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 817645 SEK · Cash 554861 SEK · Positions 3 · 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 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 |
|---|---|---|---|---|---|---|
| CRWD | LONG | 652.22 | 663.46 | 0.0% | 3.1% | 2x |
| AMD | LONG | 447.58 | 467.51 | 0.0% | 1.9% | 2x |
| PANW | LONG | 241.39 | 260.58 | 0.0% | 3.1% | 2x |
| QCOM | LONG | 210.31 | 238.16 | 0.0% | 1.7% | 2x |
| DDOG | LONG | 200.16 | 222.32 | 0.0% | 2.3% | 2x |
| XLK | LONG | 155.03 | 180.39 | 0.0% | 6.2% | 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 |
|---|---|---|---|---|---|---|---|
| XLK | LONG | 16.4% | 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: 148.8288
(Δ 17.50%)
trailing: 0 / 3 TP next: — time: 34.5 d |
SELL BULL XLK X2
|
| DDOG | LONG | 11.1% | 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: 178.8149
(Δ 19.57%)
trailing: 0 / 3 TP next: — time: 17.0 d |
SELL BULL DDOG X2
|
| QCOM | LONG | 13.2% | 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: 178.7635
(Δ 24.94%)
trailing: 0 / 3 TP next: — time: 13.0 d |
SELL BULL QCOM X2
|
| PANW | LONG | 7.9% | 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: 222.1222
(Δ 14.76%)
trailing: 0 / 3 TP next: — time: 7.5 d |
SELL BULL PANW X2
|
| AMD | LONG | 4.5% | 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: 387.6938
(Δ 17.07%)
trailing: 0 / 3 TP next: — time: 5.0 d |
SELL BULL AMD X2
|
| CRWD | LONG | 1.7% | 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: 599.2728
(Δ 9.67%)
trailing: 0 / 3 TP next: — time: 4.5 d |
SELL BULL CRWD X2
|
| Pod | Trades | Wins | Avg P&L % |
|---|---|---|---|
| legacy | 12 | 8 | 7.77 |