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.	$195.92	-12.16%	21.26M
MSFT	Microsoft Corporation	$420.76	-7.88%	14.72M
GOOGL	Alphabet Inc.	$173.71	-1.95%	24.77M
AMZN	Amazon.com Inc.	$195.20	-1.61%	29.09M
NVDA	NVIDIA Corporation	$871.26	-7.39%	3.81M
META	Meta Platforms Inc.	$512.77	-0.36%	29.31M
TSLA	Tesla Inc.	$243.73	-1.10%	22.91M
JPM	JPMorgan Chase & Co.	$193.22	-13.80%	19.03M
V	Visa Inc.	$280.28	-2.03%	16.76M
SPY	SPDR S&P 500 ETF	$534.50	++1.76%	9.82M
QQQ	Invesco QQQ Trust	$470.26	-5.29%	21.39M
IWM	iShares Russell 2000 ETF	$207.69	++1.85%	36.16M

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