.2%)
END_OF_DAY
0m held
15 🟢 BUY Jan 14, 2026 10:05am ET $190.50 68 $12,954.00
🔴 SELL Jan 14, 2026 10:40am ET $187.72 68 $12,764.96 $12,896.71 $-189.04
(-1.5%)
🛑 -10% Stop
0m held
16 🟢 BUY Jan 16, 2026 10:25am ET $185.23 69 $12,780.53
🔴 SELL Jan 20, 2026 10:00am ET $179.08 69 $12,356.18 $12,472.36 $-424.35
(-3.3%)
🛑 -10% Stop
0m held
17 🟢 BUY Jan 23, 2026 11:00am ET $178.65 69 $12,326.85
🔴 SELL Jan 23, 2026 11:20am ET $176.40 69 $12,171.60 $12,317.11 $-155.25
(-1.3%)
🛑 -10% Stop
0m held
18 🟢 BUY Jan 26, 2026 3:05pm ET $194.75 63 $12,269.25
🔴 SELL Jan 26, 2026 3:30pm ET $191.78 63 $12,082.14 $12,130.00 $-187.11
(-1.5%)
🛑 -10% Stop
0m held
19 🟢 BUY Feb 2, 2026 1:15pm ET $184.99 65 $12,024.03
🔴 SELL Feb 2, 2026 2:25pm ET $182.59 65 $11,868.35 $11,974.32 $-155.68
(-1.3%)
🛑 -10% Stop
0m held
20 🟢 BUY Feb 6, 2026 12:05pm ET $168.39 71 $11,955.69
🔴 SELL Feb 6, 2026 3:05pm ET $172.69 71 $12,260.99 $12,279.62 +$305.30
(+2.5%)
🎯 +5% Target
0m held
21 🟢 BUY Feb 9, 2026 11:00am ET $175.29 70 $12,270.30
🔴 SELL Feb 9, 2026 11:55am ET $173.51 70 $12,145.70 $12,155.02 $-124.60
(-1.0%)
🛑 -10% Stop
0m held
22 🟢 BUY Feb 10, 2026 12:40pm ET $182.69 66 $12,057.53
🔴 SELL Feb 10, 2026 3:55pm ET $180.39 66 $11,905.74 $12,003.23 $-151.79
(-1.3%)
🛑 -10% Stop
0m held
23 🟢 BUY Feb 13, 2026 1:05pm ET $194.68 61 $11,875.18
🔴 SELL Feb 13, 2026 3:55pm ET $195.15 61 $11,904.15 $12,032.20 +$28.97
(+0.2%)
📅 Sim Ended
0m held
24 🟢 BUY Mar 25, 2026 9:30am ET $221.42 54 $11,956.68
🔴 SELL Mar 26, 2026 1:55pm ET $210.02 54 $11,341.08 $11,416.60 $-615.60
(-5.1%)
🛑 -10% Stop
1.2d held
25 🟢 BUY Apr 8, 2026 9:30am ET $223.45 51 $11,395.70
🔴 SELL Apr 8, 2026 10:10am ET $212.13 51 $10,818.88 $10,839.79 $-576.81
(-5.1%)
🛑 -10% Stop
40m held
26 🟢 BUY Apr 15, 2026 9:30am ET $184.50 58 $10,701.00
🔴 SELL Apr 27, 2026 12:45pm ET $212.18 58 $12,306.73 $12,445.52 +$1,605.73
(+15.0%)
🎯 +5% Target
12.1d held
27 🟢 BUY May 1, 2026 9:30am ET $210.24 59 $12,403.87
🔴 SELL May 5, 2026 11:40am ET $241.78 59 $14,265.02 $14,306.67 +$1,861.15
(+15.0%)
🎯 +5% Target
4.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $14,306.67
Net Profit/Loss: +$4,306.67
Total Return: +43.07%
Back to Surge