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

Yolanda YOLO's Analysis

Last 3 Months: 2026-03-20 to present • 4 trades in period

+9.88%
Last 3 Months Return
$23,832.65
Current Value
50%
Win Rate
$21,690.27
Period Start
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PHASE 2: FEAR TRANSITION
⚡ Fear Bear (strategies thrive)
Signals generated 2026-06-20 23:38:44

Fear building. Reversal strategies are becoming viable. Watch for bounce signals.

Fear & Greed
23
Extreme Fear
VIX
18.4
NORMAL
10Y Yield
4.49%
ELEVATED
Yield Curve
+0.27%
NORMAL
HY Spread
2.63
CALM
🌍 Kp Index
🟠 1.6
Active
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: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 20, 2026

41
Lifetime
Confidence: 86%

Quality Components

Return-to-Risk
17.5/35
Total Return
17.8/25
Win Rate
2.2/15
Profit Factor
3.9/15
Consistency
5.8/10
Raw Quality 47.2/100
× Confidence 0.86 = 40.6

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 (86%) 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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,914
Timeframe
5-Minute Bars
Period Range
2026-03-20 → 2026-06-18
Trading Days
63 days
Data Gaps
None (3 market holidays)

Market Closed (3 days)

2026-04-03 — Good Friday, 2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth
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 3 Months)

Period Start Capital
$21,690.27
Current Value
$23,832.65
Period P&L
$2,142.37
Max Drawdown
-27.7%
Sharpe Ratio
0.34

Trade Statistics (Last 3 Months)

Trades in Period
4
Winners / Losers
2 / 2
Best Trade
+11.10%
Worst Trade
-5.34%
Avg Trade Return
+2.69%
Avg Hold Time
4.1d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$182,622.02
Estimated Fees
$0.00
Gross P&L
$2,142.37
Net P&L (after fees)
$2,142.37
Gross Return
+9.88%
Net Return (after fees)
+9.88%

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

Trade History (Last 3 Months - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Yolanda YOLO had $21,690.27 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 Apr 8, 2026 10:35am ET $16.61 1,305 $21,682.57 — — —
🔴 SELL Apr 15, 2026 9:30am ET $18.46 1,305 $24,090.30 $24,098.00 +$2,407.72
(+11.1%) 		🎯 +5% Target
7d held
2 🟢 BUY Apr 29, 2026 9:30am ET $16.48 1,462 $24,093.76 — — —
🔴 SELL Apr 29, 2026 3:35pm ET $15.60 1,462 $22,807.05 $22,811.29 $-1,286.71
(-5.3%) 		🛑 -10% Stop
6.1h held
3 🟢 BUY Jun 3, 2026 9:40am ET $16.80 1,358 $22,807.61 — — —
🔴 SELL Jun 5, 2026 12:15pm ET $15.94 1,358 $21,653.31 $21,656.99 $-1,154.30
(-5.1%) 		🛑 -10% Stop
2.1d held
4 🟢 BUY Jun 9, 2026 11:25am ET $16.13 1,343 $21,655.88 — — —
🔴 SELL Jun 16, 2026 12:30pm ET $17.75 1,343 $23,831.54 $23,832.65 +$2,175.66
(+10.0%) 		🎯 +5% Target
7d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $23,832.65
Net Profit/Loss: +$13,832.65
Total Return: +138.33%
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