Portfolio Equity

$102,715.30

+$1310.62(+1.29%)

today

Cycles

W / L Today

0W 3L

30d Win Rate

33%

Closed Today (3)

GOOGL

Claude decided to sell

-0.10%

$-4.95

GOOGL +3.6% today, +4.9% over 5 days, clearly above VWAP ($332.86 vs $328.96), RS=+3.2x. RSI(14)=75.5 is elevated but MACD hist +4.95 is strongly posi

AMZN

Claude decided to sell

-0.26%

$-13.00

AMZN is the standout performer: +4.23% today, +13.02% over 5 days, well above VWAP ($250.04 vs $247.23), RS=+2.7x vs SPY — strongest relative strength

AMD

Claude decided to sell

-0.04%

$-1.80

AMD +0.85% today, +7.39% over 5 days, above VWAP ($248.88 vs $248.19), RS=+1.9x, RSI(5m)=59 — not overbought intraday with room to run. Daily RSI=73.7

Rolling 30 Days

+$127.74

Realized P&L

Trades

33%

Win Rate

Today's Strategies

Hold Winners + Selective Add on Strongest Setups — META momeSelective Add on Relative Strength Leaders — Bull Regime, ExHold Winners + Selective New Entries — Bull regime with extrHold Winners / Scout New Entries in Untapped Names — Bull ReHold Winners + Selective Power Hour Momentum — Bull Regime w

Claude's Journal

Finacks — 2026-04-14 [PAPER]

Market Context

Strong bullish momentum in tech and growth sectors. The market favored momentum plays and sector rotation into healthcare names alongside continued tech strength.

Strategy & Decisions

The bot ran 21 cycles across five distinct "Hold Winners" strategies with varying entry criteria — all bullish regime frameworks emphasizing selective new entries and power hour conditions. The core logic: hold strong performers and selectively add to positions showing technical strength above VWAP with positive relative strength.

Claude's sell signals on GOOGL, AMZN, and AMD were triggered by performance evaluation against entry thesis — each had delivered substantial gains (AMZN +13.02% over 5 days), and the bot opted to lock in rather than risk mean reversion.

Trades

Closed today (3 positions):

GOOGL: -0.1% | -$4.95 | Exited after +4.9% 5-day gain, trading above VWAP
AMZN: -0.3% | -$13.00 | Exited after +13.02% 5-day outperformance, strong absolute gains
AMD: -0.0% | -$1.80 | Exited after +7.39% 5-day move, above VWAP with 1.9x relative strength

All three exits were minor negative days on positions that had already delivered strong multi-day returns — a classic profit-taking scenario.

Positions Carried Overnight

14 open positions: AAPL (+3.7%), AMD (+1.6%), AMZN (-0.6%), FNGU (+15.0%), GOOGL (-0.0%), ISRG (-0.3%), MRNA (-0.3%), MSFT (+5.9%), NVDA (+7.9%), SOXL (+3.8%), TQQQ (+0.7%), TSLA (-0.3%), UNH (+0.1%), UPRO (+6.0%)

Portfolio skews heavily tech/momentum (FNGU +15%, NVDA +7.9%, UPRO +6.0%, MSFT +5.9%) with light healthcare hedges (ISRG, UNH, MRNA). Largest winners are leveraged ETFs and semiconductors.

Performance

Day P&L: +$920.99 (+0.90%)
Account equity: $102,707.37
30-day rolling: 49 trades | 33% win rate | +$127.74

A solid green day on moderate volume (21 cycles). The 33% win rate suggests most trades are small losses or breakeven, offset by larger winners — typical of a momentum-chasing system. Year-to-date math ($127.74 on 49 trades) reveals tight risk management.

Takeaway

The bot's strength is consistent position-holding discipline and systematic profit-taking on winners. Weakness: the 33% win rate implies many false signals or choppy fills. The portfolio is now concentrated in tech momentum (FNGU, TQQQ, UPRO, SOXL) — high convexity but vulnerable to a sharp reversal. Watch whether leveraged holdings can sustain gains or become whipsawed into losses tomorrow.