Compendium › Surge › SOFI
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
SOFI
Alpaca Tradeable

Surge's Analysis

Year to Date: 2026-01-01 to present • 16 trades in period

+7.59%
Year to Date Return
$20,749.99
Current Value
25%
Win Rate
$19,287.02
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 05:18:16

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)
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
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

48
Lifetime
Confidence: 96%

Quality Components

Return-to-Risk
23.9/35
Total Return
16.9/25
Win Rate
0.0/15
Profit Factor
3.0/15
Consistency
6.3/10
Raw Quality 50.1/100
× Confidence 0.96 = 48.3

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 (96%) 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
9,360
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-05
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
$19,287.02
Current Value
$20,749.99
Period P&L
$1,462.97
Max Drawdown
-15.8%
Sharpe Ratio
0.12

Trade Statistics (Year to Date)

Trades in Period
16
Winners / Losers
4 / 12
Best Trade
+15.45%
Worst Trade
-5.13%
Avg Trade Return
+0.56%
Avg Hold Time
1.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$651,040.11
Estimated Fees
$0.00
Gross P&L
$1,462.97
Net P&L (after fees)
$1,462.97
Gross Return
+7.59%
Net Return (after fees)
+7.59%

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

Trade History (Year to Date - 16 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $19,287.02 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 2, 2026 11:30am ET $26.82 719 $19,286.96 — — —
🔴 SELL Jan 5, 2026 10:00am ET $28.50 719 $20,491.50 $20,491.56 +$1,204.54
(+6.2%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:25am ET $28.57 717 $20,484.69 — — —
🔴 SELL Jan 5, 2026 11:05am ET $29.30 717 $21,008.17 $21,015.04 +$523.48
(+2.6%) 		🎯 +5% Target
0m held
3 🟢 BUY Jan 7, 2026 1:40pm ET $27.05 776 $20,988.86 — — —
🔴 SELL Jan 8, 2026 12:35pm ET $27.84 776 $21,603.84 $21,630.02 +$614.98
(+2.9%) 		🎯 +5% Target
0m held
4 🟢 BUY Jan 8, 2026 12:40pm ET $27.84 776 $21,604.46 — — —
🔴 SELL Jan 9, 2026 1:10pm ET $27.69 776 $21,490.62 $21,516.18 $-113.84
(-0.5%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 13, 2026 2:45pm ET $26.95 798 $21,502.11 — — —
🔴 SELL Jan 14, 2026 10:00am ET $26.23 798 $20,931.54 $20,945.61 $-570.57
(-2.6%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 15, 2026 11:00am ET $27.23 769 $20,939.95 — — —
🔴 SELL Jan 15, 2026 11:15am ET $26.93 769 $20,711.40 $20,717.06 $-228.55
(-1.1%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 16, 2026 1:05pm ET $26.76 774 $20,708.37 — — —
🔴 SELL Jan 16, 2026 2:10pm ET $26.43 774 $20,455.19 $20,463.88 $-253.18
(-1.2%) 		🛑 -10% Stop
0m held
8 🟢 BUY Jan 20, 2026 10:20am ET $26.00 787 $20,461.84 — — —
🔴 SELL Jan 20, 2026 1:35pm ET $25.67 787 $20,202.29 $20,204.33 $-259.55
(-1.3%) 		🛑 -10% Stop
0m held
9 🟢 BUY Jan 23, 2026 12:25pm ET $26.12 773 $20,190.76 — — —
🔴 SELL Jan 23, 2026 12:50pm ET $25.86 773 $19,985.92 $19,999.48 $-204.85
(-1.0%) 		🛑 -10% Stop
0m held
10 🟢 BUY Feb 2, 2026 12:10pm ET $22.72 880 $19,993.60 — — —
🔴 SELL Feb 2, 2026 12:35pm ET $22.47 880 $19,769.20 $19,775.08 $-224.40
(-1.1%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 6, 2026 10:55am ET $21.01 941 $19,768.25 — — —
🔴 SELL Feb 6, 2026 2:05pm ET $20.79 941 $19,559.34 $19,566.18 $-208.90
(-1.1%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 9, 2026 10:55am ET $21.49 910 $19,551.35 — — —
🔴 SELL Feb 9, 2026 3:45pm ET $21.27 910 $19,355.70 $19,370.53 $-195.65
(-1.0%) 		🛑 -10% Stop
0m held
13 🟢 BUY Feb 10, 2026 10:05am ET $21.91 884 $19,364.02 — — —
🔴 SELL Feb 10, 2026 10:10am ET $21.66 884 $19,147.35 $19,153.86 $-216.67
(-1.1%) 		🛑 -10% Stop
0m held
14 🟢 BUY Feb 13, 2026 10:25am ET $19.77 968 $19,137.36 — — —
🔴 SELL Feb 13, 2026 10:40am ET $19.56 968 $18,929.24 $18,945.74 $-208.12
(-1.1%) 		🛑 -10% Stop
0m held
15 🟢 BUY Mar 31, 2026 9:30am ET $15.47 1,224 $18,935.28 — — —
🔴 SELL Apr 14, 2026 9:35am ET $17.86 1,224 $21,860.64 $21,871.10 +$2,925.36
(+15.4%) 		🎯 +5% Target
14d held
16 🟢 BUY Apr 16, 2026 9:30am ET $19.51 1,121 $21,870.71 — — —
🔴 SELL Apr 23, 2026 10:00am ET $18.51 1,121 $20,749.60 $20,749.99 $-1,121.11
(-5.1%) 		🛑 -10% Stop
7d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $20,749.99
Net Profit/Loss: +$10,749.99
Total Return: +107.50%
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