AI Trading Agent

Updated 18 Sept 2026, 17:49

Portfolio Value

$99,541.41

Started at $100,000.00

$-458.59(-0.46%)
UNDERPERFORMING

Alpha vs S&P 500: -7.28% (Portfolio -0.46% / SPY +6.82%)

Open Positions15
Capital Deployed94.9%
Unrealized P&L+$500.26
Realized P&L$-958.85

Performance Metrics

Days Tracked71
Sharpe Ratio-0.53
Annualised Return-1.12%
Volatility15.64%
Win Rate+43.70%
Profit Factor0.46
Avg Win+1.98%
Avg Loss-2.15%
Max Drawdown+6.91%
Best Day+4.84%
Worst Day-3.99%
Avg Hold Days13.27
Cash Balance$5,054.86
Total Sells698

Charts

Portfolio Growth (Normalised %)

Daily Returns

Benchmarks

Portfolio
-0.46%
S&P 500 (SPY)
+6.82%
Nasdaq (QQQ)
+11.36%
Dow (DIA)
+0.99%
ACWI
+6.03%

Sector Allocation

TECH$46,510.54 · 46.7%
UNKNOWN$17,316.73 · 17.4%
HEALTHCARE$12,563.43 · 12.6%
DEFENSE$12,553.75 · 12.6%
INDUSTRIAL$5,601.14 · 5.6%
CASH$5,054.86 · 5.1%

Agent Sentiment

Market Verdict

LEANING BULLISH

4

Bullish

6

Neutral

0

Bearish

AgentOutlookReasoning
WarrenNEUTRALCurrent market conditions show volatility in financials and energy sectors, with tech performing relatively well.
CathieBULLISHDespite broader market volatility, the technology sector shows resilience and is positioned for growth.
JimNEUTRALThe market shows mixed signals with strong tech performance but significant weakness in financials and energy sectors.
RayNEUTRALCurrent economic signals are mixed, with sector-specific struggles, particularly in financials, offset by resilience in technology.
PeterNEUTRALMarket volatility due to geopolitical tensions and financial sector weakness is expected to impact sentiment in the short term.
CarlBULLISHDespite certain pressures in financials and energy, the tech sector showcases strength and will likely drive recovery for broader markets.
JanetNEUTRALCurrent macroeconomic conditions and geopolitical tensions suggest a cautious approach to the market.
MarcusBULLISHDespite recent volatility, the technology sector shows resilience and continues to attract investor confidence.
ElenaNEUTRALCurrent market volatility and geopolitical tensions are creating mixed signals, making it essential to focus on stock fundamentals and sector performance.
RajBULLISHDespite recent market volatility, the technology sector shows resilience and strong growth potential, especially with strong performances from major players.

Agent Leaderboard

#AgentPicksWin RateAvg ReturnBest PickWorst Pick
1Marcus1015+23.41%-0.03%MDB(+17.84%)TSLA(-22.78%)
2Cathie1057+22.83%-0.09%MDB(+17.84%)TSLA(-22.78%)
3Raj1040+22.50%-0.07%MDB(+17.84%)TSLA(-22.78%)
4Elena1055+22.50%+0.00%TXG(+12.78%)TSLA(-19.66%)
5Jim1055+22.11%-0.06%AMD(+9.94%)TSLA(-22.78%)
6Peter1077+21.98%-0.02%AMD(+9.94%)TSLA(-19.66%)
7Ray1048+21.42%-0.02%CSCO(+40.10%)TSLA(-19.66%)
8Janet919+21.16%-0.03%AMD(+9.94%)JNJ(-9.13%)
9Carl953+20.95%-0.11%AMD(+9.94%)NOC(-22.72%)
10Warren1081+20.39%-0.02%META(+8.68%)GS(-9.90%)

Current Positions (15)

TickerSharesAvg CostPriceValueP&LP&L %Stop Loss
GOOGL21.82$339.69$339.69$7,411.48+$0.00+0.00%$323.55 (+4.75%)
META10.42$634.05$634.05$6,604.51+$0.00+0.00%$592.18 (+6.60%)
NVDA30.74$219.76$219.76$6,754.76+$0.00+0.00%$208.21 (+5.25%)
AAPL18.81$332.85$332.85$6,261.06+$0.00+0.00%$317.62 (+4.58%)
CRWD29.08$237.46$237.46$6,905.56+$0.00+0.00%$211.58 (+10.90%)
NOC12.2$529.78$529.78$6,464.13+$0.00+0.00%$508.15 (+4.08%)
HON27.32$202.57$202.57$5,534.51+$0.00+0.00%$194.20 (+4.14%)
JNJ25.24$267.73$267.73$6,756.75+$0.00+0.00%$257.62 (+3.78%)
AEP46.38$123.64$123.64$5,734.53+$0.00+0.00%$120.26 (+2.73%)
UNH15.31$378.85$378.85$5,801.21+$0.00+0.00%$359.07 (+5.22%)
ASML3.88$1,597.29$1,597.29$6,193.65+$0.00+0.00%$1,493.27 (+6.51%)
NEE66.36$82.86$80.54$5,344.79$-153.92-2.80%$80.51 (+0.04%)
MSFT13.54$497.08$497.08$6,730.72+$0.00+0.00%$477.71 (+3.90%)
LMT11.62$530.00$530.00$6,157.26+$0.00+0.00%$505.59 (+4.61%)
TSLA14.25$367.50$367.50$5,236.48+$0.00+0.00%$339.58 (+7.60%)

