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

Surge PRO's Analysis

Last 6 Months: 2025-11-06 to present • 25 trades in period

+18.56%
Last 6 Months Return
$20,818.49
Current Value
32%
Win Rate
$18,024.83
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 10:59:43

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 6, 2026

48
Lifetime
Confidence: 94%

Quality Components

Return-to-Risk
22.9/35
Total Return
16.9/25
Win Rate
0.5/15
Profit Factor
4.5/15
Consistency
6.5/10
Raw Quality 51.3/100
× Confidence 0.94 = 48.4

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 (94%) 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
16,368
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
138 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
$18,024.83
Current Value
$20,818.49
Period P&L
$3,345.71
Max Drawdown
-16.5%
Sharpe Ratio
0.15

Trade Statistics (Last 6 Months)

Trades in Period
25
Winners / Losers
8 / 17
Best Trade
+14.45%
Worst Trade
-6.48%
Avg Trade Return
+0.67%
Avg Hold Time
1.3d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$73,779.52
Estimated Fees
$0.00
Gross P&L
$3,345.71
Net P&L (after fees)
$3,345.71
Gross Return
+18.56%
Net Return (after fees)
+18.56%

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

Trade History (Last 6 Months - 25 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge PRO had $18,024.83 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 5, 2025 3:00pm ET $30.16 0 $0.00 — — —
🔴 SELL Nov 6, 2025 10:00am ET $29.24 0 $0.00 $17,472.78 $-552.05
(-3.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY Nov 7, 2025 1:10pm ET $27.10 0 $0.00 — — —
🔴 SELL Nov 7, 2025 2:50pm ET $27.83 0 $0.00 $17,939.68 +$466.90
(+2.7%) 		🎯 +5% Target
0m held
3 🟢 BUY Nov 10, 2025 1:00pm ET $30.37 0 $0.00 — — —
🔴 SELL Nov 11, 2025 11:25am ET $30.05 0 $0.00 $17,750.82 $-188.86
(-1.1%) 		🛑 -10% Stop
0m held
4 🟢 BUY Nov 11, 2025 1:40pm ET $30.82 0 $0.00 — — —
🔴 SELL Nov 12, 2025 10:00am ET $32.34 0 $0.00 $18,626.34 +$875.52
(+4.9%) 		🎯 +5% Target
0m held
5 🟢 BUY Nov 25, 2025 1:00pm ET $27.79 0 $0.00 — — —
🔴 SELL Nov 26, 2025 10:00am ET $28.54 0 $0.00 $19,128.84 +$502.50
(+2.7%) 		🎯 +5% Target
0m held
6 🟢 BUY Nov 26, 2025 1:00pm ET $29.12 0 $0.00 — — —
🔴 SELL Nov 26, 2025 2:55pm ET $28.79 0 $0.00 $18,909.08 $-219.76
(-1.1%) 		🛑 -10% Stop
0m held
7 🟢 BUY Nov 28, 2025 1:00pm ET $29.72 0 $0.00 — — —
🔴 SELL Dec 1, 2025 10:00am ET $29.28 0 $0.00 $18,629.18 $-279.90
(-1.5%) 		🛑 -10% Stop
0m held
8 🟢 BUY Dec 1, 2025 1:05pm ET $29.64 0 $0.00 — — —
🔴 SELL Dec 1, 2025 2:25pm ET $29.33 0 $0.00 $18,431.30 $-197.88
(-1.1%) 		🛑 -10% Stop
0m held
9 🟢 BUY Dec 4, 2025 1:00pm ET $29.61 0 $0.00 — — —
