AI Trading Agent

Updated 19 Jun 2026, 15:09

Portfolio Value

$102,589.08

Started at $100,000.00

+$2,589.08(+2.59%)
UNDERPERFORMING

Alpha vs S&P 500: -2.41% (Portfolio +2.59% / SPY +5.00%)

Open Positions15
Capital Deployed94.9%
Unrealized P&L+$650.67
Realized P&L+$1,938.41

Performance Metrics

Days Tracked28
Sharpe Ratio1.08
Annualised Return+17.45%
Volatility10.18%
Win Rate+45.90%
Profit Factor0.58
Avg Win+2.08%
Avg Loss-2.22%
Max Drawdown+1.51%
Best Day+1.16%
Worst Day-1.39%
Avg Hold Days7.75
Cash Balance$5,230.12
Total Sells305

Charts

Portfolio Growth (Normalised %)

Daily Returns

Benchmarks

Portfolio
+2.59%
S&P 500 (SPY)
+5.00%
Nasdaq (QQQ)
+14.92%
Dow (DIA)
+1.08%
ACWI
+4.82%

Sector Allocation

TECH$46,229.54 · 45.1%
FINANCE$18,298.96 · 17.8%
UNKNOWN$14,245.33 · 13.9%
DEFENSE$11,888.29 · 11.6%
HEALTHCARE$6,729.22 · 6.6%
CASH$5,230.12 · 5.1%

Agent Sentiment

Market Verdict

BROADLY BULLISH

7

Bullish

3

Neutral

0

Bearish

AgentOutlookReasoning
WarrenNEUTRALCurrent geopolitical tensions and mixed sector performance create uncertainty in the market.
CathieBULLISHThe technology sector is poised for growth as investor interest in AI and semiconductors continues to rise despite geopolitical tensions.
JimBULLISHThe technology sector is seeing strong momentum, with increasing interest from investors, particularly in AI and semiconductors, indicating potential for good short-term gains.
RayNEUTRALThe market shows mixed signals with strength in tech and financials, while energy and defense sectors face significant headwinds.
PeterBULLISHThe technology sector remains strong, with consumer staples poised for steady growth despite current geopolitical tensions.
CarlBULLISHDespite volatility in certain sectors, the tech and industrials show opportunities for growth, particularly in AI and potential defense spending.
JanetNEUTRALCurrent geopolitical tensions and mixed sector performance create uncertainty for market direction.
MarcusBULLISHThe technology sector is performing strongly, particularly in semiconductors and AI, driving optimism in the market.
ElenaBULLISHThe technology sector is showing strong momentum, especially in healthcare and semiconductors, despite geopolitical tensions affecting energy and defense sectors.
RajBULLISHThe technology sector is currently experiencing momentum due to advancements in AI and semiconductor demand, suggesting strong growth potential.

Agent Leaderboard

#AgentPicksWin RateAvg ReturnBest PickWorst Pick
1Marcus430+25.06%+0.08%MDB(+17.84%)META(-11.91%)
2Cathie467+24.12%+0.06%MDB(+17.84%)ASML(-18.37%)
3Elena464+23.52%+0.14%TXG(+12.78%)XENE(-10.96%)
4Raj449+23.52%+0.06%MDB(+17.84%)META(-11.91%)
5Jim451+22.95%+0.05%BAC(+7.89%)XENE(-10.96%)
6Ray457+22.72%+0.02%UNH(+8.44%)ADBE(-9.92%)
7Peter464+22.47%+0.07%UNH(+8.44%)META(-11.91%)
8Janet316+22.40%+0.11%UNH(+8.44%)ED(-6.08%)
9Carl382+21.77%-0.10%AMD(+6.35%)NOC(-22.72%)
10Warren471+21.69%+0.06%UNH(+8.44%)JPM(-8.75%)

Current Positions (15)

TickerSharesAvg CostPriceValueP&LP&L %Stop Loss
GOOGL20.74$367.05$367.05$7,613.42+$0.00+0.00%$344.14 (+6.24%)
MDLZ105.85$61.86$61.86$6,547.31+$0.00+0.00%$59.06 (+4.52%)
NVDA37.32$215.67$215.67$8,048.83+$0.00+0.00%$198.80 (+7.82%)
AAPL22.3$286.13$298.01$6,647.06+$265.00+4.15%$269.88 (+9.44%)
BAC100.95$54.06$54.06$5,457.66+$0.00+0.00%$51.67 (+4.43%)
JPM19.2$312.80$312.80$6,005.00+$0.00+0.00%$297.96 (+4.74%)
GS5.82$1,045.05$1,045.05$6,082.32+$0.00+0.00%$972.57 (+6.94%)
UNH16.78$388.08$388.08$6,513.03+$0.00+0.00%$368.92 (+4.94%)
MSFT14.98$379.40$379.40$5,682.24+$0.00+0.00%$354.32 (+6.61%)
AWK63.02$124.07$124.07$7,818.50+$0.00+0.00%$117.92 (+4.96%)
RTX32.88$190.91$190.91$6,277.50+$0.00+0.00%$180.82 (+5.29%)
ADBE26.6$204.25$195.16$5,190.93$-241.78-4.45%$181.95 (+6.77%)
AMD11.13$531.63$531.63$5,916.89+$0.00+0.00%$458.32 (+13.79%)
AMZN29.59$242.56$242.56$7,177.87+$0.00+0.00%$226.31 (+6.70%)
BA24.72$234.01$234.01$5,785.36+$0.00+0.00%$218.74 (+6.52%)

