Simulated with $10,000 starting capital
PHASE 5: BULL TREND
Signals generated 2026-05-06 09:49:09

Trend-following and momentum strategies active. Ride winners.

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)
68.2 neutral
20d Trend
+5.1%
5d Trend
+5.5%
EMA20 Dist
+3.1%
ATR%
1.8%
Range Pos
93%
Bounce Ratio
2.5×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

29
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
13.3/35
Total Return
12.0/25
Win Rate
4.4/15
Profit Factor
3.0/15
Consistency
5.8/10
Raw Quality 38.5/100
× Confidence 0.75 = 28.8

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 (75%) 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
7,573
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-06
Trading Days
91 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
$11,781.25
Current Value
$12,714.96
Period P&L
$933.71
Max Drawdown
-7.2%
Sharpe Ratio
0.62

Trade Statistics (Year to Date)

Trades in Period
12
Winners / Losers
8 / 4
Best Trade
+2.60%
Worst Trade
-1.01%
Avg Trade Return
+0.67%
Avg Hold Time
1.5d

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$279,972.67
Estimated Fees
$0.00
Gross P&L
$933.71
Net P&L (after fees)
$933.71
Gross Return
+7.93%
Net Return (after fees)
+7.93%

✅ 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

📈 COST 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: 91 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 12 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,781.25 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 5, 2026 3:40pm ET $878.55 13 $11,421.15
🔴 SELL Jan 7, 2026 10:10am ET $884.99 13 $11,504.87 $11,864.97 +$83.72
(+0.7%)
END_OF_DAY
0m held
2 🟢 BUY Jan 8, 2026 10:10am ET $919.30 12 $11,031.60
🔴 SELL Jan 9, 2026 10:40am ET $921.49 12 $11,057.82 $11,891.19 +$26.22
(+0.2%)
END_OF_DAY
0m held
3 🟢 BUY Jan 9, 2026 11:30am ET $923.06 12 $11,076.72
🔴 SELL Jan 12, 2026 12:00pm ET $939.00 12 $11,268.00 $12,082.47 +$191.28
(+1.7%)
END_OF_DAY
0m held
4 🟢 BUY Jan 12, 2026 12:10pm ET $939.61 12 $11,275.32
🔴 SELL Jan 13, 2026 10:45am ET $930.10 12 $11,161.20 $11,968.35 $-114.12
(-1.0%)
🛑 -10% Stop
0m held
5 🟢 BUY Jan 21, 2026 11:25am ET $975.58 12 $11,706.90
🔴 SELL Jan 22, 2026 11:55am ET $973.38 12 $11,680.56 $11,942.01 $-26.34
(-0.2%)
END_OF_DAY
0m held
6 🟢 BUY Jan 23, 2026 10:45am ET $982.20 12 $11,786.40
🔴 SELL Jan 26, 2026 11:15am ET $981.62 12 $11,779.45 $11,935.06 $-6.95
(-0.1%)
END_OF_DAY
0m held
7 🟢 BUY Feb 2, 2026 11:15am ET $954.71 12 $11,456.52
🔴 SELL Feb 3, 2026 10:00am ET $979.51 12 $11,754.12 $12,232.66 +$297.60
(+2.6%)
🎯 +5% Target
0m held
8 🟢 BUY Feb 3, 2026 11:10am ET $984.88 12 $11,818.56
🔴 SELL Feb 4, 2026 11:40am ET $986.63 12 $11,839.56 $12,253.66 +$21.00
(+0.2%)
END_OF_DAY
0m held
9 🟢 BUY Feb 6, 2026 2:55pm ET $997.59 12 $11,971.08
🔴 SELL Feb 9, 2026 3:25pm ET $997.84 12 $11,974.14 $12,256.72 +$3.06
(+0.0%)
END_OF_DAY
0m held
10 🟢 BUY Feb 11, 2026 11:05am ET $979.96 12 $11,759.47
🔴 SELL Feb 12, 2026 11:35am ET $1,000.24 12 $12,002.91 $12,500.16 +$243.44
(+2.1%)
END_OF_DAY
0m held
11 🟢 BUY Feb 12, 2026 11:45am ET $997.98 12 $11,975.76
🔴 SELL Feb 13, 2026 12:15pm ET $1,018.10 12 $12,217.20 $12,741.60 +$241.44
(+2.0%)
END_OF_DAY
0m held
12 🟢 BUY Feb 13, 2026 12:20pm ET $1,020.00 12 $12,240.00
🔴 SELL Feb 13, 2026 3:55pm ET $1,017.78 12 $12,213.36 $12,714.96 $-26.64
(-0.2%)
📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,714.96
Net Profit/Loss: +$2,714.96
Total Return: +27.15%
Back to Surge