Dashboard

Portfolio overview and market activity

Portfolio Value$259,530↑ +1.42%vs yesterday

Day P&L+$3,595↑ +1.42%today

Total Return+14.8%↑ +14.80%all time

Sharpe Ratio1.65↑ +0.12%vs last quarter

Win Rate59.2%↑ +2.10%vs last quarter

Active Strategies4

Watchlist

Symbol	Name	Price	Change	Volume
AAPL	Apple Inc.	$201.91	++3.59%	6.11M
MSFT	Microsoft Corporation	$424.62	++0.68%	9.28M
GOOGL	Alphabet Inc.	$178.99	++1.27%	10.06M
AMZN	Amazon.com Inc.	$192.53	-1.98%	31.64M
NVDA	NVIDIA Corporation	$869.50	-1.30%	5.87M
META	Meta Platforms Inc.	$512.23	++4.29%	20.06M
TSLA	Tesla Inc.	$245.05	-0.69%	20.35M
JPM	JPMorgan Chase & Co.	$201.90	++2.61%	9.43M
V	Visa Inc.	$287.46	++0.46%	37.94M
SPY	SPDR S&P 500 ETF	$534.49	++1.71%	12.39M
QQQ	Invesco QQQ Trust	$472.94	-1.64%	18.35M
IWM	iShares Russell 2000 ETF	$206.60	++0.86%	11.83M

Symbol	Qty	Value	P&L	Day
AAPLstock	250	$49,655.00	+$4,055.00	+$320.00
NVDAstock	100	$88,530.00	+$6,515.00	+$1,120.00
MSFTstock	150	$63,870.00	+$2,295.00	-$180.00
SPYetf	80	$42,832.00	+$1,128.00	+$445.00
TSLAstock	60	$14,736.00	+$1,488.00	-$560.00

ID	Sym	Side	Qty	Price	Status
rd-001	AAPL	Buy	100	$195.50	filled
rd-002	NVDA	Sell	20	$890.00	filled
rd-003	MSFT	Buy	50	$418.00	open
rd-004	GOOGL	Sell	30	$170.00	open
rd-005	TSLA	Sell	60	$244.80	filled
rd-006	AAPL	Buy	200	$193.00	partial
rd-007	AMZN	Sell	25	$200.00	canceled

Order Filled

Buy 100 AAPL at $195.50 filled successfully

10m ago

Risk Limit Approaching

Portfolio concentration in Technology sector at 72% of limit

30m ago

Strategy Signal

SmaCrossover generated BUY signal for SPY

1h ago

Order Rejected

Sell 30 GOOGL rejected: insufficient shares

2h ago

Drawdown Alert

Current drawdown at -2.1%, approaching -3% threshold

4h ago

Backtest Complete

SPY Trend Following backtest completed. Return: +12.4%

8h ago

Paper Trade Executed

Sold 20 TSLA at $244.80 (paper trading)

5m ago