Simulated with $10,000 starting capital
PHASE 5: BULL TREND
Signals generated 2026-05-06 05:17:22

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)
86 overbought
20d Trend
+20.8%
5d Trend
+7.0%
EMA20 Dist
+10.1%
ATR%
2.4%
Range Pos
96%
Bounce Ratio
12.1×
Green/Red 10d
8/2
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

35
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
15.2/35
Total Return
13.5/25
Win Rate
7.5/15
Profit Factor
6.0/15
Consistency
4.8/10
Raw Quality 46.9/100
× Confidence 0.75 = 35.1

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
8,548
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
$12,414.24
Current Value
$14,064.66
Period P&L
$1,650.42
Max Drawdown
-9.4%
Sharpe Ratio
0.61

Trade Statistics (Year to Date)

Trades in Period
9
Winners / Losers
6 / 3
Best Trade
+6.63%
Worst Trade
-1.07%
Avg Trade Return
+1.42%
Avg Hold Time
1.1d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$0.00
Estimated Fees
$0.00
Gross P&L
$1,650.42
Net P&L (after fees)
$1,650.42
Gross Return
+13.29%
Net Return (after fees)
+13.29%

✅ 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

📈 VZ 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 - 9 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge PRO had $12,414.24 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 14, 2026 1:00pm ET $39.69 0 $0.00
🔴 SELL Jan 15, 2026 10:05am ET $39.27 0 $0.00 $12,281.76 $-132.48
(-1.1%)
🛑 -10% Stop
0m held
2 🟢 BUY Jan 22, 2026 1:00pm ET $39.64 0 $0.00
🔴 SELL Jan 23, 2026 10:10am ET $39.21 0 $0.00 $12,150.37 $-131.39
(-1.1%)
🛑 -10% Stop
0m held
3 🟢 BUY Jan 29, 2026 1:40pm ET $40.04 0 $0.00
🔴 SELL Jan 30, 2026 10:00am ET $42.70 0 $0.00 $12,954.84 +$804.47
(+6.6%)
🎯 +5% Target
0m held
4 🟢 BUY Jan 30, 2026 1:00pm ET $43.71 0 $0.00
🔴 SELL Feb 2, 2026 1:30pm ET $44.26 0 $0.00 $13,117.88 +$163.04
(+1.3%)
END_OF_DAY
0m held
5 🟢 BUY Feb 3, 2026 1:00pm ET $46.15 0 $0.00
🔴 SELL Feb 4, 2026 1:30pm ET $46.65 0 $0.00 $13,259.88 +$142.00
(+1.1%)
END_OF_DAY
0m held
6 🟢 BUY Feb 4, 2026 2:30pm ET $47.31 0 $0.00
🔴 SELL Feb 5, 2026 11:30am ET $46.82 0 $0.00 $13,125.43 $-134.45
(-1.0%)
🛑 -10% Stop
0m held
7 🟢 BUY Feb 9, 2026 1:00pm ET $46.82 0 $0.00
🔴 SELL Feb 10, 2026 1:30pm ET $47.71 0 $0.00 $13,373.23 +$247.80
(+1.9%)
END_OF_DAY
0m held
8 🟢 BUY Feb 10, 2026 1:35pm ET $47.71 0 $0.00
🔴 SELL Feb 11, 2026 10:30am ET $48.94 0 $0.00 $13,719.03 +$345.80
(+2.6%)
🎯 +5% Target
0m held
9 🟢 BUY Feb 11, 2026 1:00pm ET $48.76 0 $0.00
🔴 SELL Feb 12, 2026 10:55am ET $49.99 0 $0.00 $14,064.66 +$345.63
(+2.5%)
🎯 +5% Target
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $14,064.66
Net Profit/Loss: +$4,064.66
Total Return: +40.65%
Back to Surge PRO