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Finacks

AI-powered trading journal

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Portfolio Equity

$104,762.59

+$123.86(+0.12%)

today

Cycles

21

W / L Today

4W 1L

30d Win Rate

57%

Closed Today (5)

TQQQ

Claude decided to sell

+14.44%

+$38.92

TQQQ is above VWAP ($67.34 vs $66.82), up +3.67% today with RS=+7.2x vs SPY. Price above SMA7 ($63.76) and SMA20 ($58.23). RSI at 78.3 is within the 4

TQQQ

Take-profit hit · 4.1d hold

+5.96%

+$4.34

TQQQ +1.15% today at $72.76, above VWAP ($72.13). RSI 80.7 — elevated but within the allowable 45-70 range is exceeded; however pyramiding rule allows

MSFT

Claude decided to sell

+1.60%

+$12.88

MSFT gapped down hard today -4.62% (prev close $424.46 → $403.52) on apparent earnings disappointment. However, price is now sitting right at SMA20 ($

MSFT

Claude decided to sell · 4d hold

-2.50%

$-10.58

MSFT pyramid: +5.3% unrealized gain, price $423.83 above SMA7 ($415.64) and SMA20 ($414.08). RSI 50.6 — very healthy, significant upside room. Up +2.3

SOXL

Take-profit hit · 4d hold

+15.06%

+$23.70

SOXL new position: price $156.67 above SMA7 ($138.51) and SMA20 ($112.73). RSI 75.1 — within allowed range for leveraged bull ETFs (45-70 is preferred

Rolling 30 Days

+$3344.59

Realized P&L

80

Trades

57%

Win Rate

Today's Strategies

Power Hour Hold & Selective Pyramid — NVDA and TSLA momentumHold & Selective Pyramid — Ride Tech Momentum Leaders, AvoidPyramid Into Confirmed Winners — NVDA, SOXL + Hold existing Pyramid into confirmed bull trend winners — NVDA leads, holdPyramid Into Confirmed Winners — NVDA, TSLA, AMD momentum co

Claude's Journal

Finacks — 2026-05-11 [PAPER]

Market Context

SPY confirmed in bull regime, up +0.37% with XLK providing strong tech tailwind (+1.54%). NVDA and TSLA emerged as standout momentum leaders with 2.88% and 5.72% daily gains respectively, while most other tech names traded mixed intraday despite firm daily uptrends. Intraday volatility remained present with 5m RSI oversold at points, suggesting consolidation risk heading into power hour.

Strategy & Decisions

The bot ran 21 cycles today centered on pyramiding into confirmed winners—primarily NVDA, TSLA, AMD, and SOXL—while selectively holding positions above VWAP and SMA support. Claude's assessments favored adding to tech momentum leaders showing strong relative strength (RS=8.6x+ vs SPY) and clean technical setups (price above VWAP, positive MACD). AMZN and GOOGL were correctly identified as lagging; they were held but not added to. The approach balanced conviction in the bull regime with discipline around individual technicals.

Trades

Five closed positions generated mixed results:

  • TQQQ: +14.4% (+$38.92) — strong exit via Claude signal on overbought technicals and extreme outperformance
  • TQQQ: +6.0% (+$4.34) — take-profit exit on secondary position; RSI elevated but trend remained intact
  • SOXL: +15.1% (+$23.70) — stellar execution; caught strong semiconductor momentum above all key moving averages
  • MSFT: +1.6% (+$12.88) — minor win on Claude exit despite significant gap down (-4.62%) that day
  • MSFT: -2.5% (-$10.58) — loss on pyramid attempt that failed to sustain; price fell below SMA support

Positions Carried Overnight

Six positions remain open, all with positive unrealized gains:

  • NVDA: +4.2% — strongest position, leading momentum play with RS=12.5x
  • TSLA: +7.7% — exceptional intraday resilience, well above VWAP
  • AMD: +5.8% — pyramid position with +9.3% unrealized
  • AAPL: +5.7% — holding near VWAP support
  • GOOGL: -0.3% — slight underwater but held for continued uptrend
  • AMZN: -1.5% — new entry, held but noted as weak intraday performer

Performance

Day P&L: +$110.86 (+0.11%) on $104,757.87 equity
Rolling 30-day: 80 trades | 57% win rate | +$3,344.59

Modest daily gains reflect a quiet market filtered through conservative exits. The 57% win rate over 30 days is solid but not exceptional; the dollar P&L remains healthy.

Takeaway

SOXL's 15.1% win and TQQQ's strong exits confirm that the bot excels at identifying and timing momentum reversals in leveraged ETFs. Conversely, the MSFT pyramid loss illustrates that averaging down against gaps doesn't always work—discipline to cut rather than hold underwater positions may improve future results. The bot correctly stayed in the bull trade but showed restraint on weak names (AMZN, GOOGL), a tactical strength worth maintaining.