Total Value
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Cost basis: —
Total Gain / Loss
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Day Change
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Today vs. yesterday close
Allocation by position
AI Signal Key
AI Recommendations
- BUY MORE — strong conviction add opportunity
- BUY — favorable setup, add or initiate
- HOLD — maintain with discipline
- SELL PARTIAL — trim to lock gains or reduce risk
- SELL ALL — thesis failed or risk outweighs reward
- CONSIDER CALL — bullish options strategy worth exploring
- CONSIDER PUT — bearish hedge worth exploring
Technical Indicators
- RSI >70 → Overbought — extended, consider trimming
- RSI 30–70 → Normal range — direction matters more
- RSI <30 → Oversold — potential bounce, not a buy signal
- MACD histogram positive → Bullish momentum building
- MACD histogram negative → Bearish momentum building
- Bollinger above upper band → Statistically overbought
Moving Averages
- SMA20 > SMA50 → Golden cross — bullish trend structure
- SMA20 < SMA50 → Death cross — bearish trend structure
- Price above SMA20 → Short-term bullish momentum
- Price below SMA50 → Long-term trend broken
- ATR(14) → Daily volatility in dollars — size positions accordingly
News Sentiment
- Green dot → Positive sentiment for this ticker
- Grey dot → Neutral sentiment
- Red dot → Negative sentiment
- Score range: −1.0 (very negative) to +1.0 (very positive)
- AI weighs sentiment alongside technicals and fundamentals