Enter a stock ticker symbol to add it to the system. This will:
Fetch price and indicator data from Yahoo Finance
Run backtesting analysis to generate scores
Make the ticker available in the charts viewer
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Bearish
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Filter:
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Entry Date
Exit Date
Ticker
Sector
Type
Entry $
Exit $
Days
Entry
Exit
Tier
Kelly %
P&L %
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Portfolio Analysis
Strategy performance across all traded tickers
Win Rate by Tier
P&L by Tier
Yearly Performance
Cumulative P&L
Monthly P&L
P&L Distribution
Sector Performance
Win Rate by Holding Period
Trade Performance Analysis
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Absolute Return Distribution
Annualized Return Distribution
Entry Score vs Return
Win Rate by Sector
Returns by Sector
Holding Period Distribution
Holding Period vs Return
Component Score Contribution
Cumulative Returns
Underwater (Drawdown)
Performance by Entry Score
Trades by Month Over Time
Entry Score Over Time
Entry Score vs Win Rate
Trailing 3-Month Performance Bands
Returns by Stock Characteristics
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Returns by Beta
Returns by 52-Week Momentum
Returns by Market Cap
Returns by Avg Volume
Returns by Dividend Yield
Returns by QQQ Score
Returns by Sector
Filter Evaluation Summary
Summary of all evaluated filters. See Strategy Optimization above for key insights.
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Filter
Trades
Blocked
Win Rate
Total Return
Avg Return
Status
Earnings Impact Analysis
Analysis of trade performance relative to earnings announcements. Tests whether avoiding earnings improves results.
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Performance by Entry Proximity to Earnings
Proximity
Trades
Win Rate
Avg P&L
Median P&L
Earnings During Trade
Category
Trades
Win Rate
Avg P&L
Earnings Avoidance Filter Testing
What happens if we avoid entering within N days of earnings?
Avoid Window
Trades
Excluded
Win Rate
WR Change
Avg P&L
P&L Change
Strategy Optimization
Key findings from filter analysis. Focus on tier classification for discretionary trading decisions.
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Key Performance Drivers
These factors have the strongest correlation with win rate improvement.
Recommended Trading Tiers
Choose your tier based on risk tolerance. Higher tiers = higher win rate but fewer opportunities. Tier 7 is recommended for optimal risk-adjusted returns.
Quick Recommendations
Tier Robustness Validation
Year-over-year consistency and ticker diversification for the recommended tiers.
Additional Analysis (Click to Expand)
These factors have been evaluated but show limited or inconsistent impact on performance.
Entry Score Threshold Analysis
Entry score alone shows diminishing returns above 90. Tier classification is more effective than score thresholds.
Individual Filter Impact
Note: RSI score is the only HIGH sensitivity filter. Other score components have limited individual impact.
Hard Filters (Block Trades)
Score Components (Adjust Entry Score)
Sector Performance
Sector differences are modest. Focus on tier selection rather than sector filtering.
Entry Month Performance
Seasonal patterns exist but are not consistent enough for reliable filtering.
All Configuration Scenarios
Detailed Filter Analysis
Comprehensive configuration analysis for reference. Key findings are summarized in Strategy Optimization above.
Click to expand detailed filter configurations
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Win Rate vs Total Return (Pareto Frontier)
Each point is a filter configuration. Configurations on the upper-right frontier offer optimal trade-offs.
All Configurations (Sorted by Win Rate)
Configuration
Category
Trades
Win Rate ▼
Total Return
Avg Return
Profit Factor
Composite
Ticker
Trades
Win Rate
Total P&L
Avg P&L
Ticker
Trades
Win Rate
Total P&L
Avg P&L
Stock Census
Summary of all stocks with trade history
Ticker
Name
Sector
Trades
Open
W
L
Win %
Total P&L
Avg P&L
Avg Days
First
Last
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Portfolio Risk Analysis
Multi-factor risk decomposition vs benchmark
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AAPL
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