🔴 SELL Dec 4, 2025 1:15pm ET $29.31 0 $0.00 $18,242.03 $-189.27
(-1.0%) 		🛑 -10% Stop
0m held
10 🟢 BUY Dec 5, 2025 1:05pm ET $27.65 0 $0.00 — — —
🔴 SELL Dec 8, 2025 10:40am ET $27.34 0 $0.00 $18,041.03 $-201.00
(-1.1%) 		🛑 -10% Stop
0m held
11 🟢 BUY Dec 10, 2025 1:00pm ET $27.10 0 $0.00 — — —
🔴 SELL Dec 11, 2025 10:00am ET $26.79 0 $0.00 $17,838.20 $-202.83
(-1.1%) 		🛑 -10% Stop
0m held
12 🟢 BUY Dec 11, 2025 1:00pm ET $27.13 0 $0.00 — — —
🔴 SELL Dec 12, 2025 10:05am ET $26.78 0 $0.00 $17,605.36 $-232.84
(-1.3%) 		🛑 -10% Stop
0m held
13 🟢 BUY Dec 12, 2025 1:15pm ET $27.47 0 $0.00 — — —
🔴 SELL Dec 12, 2025 2:05pm ET $27.16 0 $0.00 $17,406.65 $-198.71
(-1.1%) 		🛑 -10% Stop
0m held
14 🟢 BUY Dec 19, 2025 1:00pm ET $27.09 0 $0.00 — — —
🔴 SELL Dec 22, 2025 1:30pm ET $27.22 0 $0.00 $17,490.11 +$83.46
(+0.5%) 		END_OF_DAY
0m held
15 🟢 BUY Dec 24, 2025 1:00pm ET $27.48 0 $0.00 — — —
🔴 SELL Dec 26, 2025 10:10am ET $27.14 0 $0.00 $17,273.87 $-216.24
(-1.2%) 		🛑 -10% Stop
0m held
16 🟢 BUY Jan 2, 2026 1:00pm ET $27.33 0 $0.00 — — —
🔴 SELL Jan 5, 2026 10:00am ET $28.50 0 $0.00 $18,013.25 +$739.38
(+4.3%) 		🎯 +5% Target
0m held
17 🟢 BUY Jan 5, 2026 1:00pm ET $29.14 0 $0.00 — — —
🔴 SELL Jan 6, 2026 10:00am ET $27.25 0 $0.00 $16,845.60 $-1,167.65
(-6.5%) 		🛑 -10% Stop
0m held
18 🟢 BUY Jan 7, 2026 1:40pm ET $27.05 0 $0.00 — — —
🔴 SELL Jan 8, 2026 12:35pm ET $27.84 0 $0.00 $17,338.54 +$492.94
(+2.9%) 		🎯 +5% Target
0m held
19 🟢 BUY Jan 8, 2026 1:00pm ET $27.93 0 $0.00 — — —
🔴 SELL Jan 8, 2026 1:35pm ET $27.63 0 $0.00 $17,150.49 $-188.05
(-1.1%) 		🛑 -10% Stop
0m held
20 🟢 BUY Jan 13, 2026 2:45pm ET $26.95 0 $0.00 — — —
🔴 SELL Jan 14, 2026 10:00am ET $26.23 0 $0.00 $16,695.75 $-454.74
(-2.6%) 		🛑 -10% Stop
0m held
21 🟢 BUY Jan 16, 2026 1:05pm ET $26.76 0 $0.00 — — —
🔴 SELL Jan 16, 2026 2:10pm ET $26.43 0 $0.00 $16,491.64 $-204.11
(-1.2%) 		🛑 -10% Stop
0m held
22 🟢 BUY Feb 6, 2026 1:00pm ET $21.03 0 $0.00 — — —
🔴 SELL Feb 6, 2026 2:05pm ET $20.79 0 $0.00 $16,299.64 $-192.00
(-1.2%) 		🛑 -10% Stop
0m held
23 🟢 BUY Feb 9, 2026 1:00pm ET $21.51 0 $0.00 — — —
🔴 SELL Feb 9, 2026 3:45pm ET $21.27 0 $0.00 $16,116.60 $-183.04
(-1.1%) 		🛑 -10% Stop
0m held
24 🟢 BUY Mar 31, 2026 9:30am ET $15.47 1,041 $16,104.27 — — —
🔴 SELL Apr 8, 2026 9:30am ET $17.70 1,041 $18,430.90 $18,443.23 +$2,326.63
(+14.4%) 		🎯 +5% Target
8d held
25 🟢 BUY Apr 14, 2026 9:30am ET $17.54 1,051 $18,434.54 — — —
🔴 SELL Apr 17, 2026 9:35am ET $19.80 1,051 $20,809.80 $20,818.49 +$2,375.26
(+12.9%) 		🎯 +5% Target
3d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $20,818.49
Net Profit/Loss: +$10,818.49
Total Return: +108.18%
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