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 |
|---|---|---|---|---|---|---|
| CRM | LONG | 246.74 | 246.74 | 0.0% | 3.7% | 2x |
| NOW | LONG | 148.27 | 148.57 | 0.0% | 3.2% | 2x |
| ZS | LONG | 220.79 | 220.43 | 0.0% | 2.6% | 2x |
| GTLB | LONG | 51.95 | 55.94 | 0.0% | 2.9% | 2x |
| MSFT | LONG | 541.15 | 539.44 | 0.0% | 5.5% | 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 |
|---|---|---|---|---|---|---|---|
| MSFT | LONG | -0.3% | 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: 516.7333
(Δ 4.21%)
trailing: 0 / 3 TP next: — time: 3.2 d |
SELL BULL MSFT X2
|
| GTLB | LONG | 7.7% | 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: 47.5093
(Δ 15.07%)
trailing: 0 / 3 TP next: — time: 2.1 d |
SELL BULL GTLB X2
|
| ZS | LONG | -0.2% | 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: 199.8768
(Δ 9.32%)
trailing: 0 / 3 TP next: — time: 1.1 d |
SELL BULL ZS X2
|
| NOW | LONG | 0.2% | 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: 136.5092
(Δ 8.12%)
trailing: 0 / 3 TP next: — time: 0.6 d |
SELL BULL NOW X2
|
| CRM | LONG | 0.0% | 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: 229.8679
(Δ 6.84%)
trailing: 0 / 3 TP next: — time: 0.2 d |
SELL BULL CRM X2
|
| Pod | Trades | Wins | Avg P&L % |
|---|---|---|---|
| legacy | 87 | 46 | 0.62 |