Recent Trades

Recent Buys

CRWD2026-09-18

1.07 shares @ $238.75

Increasing position — rank #3 (score 7.5, 80% agree)

JNJ2026-09-18

1.64 shares @ $270.69

Increasing position — rank #4 (score 7.4, 64% agree)

NVDA2026-09-18

30.74 shares @ $219.76

#5 consensus pick — score 7.3, 64% agree, 3/10 agents

NOC2026-09-18

0.42 shares @ $522.88

Increasing position — rank #8 (score 6.9, 76% agree)

LMT2026-09-18

0.46 shares @ $531.43

Increasing position — rank #10 (score 6.7, 61% agree)

UNH2026-09-18

2.31 shares @ $374.33

Increasing position — rank #11 (score 6.2, 27% agree)

AEP2026-09-18

4.65 shares @ $120.31

Increasing position — rank #13 (score 6.0, 34% agree)

GOOGL2026-09-17

2.22 shares @ $345.35

Increasing position — rank #1 (score 8.1, 92% agree)

META2026-09-17

2.13 shares @ $676.84

Increasing position — rank #2 (score 7.8, 88% agree)

ASML2026-09-17

0.81 shares @ $1,628.69

Increasing position — rank #4 (score 7.1, 70% agree)

Recent Sells

CVX
-2.84%2026-09-18

21.4 shares @ $210.80LOSS

Eliminated round 4 (score 4.9, threshold 5.0)

GOOGL
+1.25%2026-09-18

2.2 shares @ $349.68WIN

Rebalancing rank #1 (score 8.2) — reducing from 24.02 to 21.82 shares

META
-0.87%2026-09-18

1.4 shares @ $670.98LOSS

Rebalancing rank #2 (score 7.5) — reducing from 11.82 to 10.42 shares

MSFT
+0.25%2026-09-18

1.26 shares @ $495.15WIN

Rebalancing rank #6 (score 7.2) — reducing from 14.80 to 13.54 shares

ASML
+1.17%2026-09-18

0.58 shares @ $1,647.74WIN

Rebalancing rank #7 (score 6.9) — reducing from 4.46 to 3.88 shares

AAPL
+0.36%2026-09-18

2.76 shares @ $335.38WIN

Rebalancing rank #9 (score 6.8) — reducing from 21.57 to 18.81 shares

HON
-0.58%2026-09-18

0.62 shares @ $205.01LOSS

Rebalancing rank #12 (score 6.0) — reducing from 27.94 to 27.32 shares

TSLA
-1.07%2026-09-18

1.35 shares @ $363.58LOSS

Rebalancing rank #15 (score 5.6) — reducing from 15.60 to 14.25 shares

JPM
-0.44%2026-09-17

15.03 shares @ $349.90LOSS

Eliminated round 1 (score 3.5, threshold 4.0) — Downside risks from economic uncertainties loom large.; Vulnerability to economic downturn impacts growth potential.; Market volatility could suppress p…

XOM
-3.73%2026-09-17

32.24 shares @ $163.02LOSS

Eliminated round 3 (score 4.2, threshold 4.5) — Sustainability pressures remain a major hurdle.; Energy prices instability can hurt margins.; Oil price volatility is a significant risk.

Closed Positions (last 20)

TickerBoughtSoldEntryExitHeldP&LP&L %
UNH2026-06-232026-09-09$409.06$392.4178d$-177.28-2.61%
TXN2026-08-282026-09-09$261.25$261.5712d+$36.14+0.63%
JNJ2026-08-192026-09-09$273.20$268.3021d+$14.15+0.22%
JPM2026-08-142026-09-09$364.76$354.4826d$-37.69-0.64%
NEE2026-09-092026-09-10$83.08$82.561d$-12.83-0.63%
DUK2026-08-192026-09-10$123.98$119.6222d$-4.93-0.57%
ED2026-06-012026-09-10$104.89$107.19101d$-3.79-0.07%
XEL2026-09-092026-09-10$75.87$75.681d$-16.96-0.25%
SO2026-09-092026-09-10$88.33$87.931d$-26.24-0.45%
TSLA2026-09-082026-09-10$366.30$366.542d+$4.49+0.07%
MSFT2026-09-092026-09-10$493.28$492.381d$-11.33-0.18%
GS2026-08-102026-09-10$1,040.42$1,018.1431d$-112.57-2.04%
GWW2026-09-092026-09-10$1,277.05$1,265.441d$-45.40-0.91%
NVDA2026-08-252026-09-10$210.72$218.3416d$-449.52-6.38%
AMGN2026-09-082026-09-11$397.61$379.223d$-5.84-0.78%
AEP2026-09-092026-09-11$124.53$123.962d+$0.26+0.02%
WFC2026-09-102026-09-11$88.89$90.421d+$6.26+1.72%
AMZN2026-08-062026-09-11$273.93$256.7436d+$2.98+1.82%
JPM2026-08-172026-09-11$363.34$356.5725d+$7.16+1.10%
CVX2026-09-102026-09-11$213.31$213.931d+$2.78+0.29%