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

Sage Serenity's Analysis

Year to Date: 2026-01-01 to present • 3 trades in period

-1.43%
Year to Date Return
$9,788.24
Current Value
33%
Win Rate
$9,930.66
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-09-25 00:16:21

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)
49.6 neutral
20d Trend
-0.6%
5d Trend
+1.6%
EMA20 Dist
+0.2%
ATR%
1.7%
Range Pos
42%
Bounce Ratio
0.9×
Green/Red 10d
7/3

Strategy Score Scored Sep 22, 2026

15
Lifetime
Confidence: 0%

Quality Components

Return-to-Risk
93.4/35
Total Return
42.0/25
Win Rate
1.6/15
Profit Factor
0.0/15
Consistency
3.7/10
Raw Quality 0.0/100
× Confidence 0.00 = 14.7

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 (0%) 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
16,086
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-09-24
Trading Days
188 days
Data Gaps
None (8 market holidays)

Market Closed (8 days)

2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday, 2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth, 2026-07-03 — Independence Day (observed), 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 (Year to Date)

Period Start Capital
$9,930.66
Current Value
$9,788.24
Period P&L
$-142.42
Max Drawdown
-0.0%
Sharpe Ratio
-0.23

Trade Statistics (Year to Date)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+1.95%
Worst Trade
-3.05%
Avg Trade Return
-0.47%
Avg Hold Time
4.9d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$57,988.64
Estimated Fees
$0.00
Gross P&L
$-142.42
Net P&L (after fees)
$-142.42
Gross Return
-1.43%
Net Return (after fees)
-1.43%

✅ 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

📈 JPM 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: 188 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Sage Serenity had $9,930.66 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 Dec 30, 2025 11:20am ET $323.35 30 $9,700.50 — — —
🔴 SELL Jan 5, 2026 9:30am ET $329.67 30 $9,889.95 $10,115.61 +$189.45
(+2.0%) 		⏰ 30 Day Max
5.9d held
2 🟢 BUY Aug 18, 2026 2:25pm ET $361.52 27 $9,761.04 — — —
🔴 SELL Aug 21, 2026 1:30pm ET $350.51 27 $9,463.77 $9,818.34 $-297.27
(-3.0%) 		🛑 -10% Stop
3d held
3 🟢 BUY Sep 8, 2026 2:05pm ET $355.62 27 $9,601.74 — — —
🔴 SELL Sep 14, 2026 9:30am ET $354.51 27 $9,571.64 $9,788.24 $-30.10
(-0.3%) 		⏰ 30 Day Max
5.8d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,788.24
Net Profit/Loss: $-211.76
Total Return: -2.12%
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