AI Trading Agent

Updated 28 Jul 2026, 15:08

Portfolio Value

$104,952.62

Started at $100,000.00

+$4,952.62(+4.95%)

BEATING THE MARKET

Alpha vs S&P 500: +1.26% (Portfolio +4.95% / SPY +3.69%)

Open Positions15

Capital Deployed95.2%

Unrealized P&L+$2,133.13

Realized P&L+$2,819.49

Performance Metrics

Days Tracked38

Sharpe Ratio2.07

Annualised Return+19.95%

Volatility10.88%

Win Rate+45.54%

Profit Factor0.54

Avg Win+2.31%

Avg Loss-2.35%

Max Drawdown+2.69%

Best Day+1.23%

Worst Day-1.39%

Avg Hold Days11.94

Cash Balance$5,045.17

Total Sells404

Charts

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Portfolio Growth (Normalised %)

Daily Returns

Benchmarks

Portfolio

+4.95%

S&P 500 (SPY)

+3.69%

Nasdaq (QQQ)

+4.00%

Dow (DIA)

+2.21%

ACWI

+2.18%

Sector Allocation

DEFENSE$24,057.28 · 22.9%

CONSUMER$23,634.30 · 22.5%

UNKNOWN$19,771.16 · 18.8%

FINANCE$13,274.46 · 12.7%

ENERGY$11,950.25 · 11.4%

HEALTHCARE$7,017.52 · 6.7%

CASH$5,045.17 · 4.8%

Agent Sentiment

Market Verdict

LEANING BULLISH

Bullish

Neutral

Bearish

Agent	Outlook	Reasoning
Warren	NEUTRAL	Despite strength in the defense sector, broader market weaknesses in tech and mixed signals from financials lead to a cautious outlook.
Cathie	BEARISH	Current volatility in the tech sector and geopolitical tensions create uncertainties, necessitating a cautious approach.
Jim	BULLISH	Despite recent volatility, strong performance in the defense sector amid geopolitical tensions offers promising opportunities.
Ray	NEUTRAL	While defense stocks are showing strength, broader market sentiment is cautious due to losses in tech and mixed financial performance.
Peter	BULLISH	Despite recent volatility, sectors such as consumer staples and defense show strong growth potential amid geopolitical tensions and economic recovery.
Carl	BULLISH	Despite recent volatility in technology stocks, the defensive sector shows strength, and potential recovery in various industries may provide solid investment opportunities.
Janet	NEUTRAL	The mixed performance across sectors and geopolitical tensions create uncertainty in the market.
Marcus	NEUTRAL	The market is experiencing mixed sentiment, particularly in tech, and geopolitical tensions could lead to volatility.
Elena	NEUTRAL	Current market sentiment shows mixed performance across sectors, with significant volatility in tech and a positive outlook for defense and healthcare.
Raj	NEUTRAL	The market exhibits both opportunities in defense and cautious sentiment in technology, particularly with ongoing geopolitical tensions and tech sector volatility.

Agent Leaderboard

#	Agent	Picks	Win Rate	Avg Return	Best Pick	Worst Pick
1	Marcus	574	+24.78%	+0.01%	MDB(+17.84%)	TSLA(-22.78%)
2	Cathie	607	+24.29%	-0.03%	MDB(+17.84%)	TSLA(-22.78%)
3	Elena	616	+24.02%	+0.10%	TXG(+12.78%)	TSLA(-19.66%)
4	Peter	616	+23.81%	+0.07%	AMD(+9.94%)	TSLA(-19.66%)
5	Raj	589	+23.63%	-0.05%	MDB(+17.84%)	TSLA(-22.78%)
6	Jim	601	+23.28%	-0.03%	AMD(+9.94%)	TSLA(-22.78%)
7	Ray	607	+23.26%	-0.01%	AMD(+9.94%)	TSLA(-19.66%)
8	Janet	468	+22.84%	+0.04%	AMD(+9.94%)	JNJ(-9.13%)
9	Carl	524	+22.01%	-0.12%	AMD(+9.94%)	NOC(-22.72%)
10	Warren	626	+21.99%	+0.02%	META(+8.68%)	GS(-9.90%)

