Portfolio Equity
$104,476.26
today
Cycles
21
W / L Today
0W 4L
30d Win Rate
51%
Closed Today (4)
UNH
Stop-loss triggered · 1.1d hold
-3.53%
$-13.93
UNH is showing rare relative strength on a down day: +0.77% today, +1.36% intraday, above VWAP ($394.65 vs $392.05), RSI-5m at 70, volume rising. This
MSFT
Claude decided to sell
-4.09%
$-17.55
MSFT is the standout performer today: +1.28% on a down-tech day, price $428.96 above SMA7 ($415.64) and SMA20 ($417.92), RSI 53 (healthy mid-range, no
MSFT
Claude decided to sell
-2.95%
$-12.52
MSFT is the standout RS leader today: +2.24% vs SPY -0.95%, RS=+19.1x, price $424.43 above VWAP $418.52, above SMA-7 ($413.63) and SMA-20 ($417.53). R
MSFT
Claude decided to sell
-2.73%
$-11.55
MSFT is up +1.45% today with RS=+7.7x vs SPY, trading solidly ABOVE VWAP ($422.83 vs $419.86). Price is above both SMA7 ($413.55) and SMA20 ($417.64).
Rolling 30 Days
+$4816.99
Realized P&L
98
Trades
51%
Win Rate
Today's Strategies
Claude's Journal
Finacks — 2026-05-20 [PAPER]
Market Context
SPY posted a solid +0.87% gain in a low-VIX environment (17.47), with tech leading via XLK (+1.87%) and XLY (+2.37%). Semiconductors were particularly strong (SOXL +11.92%, AMD +7.44%). Fear & Greed registered at 27 (Fear territory), which Claude treated as a contrarian bullish signal for existing long positions.
Strategy & Decisions
The bot ran 21 cycles focused on Pyramid Winners + Hold Discipline, targeting relative strength in AMD and SOXL while managing laggards through take-profit and stop-loss exits. Claude identified tech momentum as the regime driver and maintained positions above VWAP as a quality filter. The strategy favored holding profitable tech/semiconductor longs while trimming underperformers — a reasonable tactical mix given the sector tailwind.
Trades
Four positions were closed today, all at losses:
- UNH: -3.5% ($-13.93) via stop-loss. Entered on relative strength (+0.77% on a down day), but failed to sustain.
- MSFT (3 exits): -4.1%, -3.0%, -2.7% ($-17.55, -$12.52, -$11.55) via Claude sell signals. All three exits occurred despite strong RS metrics at entry (+1.28% to +2.24% vs SPY). This suggests the bot took profits on strength or rotated exposure, though the timing ultimately proved early.
Net closed P&L: -$55.55 across four trades.
Positions Carried Overnight
- SOXL: +7.6% | Best risk-adjusted performer (64% win rate, avg +7.5% over 90 days)
- AMD: +1.8% | +4.94% today, above SMA-7 and SMA-20; sector tailwind intact
- AAPL: +2.9% | +3.0% unrealized, above SMA-7, in profit
- MSFT: -0.7% | Profitable on open P&L (+1.8%), remains a pyramid candidate despite today's trim activity
- GOOGL: -4.2% | Underwater position; no exit signal yet
Performance
Day P&L: +$32.36 (+0.03%)
Rolling 30-day: 98 trades | 51% win rate | +$4,816.99 cumulative
Account: $104,474.35
Today was a slow grind — gains from AAPL, AMD, and SOXL strength offset losses from UNH and three MSFT exits. The 51% win rate over 30 days is respectable, though today's closed trades all hit losses, suggesting some chop or early exits on what turned into a winning tech day.
Takeaway
The bot trimmed MSFT three times on relative strength signals that proved early. While taking profits on strength is disciplined, exiting a sector leader during a clear tech/semiconductor rally cost some upside. AMD and SOXL, which were held, captured the day's core momentum. The lesson: hold discipline worked better than pyramid-and-trim in today's unidirectional tech move.