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

Anchor's Analysis

Last Month: 2026-08-25 to present • 13 trades in period

-9.22%
Last Month Return
$8,309.87
Current Value
31%
Win Rate
$9,153.56
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-09-25 00:31:10

No strong directional signal. Monitor for regime shift.

Fear & Greed
71
Greed
VIX
14.2
LOW
10Y Yield
5.11%
HIGH
Yield Curve
+0.31%
NORMAL
HY Spread
2.68
CALM
🌍 Kp Index
🟢 0.5
Quiet
RSI(14)
49 neutral
20d Trend
-0.0%
5d Trend
-1.8%
EMA20 Dist
-0.7%
ATR%
2.5%
Range Pos
78%
Bounce Ratio
0.8×
Green/Red 10d
5/5

Strategy Score Scored Sep 24, 2026

12
Lifetime
Confidence: 100%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
6.9/15
Profit Factor
0.0/15
Consistency
4.9/10
Raw Quality 11.7/100
× Confidence 1.00 = 11.7

30-Day Momentum

9
-7.2%
30d Return
33%
Win Rate
12
Trades
0.5×
Profit Factor
Quality: 10.0 Conf: 0.93×
Cooling (-2 vs lifetime)
Momentum below PRO threshold (40+)
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 (100%) 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 Month)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
1,716
Timeframe
5-Minute Bars
Period Range
2026-08-25 → 2026-09-24
Trading Days
22 days
Data Gaps
None (1 market holiday)

Market Closed (1 day)

2026-09-07 — Labor Day
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 Month)

Period Start Capital
$9,153.56
Current Value
$8,309.87
Period P&L
$-843.68
Max Drawdown
-24.5%
Sharpe Ratio
-0.57

Trade Statistics (Last Month)

Trades in Period
13
Winners / Losers
4 / 9
Best Trade
+1.23%
Worst Trade
-2.63%
Avg Trade Return
-0.63%
Avg Hold Time
1.2d

💰 Trading Cost Analysis (Alpaca Fees) (Last Month)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$220,934.55
Estimated Fees
$0.00
Gross P&L
$-843.68
Net P&L (after fees)
$-843.68
Gross Return
-9.22%
Net Return (after fees)
-9.22%

✅ 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

📈 SCHW 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: 22 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Month - 13 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $9,153.56 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 Aug 21, 2026 1:15pm ET $111.43 79 $8,802.97 — — —
🔴 SELL Aug 26, 2026 9:30am ET $108.50 79 $8,571.50 $8,788.58 $-231.47
(-2.6%) 		🛑 -10% Stop
4.8d held
2 🟢 BUY Aug 27, 2026 9:30am ET $108.84 80 $8,707.20 — — —
🔴 SELL Aug 27, 2026 9:50am ET $107.60 80 $8,608.00 $8,689.38 $-99.20
(-1.1%) 		🛑 -10% Stop
20m held
3 🟢 BUY Aug 28, 2026 1:05pm ET $110.21 78 $8,595.99 — — —
🔴 SELL Aug 31, 2026 9:30am ET $109.56 78 $8,545.68 $8,639.07 $-50.31
(-0.6%) 		⏰ 30 Day Max
2.9d held
4 🟢 BUY Sep 1, 2026 9:30am ET $109.29 79 $8,633.91 — — —
🔴 SELL Sep 1, 2026 2:40pm ET $108.11 79 $8,540.30 $8,545.45 $-93.61
(-1.1%) 		🛑 -10% Stop
5.2h held
5 🟢 BUY Sep 2, 2026 3:50pm ET $108.37 78 $8,452.86 — — —
🔴 SELL Sep 3, 2026 9:30am ET $109.70 78 $8,556.60 $8,649.19 +$103.74
(+1.2%) 		⏰ 30 Day Max
17.7h held
6 🟢 BUY Sep 4, 2026 9:30am ET $109.86 78 $8,569.08 — — —
🔴 SELL Sep 4, 2026 10:05am ET $108.69 78 $8,478.21 $8,558.32 $-90.87
(-1.1%) 		🛑 -10% Stop
35m held
7 🟢 BUY Sep 8, 2026 10:05am ET $108.63 78 $8,472.75 — — —
🔴 SELL Sep 8, 2026 3:40pm ET $107.48 78 $8,383.44 $8,469.01 $-89.31
(-1.1%) 		🛑 -10% Stop
5.6h held
8 🟢 BUY Sep 9, 2026 3:40pm ET $106.74 79 $8,432.46 — — —
🔴 SELL Sep 10, 2026 9:30am ET $107.10 79 $8,460.90 $8,497.45 +$28.44
(+0.3%) 		⏰ 30 Day Max
17.8h held
9 🟢 BUY Sep 11, 2026 9:45am ET $106.57 79 $8,419.03 — — —
🔴 SELL Sep 14, 2026 9:30am ET $107.48 79 $8,490.60 $8,569.02 +$71.57
(+0.9%) 		⏰ 30 Day Max
3d held
10 🟢 BUY Sep 15, 2026 1:50pm ET $108.23 79 $8,550.17 — — —
🔴 SELL Sep 16, 2026 9:30am ET $107.00 79 $8,453.00 $8,471.85 $-97.17
(-1.1%) 		🛑 -10% Stop
19.7h held
11 🟢 BUY Sep 17, 2026 10:00am ET $103.94 81 $8,419.54 — — —
🔴 SELL Sep 18, 2026 9:30am ET $104.86 81 $8,493.26 $8,545.56 +$73.71
(+0.9%) 		⏰ 30 Day Max
23.5h held
12 🟢 BUY Sep 21, 2026 3:25pm ET $106.97 79 $8,450.63 — — —
🔴 SELL Sep 22, 2026 9:30am ET $104.79 79 $8,278.02 $8,372.95 $-172.61
(-2.0%) 		🛑 -10% Stop
18.1h held
13 🟢 BUY Sep 23, 2026 9:30am ET $100.19 83 $8,315.77 — — —
🔴 SELL Sep 24, 2026 9:30am ET $99.43 83 $8,252.69 $8,309.87 $-63.08
(-0.8%) 		⏰ 30 Day Max
1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $8,309.87
Net Profit/Loss: $-1,690.13
Total Return: -16.90%
Back to Anchor