Current Positions (15)

Ticker	Shares	Avg Cost	Price	Value	P&L	P&L %	Stop Loss
NOC	12.97	$586.95	$586.95	$7,612.43	+$0.00	+0.00%	$553.95 (+5.62%)
CSCO	52.79	$113.50	$113.50	$5,991.83	+$0.00	+0.00%	$106.41 (+6.25%)
CVX	32.05	$179.02	$179.02	$5,738.03	+$0.00	+0.00%	$172.27 (+3.77%)
BAC	101.38	$62.25	$62.25	$6,311.22	+$0.00	+0.00%	$59.98 (+3.65%)
KO	65.02	$89.62	$89.62	$5,827.54	+$0.00	+0.00%	$85.74 (+4.33%)
JPM	19.61	$339.13	$339.13	$6,649.07	+$0.00	+0.00%	$324.78 (+4.23%)
JNJ	25.7	$252.57	$252.57	$6,491.88	+$0.00	+0.00%	$240.51 (+4.78%)
PPL	201.28	$35.90	$35.90	$7,225.70	+$0.00	+0.00%	$34.60 (+3.62%)
LMT	13.66	$619.49	$619.49	$8,460.34	+$0.00	+0.00%	$587.73 (+5.13%)
AWK	45.88	$128.96	$128.96	$5,916.42	+$0.00	+0.00%	$123.30 (+4.39%)
XOM	37.35	$148.75	$148.75	$5,556.13	+$0.00	+0.00%	$142.49 (+4.21%)
RTX	36.56	$218.42	$218.42	$7,984.52	+$0.00	+0.00%	$207.99 (+4.78%)
PG	36.89	$152.33	$152.33	$5,619.91	+$0.00	+0.00%	$146.39 (+3.90%)
PEP	41.19	$144.52	$144.52	$5,952.79	+$0.00	+0.00%	$137.66 (+4.75%)
WMT	54.11	$115.21	$115.21	$6,234.07	+$0.00	+0.00%	$110.12 (+4.42%)

Recent Trades

Recent Buys

LMT2026-07-28

13.66 shares @ $619.49

#1 consensus pick — score 8.2, 90% agree, 9/10 agents

RTX2026-07-28

36.56 shares @ $218.42

#2 consensus pick — score 7.7, 88% agree, 7/10 agents

NOC2026-07-28

12.97 shares @ $586.95

#3 consensus pick — score 7.4, 86% agree, 4/10 agents

PPL2026-07-28

34.22 shares @ $36.79

Increasing position — rank #4 (score 7.2, 67% agree)

JPM2026-07-28

2.21 shares @ $355.16

Increasing position — rank #6 (score 6.7, 59% agree)

BAC2026-07-28

101.38 shares @ $62.25

#8 consensus pick — score 6.1, 39% agree, 3/10 agents

WMT2026-07-28

54.11 shares @ $115.21

#9 consensus pick — score 6.0, 29% agree, 1/10 agents

CSCO2026-07-28

52.79 shares @ $113.50

#11 consensus pick — score 5.8, 20% agree, 1/10 agents

PEP2026-07-28

41.19 shares @ $144.52

#12 consensus pick — score 5.8, 14% agree, 1/10 agents

KO2026-07-28

65.02 shares @ $89.62

#13 consensus pick — score 5.6, 38% agree, 2/10 agents

Recent Sells

NVDA

-3.28%2026-07-28

30.12 shares @ $194.01LOSS

Eliminated round 1 (score 3.9, threshold 4.0) — High uncertainty in growth due to supply chain issues and market corrections.; Future growth highly uncertain amid competition.; Current slowdown in sem…

AAPL

+1.22%2026-07-28

20.6 shares @ $337.34WIN

Eliminated round 7 (score 5.1, threshold 5.5) — Supply chain disruptions and competition could critically affect performance.

