AI Managed Portfolio Performance
This page provides a detailed overview of the performance of our AI-managed stock portfolio. The portfolio starts with an initial capital of $10,000 and its value changes according to the investment decisions recorded by the system.
Unlike a simple snapshot of the current portfolio, this page shows how the portfolio has evolved over time. Visitors can follow the portfolio value, investment returns, realized and unrealized profits and losses, trading activity and transaction costs.
All performance figures displayed below are calculated from the portfolio's recorded positions and trading history. The objective is to provide a transparent view of the results rather than presenting isolated investment recommendations.
Current Portfolio Performance
Performance includes the portfolio's recorded transaction costs. Open position results are based on the latest available market prices.
Portfolio Value Over Time
The equity curve shows how the total value of the portfolio has changed over time. It includes both available cash and the value of open positions.
Performance Analysis
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Portfolio performance should be evaluated over a sufficiently long period rather than based on individual trading decisions. Short-term market movements can have a significant effect on individual positions, while longer periods provide a more useful view of how consistently the portfolio has performed.
The portfolio value displayed on this page reflects both realized results from completed trades and the current market value of open positions. As a result, the reported return can change even when no new trade has been executed.
Trading Activity
Trading activity provides additional context when evaluating performance. A return should not be considered independently from the number of transactions required to achieve it, since trading costs can have a meaningful impact on the final portfolio value.
Best Performing Investments
| Symbol | Status | Entry | Current / Exit | Amount | P/L |
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Worst Performing Investments
| Symbol | Status | Entry | Current / Exit | Amount | P/L |
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How Portfolio Performance Is Measured
The portfolio begins with $10,000 of initial capital. Its current value is calculated from the available cash and the latest value of the stocks currently held in the portfolio.
Total return represents the change between the initial capital and the current portfolio value. Realized profit and loss comes from positions that have already been closed, while open position P/L represents the current unrealized result of positions that are still held.
Transaction fees are also tracked because trading costs can materially affect investment results. Including these costs makes the displayed performance more representative of the actual portfolio result.
The historical equity curve provides an additional way to evaluate performance by showing the evolution of the portfolio rather than focusing only on its current value.
Understanding the Results
Investment performance can vary significantly depending on market conditions. A positive result over a short period does not necessarily indicate that a strategy will continue to perform in the same way, and a temporary decline does not by itself determine long-term results.
For this reason, portfolio performance should be considered together with trading activity, transaction costs and the historical evolution of portfolio value.
The results presented on this page represent the actual historical records available for this portfolio. They should not be interpreted as a prediction of future performance.