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

Anchor's Analysis

Last Month: 2026-04-09 to present • 13 trades in period

+2.39%
Last Month Return
$11,536.15
Current Value
46%
Win Rate
$11,267.07
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-09 06:52:34

No strong directional signal. Monitor for regime shift.

Fear & Greed
38
Fear
VIX
17.1
NORMAL
10Y Yield
4.41%
ELEVATED
Yield Curve
+0.49%
NORMAL
HY Spread
2.75
CALM
🌍 Kp Index
🟠 2.6
Active
⛈️ 2 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: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored May 8, 2026

28
Lifetime
Confidence: 99%

Quality Components

Return-to-Risk
2.9/35
Total Return
10.4/25
Win Rate
9.1/15
Profit Factor
0.9/15
Consistency
4.5/10
Raw Quality 27.8/100
× Confidence 0.99 = 27.6

30-Day Momentum

22
+2.2%
30d Return
46%
Win Rate
13
Trades
1.1×
Profit Factor
Quality: 22.8 Conf: 0.95×
Cooling (-6 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 (99%) 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
2026-04-09 → 2026-05-08
Trading Days
22 days
Data Gaps
None detected
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
$11,267.07
Current Value
$11,536.15
Period P&L
$269.08
Max Drawdown
-20.0%
Sharpe Ratio
0.06

Trade Statistics (Last Month)

Trades in Period
13
Winners / Losers
6 / 7
Best Trade
+9.63%
Worst Trade
-9.95%
Avg Trade Return
+0.27%
Avg Hold Time
22.8h

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$318,338.75
Estimated Fees
$0.00
Gross P&L
$269.08
Net P&L (after fees)
$269.08
Gross Return
+2.39%
Net Return (after fees)
+2.39%

✅ 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: 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 $11,267.07 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 9, 2026 2:45pm ET $16.18 696 $11,264.76 — — —
🔴 SELL Apr 10, 2026 9:30am ET $16.30 696 $11,344.80 $11,347.11 +$80.04
(+0.7%) 		⏰ 30 Day Max
18.8h held
2 🟢 BUY Apr 13, 2026 9:30am ET $16.00 709 $11,344.00 — — —
🔴 SELL Apr 14, 2026 9:30am ET $17.54 709 $12,435.86 $12,438.97 +$1,091.86
(+9.6%) 		⏰ 30 Day Max
1d held
3 🟢 BUY Apr 15, 2026 12:45pm ET $18.38 676 $12,421.50 — — —
🔴 SELL Apr 16, 2026 9:30am ET $19.51 676 $13,188.76 $13,206.23 +$767.26
(+6.2%) 		⏰ 30 Day Max
20.8h held
4 🟢 BUY Apr 17, 2026 12:35pm ET $19.83 665 $13,190.27 — — —
🔴 SELL Apr 17, 2026 1:20pm ET $19.62 665 $13,047.23 $13,063.19 $-143.04
(-1.1%) 		🛑 -10% Stop
45m held
5 🟢 BUY Apr 20, 2026 1:45pm ET $19.39 673 $13,046.11 — — —
🔴 SELL Apr 21, 2026 9:30am ET $19.49 673 $13,116.77 $13,133.85 +$70.66
(+0.5%) 		⏰ 30 Day Max
19.8h held
6 🟢 BUY Apr 22, 2026 10:55am ET $18.92 694 $13,130.55 — — —
🔴 SELL Apr 23, 2026 9:30am ET $18.77 694 $13,026.38 $13,029.68 $-104.17
(-0.8%) 		⏰ 30 Day Max
22.6h held
7 🟢 BUY Apr 24, 2026 9:55am ET $18.25 714 $13,026.93 — — —
🔴 SELL Apr 27, 2026 9:30am ET $18.46 714 $13,180.44 $13,183.19 +$153.51
(+1.2%) 		⏰ 30 Day Max
3d held
8 🟢 BUY Apr 28, 2026 9:30am ET $18.30 720 $13,176.00 — — —
🔴 SELL Apr 29, 2026 9:30am ET $16.48 720 $11,865.60 $11,872.79 $-1,310.40
(-9.9%) 		🛑 -10% Stop
1d held
9 🟢 BUY Apr 30, 2026 12:25pm ET $16.11 736 $11,857.03 — — —
🔴 SELL Apr 30, 2026 3:20pm ET $15.94 736 $11,735.52 $11,751.28 $-121.51
(-1.0%) 		🛑 -10% Stop
2.9h held
10 🟢 BUY May 1, 2026 3:40pm ET $16.55 709 $11,735.58 — — —
🔴 SELL May 4, 2026 9:30am ET $16.45 709 $11,663.05 $11,678.75 $-72.53
(-0.6%) 		⏰ 30 Day Max
2.7d held
11 🟢 BUY May 5, 2026 9:30am ET $16.16 722 $11,667.52 — — —
🔴 SELL May 5, 2026 10:00am ET $15.94 722 $11,508.75 $11,519.98 $-158.77
(-1.4%) 		🛑 -10% Stop
30m held
12 🟢 BUY May 6, 2026 11:15am ET $16.08 716 $11,516.86 — — —
🔴 SELL May 7, 2026 9:30am ET $16.29 716 $11,662.35 $11,665.47 +$145.49
(+1.3%) 		⏰ 30 Day Max
22.3h held
13 🟢 BUY May 8, 2026 9:40am ET $15.77 739 $11,657.72 — — —
🔴 SELL May 8, 2026 12:20pm ET $15.60 739 $11,528.40 $11,536.15 $-129.32
(-1.1%) 		🛑 -10% Stop
2.7h held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,536.15
Net Profit/Loss: +$1,536.15
Total Return: +15.36%
Back to Anchor