LEA

+3.33%2026-07-28

38.82 shares @ $147.57WIN

Eliminated round 5 (score 4.8, threshold 5.0) — High competition in the EV market presents considerable risk.; The likelihood of significant growth appears limited.; Projections seem overly optimistic…

PFE

+1.37%2026-07-28

264.21 shares @ $25.37WIN

Eliminated round 7 (score 5.4, threshold 5.5) — Uncertainty in future product success hampers growth.; Heavy reliance on breakthroughs boosts risks.; Competition from generics.

UNH

-4.26%2026-07-28

18.82 shares @ $418.79LOSS

Eliminated round 7 (score 5.4, threshold 5.5) — Policy changes.

MSFT

-1.52%2026-07-28

18.26 shares @ $394.16LOSS

Eliminated round 7 (score 5.1, threshold 5.5) — Potential downturn in demand affecting projections.

TSLA

-19.66%2026-07-28

14.92 shares @ $301.98LOSS

Eliminated round 1 (score 3.6, threshold 4.0) — Market risks highly pronounced.; Intense competition and regulatory scrutiny may hinder future.; High volatility creates an unpredictable risk environme…

BKNG

+8.00%2026-07-28

35.8 shares @ $193.43WIN

Eliminated round 7 (score 5.4, threshold 5.5) — Greater competition in travel space could limit growth.; COVID-19 variants could derail any potential recovery.; Market disruptions pose almost constant…

AMZN

-5.03%2026-07-28

22.73 shares @ $229.83LOSS

Eliminated round 3 (score 4.2, threshold 4.5) — Long-term growth potential not well justified amid near-term challenges.; High valuation with reduced cash flow creates risks.; Weak projections not tho…

JNJ

+8.94%2026-07-28

0.86 shares @ $273.02WIN

Rebalancing rank #5 (score 6.8) — reducing from 26.56 to 25.70 shares

Closed Positions (last 20)

Ticker	Bought	Sold	Entry	Exit	Held	P&L	P&L %
AMD	2026-04-26	2026-06-19	$347.84	$547.54	54d	+$21.95	+2.99%
RTX	2026-06-17	2026-06-19	$191.50	$183.72	2d	$-20.92	-2.38%
JPM	2026-05-01	2026-06-19	$309.63	$327.48	49d	$-22.62	-1.81%
GS	2026-05-08	2026-06-19	$936.90	$1,109.70	42d	$-2.66	-0.50%
UNH	2026-05-01	2026-06-19	$368.78	$402.14	49d	$-1.09	-0.35%
AWK	2026-06-18	2026-06-19	$126.60	$125.17	1d	$-1.70	-1.13%
PFE	2026-05-27	2026-06-23	$26.37	$24.95	27d	$-1.10	-0.52%
RTX	2026-06-18	2026-06-23	$188.20	$183.95	5d	$-6.76	-2.26%
AAPL	2026-05-25	2026-06-23	$309.57	$299.55	29d	$-0.82	-0.21%
NVDA	2026-06-17	2026-06-23	$207.50	$203.05	6d	$-20.92	-4.29%
JPM	2026-05-07	2026-06-23	$311.57	$331.54	47d	+$2.79	+0.93%
BAC	2026-06-23	2026-06-23	$57.58	$57.58	0d	+$0.00	+0.00%
ADBE	2026-06-23	2026-06-23	$199.05	$196.24	0d	$-82.67	-1.41%
TSLA	2026-06-23	2026-06-23	$390.94	$388.31	0d	$-36.81	-0.67%
LMT	2026-06-23	2026-06-23	$501.48	$499.70	0d	$-19.54	-0.35%
GS	2026-05-11	2026-06-23	$942.63	$1,091.46	43d	+$89.94	+1.31%
NVDA	2026-05-29	2026-06-23	$216.44	$200.90	25d	$-41.06	-5.30%
BA	2026-06-19	2026-06-23	$222.43	$219.28	4d	$-78.01	-1.42%
AMZN	2026-05-04	2026-06-23	$269.74	$232.99	50d	$-225.84	-3.17%
AMD	2026-04-27	2026-06-23	$336.09	$512.25	57d	$-215.70	-3.65%