Simulated with $10,000 starting capital
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 08:49:45

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)
39 neutral
20d Trend
-6.5%
5d Trend
-4.3%
EMA20 Dist
-3.4%
ATR%
2.4%
Range Pos
56%
Bounce Ratio
0.6×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

40
Lifetime
Confidence: 93%

Quality Components

Return-to-Risk
15.1/35
Total Return
12.8/25
Win Rate
4.0/15
Profit Factor
3.4/15
Consistency
7.0/10
Raw Quality 42.3/100
× Confidence 0.93 = 39.5

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 (93%) 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
7,201
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-05
Trading Days
89 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
$12,691.43
Current Value
$13,362.70
Period P&L
$671.27
Max Drawdown
-7.8%
Sharpe Ratio
0.12

Trade Statistics (Year to Date)

Trades in Period
12
Winners / Losers
5 / 7
Best Trade
+12.65%
Worst Trade
-4.16%
Avg Trade Return
+0.51%
Avg Hold Time
2.6d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$49,098.38
Estimated Fees
$0.00
Gross P&L
$671.27
Net P&L (after fees)
$671.27
Gross Return
+5.29%
Net Return (after fees)
+5.29%

✅ 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

📈 MS 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: 89 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 PRO had $12,691.43 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 1:00pm ET $179.93 0 $0.00
🔴 SELL Jan 5, 2026 10:00am ET $187.61 0 $0.00 $13,229.38 +$537.95
(+4.3%)
🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 1:00pm ET $187.75 0 $0.00
🔴 SELL Jan 6, 2026 1:30pm ET $188.31 0 $0.00 $13,268.81 +$39.43
(+0.3%)
END_OF_DAY
0m held
3 🟢 BUY Jan 6, 2026 2:00pm ET $188.64 0 $0.00
🔴 SELL Jan 7, 2026 10:00am ET $185.52 0 $0.00 $13,050.41 $-218.40
(-1.6%)
🛑 -10% Stop
0m held
4 🟢 BUY Jan 12, 2026 3:50pm ET $187.12 0 $0.00
🔴 SELL Jan 13, 2026 10:00am ET $182.77 0 $0.00 $12,750.26 $-300.15
(-2.3%)
🛑 -10% Stop
0m held
5 🟢 BUY Jan 15, 2026 1:00pm ET $191.97 0 $0.00
🔴 SELL Jan 16, 2026 1:30pm ET $191.62 0 $0.00 $12,727.16 $-23.10
(-0.2%)
END_OF_DAY
0m held
6 🟢 BUY Jan 21, 2026 2:25pm ET $185.07 0 $0.00
🔴 SELL Jan 22, 2026 10:00am ET $183.11 0 $0.00 $12,593.54 $-133.62
(-1.1%)
🛑 -10% Stop
0m held
7 🟢 BUY Jan 22, 2026 1:00pm ET $185.65 0 $0.00
🔴 SELL Jan 22, 2026 2:30pm ET $183.59 0 $0.00 $12,455.18 $-138.36
(-1.1%)
🛑 -10% Stop
0m held
8 🟢 BUY Jan 26, 2026 3:00pm ET $182.25 0 $0.00
🔴 SELL Jan 27, 2026 3:30pm ET $183.13 0 $0.00 $12,515.13 +$59.95
(+0.5%)
END_OF_DAY
0m held
9 🟢 BUY Jan 30, 2026 3:45pm ET $182.66 0 $0.00
🔴 SELL Feb 3, 2026 10:15am ET $183.29 0 $0.00 $12,557.97 +$42.84
(+0.3%)
END_OF_DAY
0m held
10 🟢 BUY Feb 9, 2026 1:00pm ET $182.89 0 $0.00
🔴 SELL Feb 10, 2026 11:00am ET $180.22 0 $0.00 $12,376.41 $-181.56
(-1.5%)
🛑 -10% Stop
0m held
11 🟢 BUY Mar 23, 2026 9:30am ET $165.34 74 $12,235.16
🔴 SELL Mar 27, 2026 10:00am ET $158.46 74 $11,726.04 $11,867.29 $-509.12
(-4.2%)
🛑 -10% Stop
4d held
12 🟢 BUY Mar 31, 2026 9:30am ET $161.93 73 $11,820.89
🔴 SELL Apr 14, 2026 9:30am ET $182.41 73 $13,316.29 $13,362.70 +$1,495.41
(+12.7%)
🎯 +5% Target
14d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,362.70
Net Profit/Loss: +$3,362.70
Total Return: +33.63%
Back to Surge PRO