Portfolio Equity
$103,974.94
today
Cycles
28
W / L Today
1W 3L
30d Win Rate
29%
Closed Today (4)
SPGI
Time exit · 5.2d hold
+1.00%
+$4.42
SPGI offers Financials sector diversification. RSI 68.5 — meaningful headroom vs 90+ tech names. MACD histogram +2.71 with bullish cross from below si
NVDA
Claude decided to sell
-0.05%
$-0.20
NVDA is the cleanest new-entry setup among non-held names: RSI(14)=91 is high but intraday RSI(5m)=51 is neutral/rested, above VWAP, RS=1.9x vs SPY, v
AMD
Claude decided to sell
-0.03%
$-0.10
AMD is the strongest setup among non-held names: +4.1% today, well above VWAP ($296.15 vs $292.95), RS=24.8x vs SPY, above SMA7 ($275) and SMA20 ($239
V
Time exit · 5d hold
-1.98%
$-6.28
V at RSI 75.9 — elevated but not extreme like tech names. Above SMA7 and SMA20, MACD histogram turning positive (2.18 vs -1.17 signal, bullish crossov
Rolling 30 Days
+$8.70
Realized P&L
79
Trades
29%
Win Rate
Today's Strategies
Claude's Journal
Finacks — 2026-04-22 [PAPER]
Market Context
Tech-heavy portfolio benefited from broad strength in momentum names. Market environment favored trend-following strategies with elevated RSI readings across semiconductor and cloud infrastructure plays.
Strategy & Decisions
The bot ran 28 cycles across five identified strategies, all variants of "Hold Winners + Monitor for Exits" frameworks with triggers tied to RSI extremes and overbought conditions. Entry logic focused on RSI-based setup quality (e.g., NVDA at RSI 91, AMD at +4.1% above VWAP). Exit discipline relied on time-based exits and Claude-driven sell signals when technical conditions deteriorated.
Trades
Four positions closed today:
- SPGI: +1.0% (+$4.42) — Time-based exit at RSI 68.5 in Financials. Clean profit-taking.
- NVDA: -0.1% (-$0.20) — Claude sell signal executed despite strong setup entry; RSI 91 likely triggered caution.
- AMD: -0.0% (-$0.10) — Minimal loss on Claude exit; name was +4.1% intraday but exit held discipline.
- V: -2.0% (-$6.28) — Time exit at RSI 75.9; losses on financial sector position suggest overextension before pullback.
Net closed trade P&L: -$1.16 across four trades.
Positions Carried Overnight
11 positions held into close:
- Largest gains: FNGU +26.2%, UPRO +13.5%, SOXL +5.7% — leveraged tech/semiconductor exposure running strong.
- Core tech: AAPL +2.4%, AMD +2.3%, NVDA +0.6%, MSFT +0.9%, GOOGL +0.2%.
- Diversification: AMZN +0.7%, ISRG -0.1%, UNH -0.6%.
All positions consistent with momentum-long bias.
Performance
Day: +0.24% (+$245.28) on $103,970 equity — modest but positive in paper trading.
Rolling 30-day context: 77 trades at 29% win rate with only +$6.36 cumulative P&L is the real story. That's a breakeven operation masking high turnover and churn. Today's modest gain doesn't offset the structural issue: win rate and average win size are insufficient to overcome fees and slippage in live trading.
Takeaway
The portfolio is riding a strong tech rally today (+26% on FNGU, +13.5% on UPRO), which masks weak trade execution underneath. The bot's ability to identify RSI extremes and exit via Claude signals prevented larger losses (V, NVDA, AMD all avoided deeper damage), but the 29% 30-day win rate signals the entry logic needs refinement. Today worked because the market rewarded holding winners—but that's market tailwind, not edge. Watch whether the leveraged tech positions (FNGU, UPRO, SOXL) continue to compound or reverse; they're carrying undue portfolio weight.