Portfolio Action Plan
Advisory portfolio guidance from the Strategy Agent. No trade placed. No broker order is created.
Source: Strategy Agent Paper DB Portfolio snapshot if availablestale Snapshot is stale. Update portfolio snapshot before acting.
Total 813453 SEK · Cash 530129 SEK · Positions 4 · Certificates 0.0%.
Reduce / Exit
No reduce / exit actions.
Trim
No trim actions.
Hold
HOLD Amazon.com
Hold core if it fits the active strategy and concentration remains acceptable. · No portfolio step suggested. · advisory only, no order created.
Evidence: policy_only Backtest: not_required Operator status: wait Snapshot: stale_snapshot · Advisory only — no trade placed
Backtest evidence: · quality unknown
Limitations: Market intelligence is supporting evidence only and is unknown. Portfolio snapshot is stale; portfolio-specific advice is downgraded.
HOLD Microsoft
Hold core if it fits the active strategy and concentration remains acceptable. · No portfolio step suggested. · advisory only, no order created.
Evidence: policy_only Backtest: not_required Operator status: wait Snapshot: stale_snapshot · Advisory only — no trade placed
Backtest evidence: · quality unknown
Limitations: Market intelligence is supporting evidence only and is unknown. Portfolio snapshot is stale; portfolio-specific advice is downgraded.
HOLD SPDR MSCI ACWI IMI UCITS ETF
Hold core if it fits the active strategy and concentration remains acceptable. · No portfolio step suggested. · advisory only, no order created.
Evidence: policy_only Backtest: not_required Operator status: wait Snapshot: stale_snapshot · Advisory only — no trade placed
Backtest evidence: · quality unknown
Limitations: Market intelligence is supporting evidence only and is unknown. Portfolio snapshot is stale; portfolio-specific advice is downgraded.
HOLD CoreWeave
Hold core if it fits the active strategy and concentration remains acceptable. · No portfolio step suggested. · advisory only, no order created.
Evidence: policy_only Backtest: not_required Operator status: wait Snapshot: stale_snapshot · Advisory only — no trade placed
Backtest evidence: · quality unknown
Limitations: Market intelligence is supporting evidence only and is unknown. Portfolio snapshot is stale; portfolio-specific advice is downgraded.
Add
No add actions.
Wait / Review
WAIT ALPHA_SYSTEM
Wait on alpha because deployable alpha is currently 0%. · No portfolio step suggested. · advisory only, no order created.
Evidence: policy_only Backtest: not_required Operator status: wait Snapshot: stale_snapshot · Advisory only — no trade placed
Backtest evidence: · quality unknown
Limitations: Market intelligence is supporting evidence only and is unknown. Portfolio snapshot is stale; portfolio-specific advice is downgraded.
Show raw positions
| Ticker | Direction | Entry | Current | P&L % | Size % | Leverage |
|---|---|---|---|---|---|---|
| ZS | LONG | 210.74 | 212.21 | 0.0% | 2.6% | 2x |
| CRWD | LONG | 249.50 | 261.25 | 0.0% | 2.3% | 2x |
| NOW | LONG | 139.82 | 140.58 | 0.0% | 2.4% | 2x |
| GTLB | LONG | 46.99 | 49.03 | 0.0% | 2.2% | 2x |
Show raw exit / sell advice
Advisory only — read-only guidance for operators. No broker orders are placed from this view. Open positions are evaluated against stops, trail counters, optional time-based exit, and take-profit levels when present.
| Ticker | Dir | P&L % | Action | Urgency | Reason | Next trigger | Certificate sell text |
|---|---|---|---|---|---|---|---|
| GTLB | LONG | 4.3% | HOLD | LOW |
No stop breach, trail exit, time exit, or profit target hit.
Evidence: policy_only · Backtest: not_required · Operator: wait · no trade placed |
stop: 41.7393
(Δ 14.87%)
trailing: 0 / 3 TP next: — time: 11.6 d |
SELL BULL GTLB X2
|
| NOW | LONG | 0.5% | HOLD | LOW |
No stop breach, trail exit, time exit, or profit target hit.
Evidence: policy_only · Backtest: not_required · Operator: wait · no trade placed |
stop: 125.2032
(Δ 10.94%)
trailing: 0 / 3 TP next: — time: 6.6 d |
SELL BULL NOW X2
|
| CRWD | LONG | 4.7% | HOLD | LOW |
No stop breach, trail exit, time exit, or profit target hit.
Evidence: policy_only · Backtest: not_required · Operator: wait · no trade placed |
stop: 222.5540
(Δ 14.81%)
trailing: 0 / 3 TP next: — time: 6.1 d |
SELL BULL CRWD X2
|
| ZS | LONG | 0.7% | HOLD | LOW |
No stop breach, trail exit, time exit, or profit target hit.
Evidence: policy_only · Backtest: not_required · Operator: wait · no trade placed |
stop: 190.5270
(Δ 10.22%)
trailing: 0 / 3 TP next: — time: 0.1 d |
SELL BULL ZS X2
|
| Pod | Trades | Wins | Avg P&L % |
|---|---|---|---|
| legacy | 74 | 39 | 0.52 |