Recent Trades

Recent Buys

NVDA2026-06-19

2.17 shares @ $210.69

Increasing position — rank #2 (score 7.7, 72% agree)

GOOGL2026-06-19

3.26 shares @ $368.03

Increasing position — rank #3 (score 7.5, 85% agree)

AMZN2026-06-19

5.35 shares @ $244.39

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

MDLZ2026-06-19

3.04 shares @ $60.12

Increasing position — rank #8 (score 6.2, 50% agree)

BA2026-06-19

24.72 shares @ $234.01

#12 consensus pick — score 5.7, 33% agree, 2/10 agents

MSFT2026-06-19

14.98 shares @ $379.40

#13 consensus pick — score 5.6, 9% agree, 3/10 agents

AWK2026-06-18

18.75 shares @ $126.60

Increasing position — rank #1 (score 7.5, 80% agree)

JPM2026-06-18

2.33 shares @ $333.51

Increasing position — rank #2 (score 7.0, 68% agree)

NVDA2026-06-18

0.55 shares @ $208.19

Increasing position — rank #3 (score 6.7, 50% agree)

UNH2026-06-18

3.34 shares @ $403.55

Increasing position — rank #4 (score 6.5, 59% agree)

Recent Sells

AXSM
-0.99%2026-06-19

18.64 shares @ $250.50LOSS

Eliminated round 1 (score 3.9, threshold 4.0) — Regulatory risks could heavily detract from value.; Regulatory uncertainties could lead to major losses.; High uncertainty in drug development dramatica…

TSLA
+0.45%2026-06-19

13.03 shares @ $400.49WIN

Eliminated round 3 (score 4.5, threshold 4.5) — High volatility and regulatory challenges could impact performance significantly.; Increased competition and market pressures.; Increasing EV market vol…

AWK
-1.21%2026-06-19

1.19 shares @ $125.07LOSS

Rebalancing rank #1 (score 7.7) — reducing from 64.21 to 63.02 shares

UNH
-0.64%2026-06-19

0.77 shares @ $400.96LOSS

Rebalancing rank #5 (score 6.6) — reducing from 17.55 to 16.78 shares

GS
-1.68%2026-06-19

0.48 shares @ $1,096.56LOSS

Rebalancing rank #7 (score 6.2) — reducing from 6.30 to 5.82 shares

JPM
-2.49%2026-06-19

3.75 shares @ $325.22LOSS

Rebalancing rank #9 (score 6.1) — reducing from 22.95 to 19.20 shares

RTX
-1.38%2026-06-19

4.67 shares @ $185.60LOSS

Rebalancing rank #10 (score 6.0) — reducing from 37.55 to 32.88 shares

AMD
+1.08%2026-06-19

1.38 shares @ $537.37WIN

Rebalancing rank #11 (score 5.9) — reducing from 12.51 to 11.13 shares

BAC
-1.30%2026-06-19

15.72 shares @ $56.20LOSS

Rebalancing rank #14 (score 5.6) — reducing from 116.67 to 100.95 shares

BA
-3.15%2026-06-18

26.31 shares @ $222.68LOSS

Eliminated round 1 (score 4.0, threshold 4.0) — Regulatory scrutiny and quality control problems.; Production issues weigh heavily on outlook.; Regulatory scrutiny and historical issues present signif…

Closed Positions (last 20)

TickerBoughtSoldEntryExitHeldP&LP&L %
MSFT2026-04-272026-05-25$420.90$416.5028d$-0.82-0.33%
PFE2026-05-132026-05-25$25.93$25.7912d$-1.01-0.68%
D2026-05-222026-05-25$68.17$67.843d$-1.89-0.49%
RTX2026-05-222026-05-25$176.07$176.923d+$6.32+0.48%
BAC2026-05-212026-05-25$51.20$52.254d+$4.37+0.54%
GS2026-04-252026-05-25$926.91$1,006.5330d+$3.50+0.76%
LMT2026-05-222026-05-25$528.87$531.843d+$38.09+0.56%
JNJ2026-05-112026-05-27$221.80$232.2516d+$1.22+0.12%
AAPL2026-05-132026-05-27$295.46$312.1114d+$3.38+0.82%
TSLA2026-05-252026-05-27$428.73$438.842d+$10.61+2.36%
LNT2026-05-252026-05-27$73.97$73.542d$-40.04-0.58%
MSFT2026-05-052026-05-27$411.91$413.2722d$-64.74-1.10%
GS2026-04-262026-05-27$926.91$993.7831d$-37.26-0.51%
JPM2026-04-272026-05-27$310.62$299.1630d$-151.77-2.15%
BAC2026-05-222026-05-27$51.97$51.905d$-9.40-0.13%
NVDA2026-05-132026-05-27$223.22$210.3514d$-139.82-2.47%
SBUX2026-05-272026-05-29$101.73$100.042d$-13.96-1.66%
V2026-05-142026-05-29$321.97$329.3015d+$1.78+0.40%
AMGN2026-05-272026-05-29$340.52$335.742d$-3.49-1.40%
AAPL2026-05-142026-05-29$298.49$313.3915d+$9.05+1.23%