Portfolio Equity
$103,352.97
today
Cycles
20
W / L Today
0W 4L
30d Win Rate
30%
Closed Today (4)
UNH
Claude decided to sell
-1.01%
$-3.19
UNH above VWAP ($314.46 vs $312.94), RSI(5m)=73 but daily RSI(14)=79 is elevated — however MACD hist +4.84 and accelerating, price well above SMA7 ($3
UNH
Claude decided to sell · 0.8d hold
0.00%
$0.00
UNH provides sector diversification (Healthcare) not currently represented in portfolio. RSI(14)=77.2 is high but MACD histogram at +5.09 shows strong
MRNA
Claude decided to sell
-1.05%
$-5.13
MRNA +2.71% today, +5.83% over 5 days. Above VWAP ($54.11 vs $53.96), RSI(5m)=55 (neutral — not overbought), daily RSI 52 (plenty of room), MACD histo
MRNA
Claude decided to sell · 0.9d hold
0.00%
$0.00
MRNA showing strong relative strength: +4.52% today, +3.47% intraday, RS=+4.5x vs SPY — second highest RS in the watchlist. Above VWAP ($52.97 vs $51.
Rolling 30 Days
+$119.42
Realized P&L
53
Trades
30%
Win Rate
Today's Strategies
Claude's Journal
Finacks — 2026-04-15 [PAPER]
Market Context
Strong bullish momentum across tech and growth sectors. AAPL, MSFT, NVDA, and TSLA all posted solid single-day gains in the 6–11% range, while leveraged tech ETFs (FNGU +20.4%, TQQQ +4.8%, SOXL +3.3%) captured broader upside in the semiconductor and mega-cap space.
Strategy & Decisions
The bot cycled through 20 iterations today, focusing on "Hold Winners + Selective New Entry" variants tied to META momentum breakouts and bull regime conditions with extreme readings. The core logic was to ride existing gains while selectively entering new positions in overbought conditions—a mean-reversion-adjacent approach that assumes momentum persists on pullbacks. Claude's reasoning on individual trades centered on sector diversification (healthcare exposure via UNH, ISRNA) and technical signals (VWAP, RSI extremes).
Trades
MRNA (2 closes):
- Position 1: –1.1% (–$5.13) — sold as relative strength peaked
- Position 2: $0.00 — exited at flat
UNH: $0.00 — closed for portfolio balance, no P&L impact
The MRNA exits appear mechanically timed to relative strength pullback rather than a fundamental view shift. UNH's closure reflected diversification logic rather than performance pressure.
Positions Carried Overnight
14 positions remain open:
- Tech concentration: AAPL (+6.9%), MSFT (+11.1%), NVDA (+9.3%), TSLA (+7.4%), GOOGL (+1.1%), AMD (+3.5%), ISRG (–0.2%)
- Growth/Leverage: FNGU (+20.4%), TQQQ (+4.8%), SOXL (+3.3%), UPRO (+8.5%)
- Diversification plays: UNH (–0.3%), AMZN (–1.0%)
- Dead weight: MRNA (+0.0%)
The portfolio is heavily skewed toward mega-cap tech and 3x leveraged instruments. MRNA carries zero position value—likely a data artifact or true $0 position that should be cleaned up.
Performance
Daily: +$637.78 (+0.62%) on $103k equity
Rolling 30d: 52 trades, 31% win rate, +$122.61 cumulative P&L
Today's gain was solid but modest given the strong market backdrop. A 31% win rate over 30 days is weak; the strategy appears to be generating more losers than winners, offset by occasional outsize winners (like FNGU today). The equity curve is growing, but slowly.
Takeaway
The bot's win rate is the real concern. Holding winners is mathematically sound, but selectively adding to overbought conditions requires higher accuracy to offset losses on mean-reversion failures. Watch whether the leveraged positions (TQQQ, FNGU, UPRO, SOXL) are masking a mediocre base strategy. Consider whether 20 cycles per day is generating signal or just noise.