⚠ Loss Streak: 0— Risk is throttled until streak clears
AI Trainer
Backtest replays 90 days of market data through the signal engine and updates pattern beliefs with the results.
Sweep tests a grid of tolerance × min-R:R values to find optimal parameters.
Pattern Beliefs Click column headers to sort
Pattern
Samples ↕
Win Rate ↕
Avg R:R ↕
Confidence ↕
Status
No pattern data yet
⚠ Flagged Patterns (win rate < 42% with 5+ samples)
SMT Divergence Memory — SPY vs QQQ Pattern Stats
No SMT pattern data yet — data accumulates as trades close
Overall Win Rate
—
Total R Earned
—
Total Trades
—
Avg R:R
—
Equity Curve (cumulative R)
Rolling Drawdown
Max DD: —
Sharpe Ratio
—
Sortino Ratio
—
Max Drawdown
—
Profit Factor
—
Full Trade Log
Date
Symbol
Dir
Entry
Exit
SL
TP1
R:R
Result (R)
Session
Status
No closed trades yet
No session debriefs yet
Session Replay
Past Sessions
Loading sessions…
Replay: Select a session →
Speed:
Select a session to replay
🛑 PORTFOLIO HALT — Maximum Drawdown Breached
Portfolio drawdown exceeded the 15% safety limit. All new recommendations are paused.
Portfolio Strategy
Growth
Risk
Moderate
Horizon
Medium
Positions
8
Cash %
10%
Portfolio
$5,000
Holdings Tracker
Total Value
$0.00
Total Gain / Loss
$0.00
—
Annual Income
$0.00
Blended Yield
0.00%
Ticker
Shares
Avg Cost
Current
Value
Gain / Loss
G/L %
Alloc %
Div Yield
Ann. Income
Type
No holdings yet — click + Add Holding to get started.
Income Dashboard
Annual Income
$0.00
Monthly (est.)
$0.00
Portfolio Yield
0.00%
Ticker
Shares
Current Price
Div Yield
Annual Income
% of Total Income
No dividend-paying holdings yet.
Portfolio Value Over Time
Snapshot is saved to your browser. Update prices then click + Log Today to track.
Allocation
Rebalancing Helper
(equal-weight unless you set a custom target %)
Morning Brief
Generating brief…
Click ✦ Generate for today's AI market brief — macro conditions, APEX session outlook, and tickers to watch.
Today's Picks
Analysing markets…
Run analysis to generate picks for your strategy.
Portfolio Health
Neutral
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Health Score
📊
VIX
—
📈
SPY Trend
—
💧
Drawdown
0.0%
😱
Fear/Greed
—
Portfolio Drawdown0% of 15% limit
APEX Trader Status
Active
Conditions normal
30d Win Rate
—
Total R (30d)
—
Open Positions
—
Rebalance Alerts
Ask APEX Portfolio Manager
APEX PM
Hello! I'm your APEX Portfolio Manager. I can help you analyse your strategy, explain picks, assess market conditions, or adjust your profile.
Try asking: "Why did you pick NVDA?" or "What happens if rates rise?" or "Change my strategy to value investing."
Reports & History
0
Total Picks
0
Approved
—
Win Rate
—
Avg Return
Date
Symbol
Type
Action
Conviction
Alloc%
Status
Outcome
Return%
No picks history yet.
No weekly reports yet. Reports generate automatically on Sundays.
Ticker Lookup
Search any stock, ETF, or crypto
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—
—
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RSI
—
EMA 20
—
EMA 50
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EMA 200
—
Sector
—
P/E
—
Mkt Cap
—
Analyst Target
—
52-wk from High
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Watchlist
No tickers on your watchlist yet — look one up above and click + Watchlist.
Portfolio News
Click ↺ Refresh to load the latest news for your top holdings.
Correlation Heatmap
Add at least 2 holdings then click ↺ Compute to see 60-day return correlations.
Position Sizing Calculator
Risk Amount
$0
Shares to Buy
0
Position Value
$0
Enter all four fields to calculate position size.
Tax Lot Tracker
Enter a symbol and click Load Lots.
Edit Strategy Profile
Add Holding
Import Holdings from CSV
Upload or paste your brokerage CSV. Supported columns: Symbol, Quantity / Shares, Average Cost / Price Paid.