What's actually moving the total — the change on each holding and each closed trade, not the total repeated different ways.
Risk allocation
Barbell target: roughly half the invested book in higher-risk growth names, half in steadier core names.
Performance
Net asset value since inception, vs. an equal-dollar S&P 500 (SPY) benchmark.
Claude bot NAVS&P 500 benchmark
Current holdings
Live positions in the paper book.
Ticker
Shares
Avg cost
Value
No open positions yet.
Trade log
Every buy and sell, with the reasoning behind it.
No trades logged yet — the first scan hasn't run.
Did the bot trade in its last session?
Open positions — why, and for how long
The reasoning behind each position currently held, and the intended holding horizon.
No open positions yet.
Full trade history
Every trade ever made, with its rationale and intended horizon at the time.
No trades logged yet.
Day trading — a separate experiment
A distinct sleeve, tracked apart from the barbell: opened and closed within a single trading day, never held overnight. This is where "does fast, news-reactive trading actually work" gets tested independently of the longer-horizon growth/core book.
Open day-trade positions
Must be closed by the last session of the trading day — no exceptions.
Ticker
Shares
Entry
Value
No open day-trade positions.
Closed day-trade history
Every completed round-trip, win or loss, with realized P&L.