Simulated with $10,000 starting capital
PHASE 5: BULL TREND
Signals generated 2026-05-06 05:12:50

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)
58.2 neutral
20d Trend
+92.9%
5d Trend
-10.5%
EMA20 Dist
+4.3%
ATR%
12.0%
Range Pos
60%
Bounce Ratio
0.8×
Green/Red 10d
2/8
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

22
Lifetime
Confidence: 98%

Quality Components

Return-to-Risk
3.9/35
Total Return
11.7/25
Win Rate
0.4/15
Profit Factor
0.9/15
Consistency
5.4/10
Raw Quality 22.3/100
× Confidence 0.98 = 21.8

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 (98%) 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
7,404
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-05
Trading Days
90 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
$13,768.57
Current Value
$14,306.67
Period P&L
$538.10
Max Drawdown
-21.8%
Sharpe Ratio
0.07

Trade Statistics (Year to Date)

Trades in Period
16
Winners / Losers
5 / 11
Best Trade
+15.01%
Worst Trade
-5.16%
Avg Trade Return
+0.41%
Avg Hold Time
1.5d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$394,371.18
Estimated Fees
$0.00
Gross P&L
$538.10
Net P&L (after fees)
$538.10
Gross Return
+3.91%
Net Return (after fees)
+3.91%

✅ 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

📈 NET 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: 90 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 16 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $13,768.57 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 5, 2026 10:20am ET $202.81 67 $13,588.27
🔴 SELL Jan 5, 2026 12:20pm ET $200.72 67 $13,448.24 $13,628.54 $-140.03
(-1.0%)
🛑 -10% Stop
0m held
2 🟢 BUY Jan 7, 2026 12:05pm ET $203.02 67 $13,602.34
🔴 SELL Jan 8, 2026 10:00am ET $192.55 67 $12,900.85 $12,927.05 $-701.49
(-5.2%)
🛑 -10% Stop
0m held
3 🟢 BUY Jan 12, 2026 11:10am ET $184.86 69 $12,755.34
🔴 SELL Jan 13, 2026 11:40am ET $187.16 69 $12,914.04 $13,085.75 +$158.70
(+1.2%)
END_OF_DAY
0m held
4 🟢 BUY Jan 14, 2026 10:05am ET $190.50 68 $12,954.00
🔴 SELL Jan 14, 2026 10:40am ET $187.72 68 $12,764.96 $12,896.71 $-189.04
(-1.5%)
🛑 -10% Stop
0m held
5 🟢 BUY Jan 16, 2026 10:25am ET $185.23 69 $12,780.53
🔴 SELL Jan 20, 2026 10:00am ET $179.08 69 $12,356.18 $12,472.36 $-424.35
(-3.3%)
🛑 -10% Stop
0m held
6 🟢 BUY Jan 23, 2026 11:00am ET $178.65 69 $12,326.85
🔴 SELL Jan 23, 2026 11:20am ET $176.40 69 $12,171.60 $12,317.11 $-155.25
(-1.3%)
🛑 -10% Stop
0m held
7 🟢 BUY Jan 26, 2026 3:05pm ET $194.75 63 $12,269.25
🔴 SELL Jan 26, 2026 3:30pm ET $191.78 63 $12,082.14 $12,130.00 $-187.11
(-1.5%)
🛑 -10% Stop
0m held
8 🟢 BUY Feb 2, 2026 1:15pm ET $184.99 65 $12,024.03
🔴 SELL Feb 2, 2026 2:25pm ET $182.59 65 $11,868.35 $11,974.32 $-155.68
(-1.3%)
🛑 -10% Stop
0m held
9 🟢 BUY Feb 6, 2026 12:05pm ET $168.39 71 $11,955.69
🔴 SELL Feb 6, 2026 3:05pm ET $172.69 71 $12,260.99 $12,279.62 +$305.30
(+2.5%)
🎯 +5% Target
0m held
10 🟢 BUY Feb 9, 2026 11:00am ET $175.29 70 $12,270.30
🔴 SELL Feb 9, 2026 11:55am ET $173.51 70 $12,145.70 $12,155.02 $-124.60
(-1.0%)
🛑 -10% Stop
0m held
11 🟢 BUY Feb 10, 2026 12:40pm ET $182.69 66 $12,057.53
🔴 SELL Feb 10, 2026 3:55pm ET $180.39 66 $11,905.74 $12,003.23 $-151.79
(-1.3%)
🛑 -10% Stop
0m held
12 🟢 BUY Feb 13, 2026 1:05pm ET $194.68 61 $11,875.18
🔴 SELL Feb 13, 2026 3:55pm ET $195.15 61 $11,904.15 $12,032.20 +$28.97
(+0.2%)
📅 Sim Ended
0m held
13 🟢 BUY Mar 25, 2026 9:30am ET $221.42 54 $11,956.68
🔴 SELL Mar 26, 2026 1:55pm ET $210.02 54 $11,341.08 $11,416.60 $-615.60
(-5.1%)
🛑 -10% Stop
1.2d held
14 🟢 BUY Apr 8, 2026 9:30am ET $223.45 51 $11,395.70
🔴 SELL Apr 8, 2026 10:10am ET $212.13 51 $10,818.88 $10,839.79 $-576.81
(-5.1%)
🛑 -10% Stop
40m held
15 🟢 BUY Apr 15, 2026 9:30am ET $184.50 58 $10,701.00
🔴 SELL Apr 27, 2026 12:45pm ET $212.18 58 $12,306.73 $12,445.52 +$1,605.73
(+15.0%)
🎯 +5% Target
12.1d held
16 🟢 BUY May 1, 2026 9:30am ET $210.24 59 $12,403.87
🔴 SELL May 5, 2026 11:40am ET $241.78 59 $14,265.02 $14,306.67 +$1,861.15
(+15.0%)
🎯 +5% Target
4.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $14,306.67
Net Profit/Loss: +$4,306.67
Total Return: +43.07%
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