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 |
|---|---|---|---|---|---|---|
| CRWD | LONG | 209.93 | 203.76 | 0.0% | 2.5% | 2x |
| PANW | LONG | 325.91 | 353.99 | 0.0% | 2.4% | 2x |
| DDOG | LONG | 264.48 | 262.32 | 0.0% | 2.9% | 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 |
|---|---|---|---|---|---|---|---|
| DDOG | LONG | -0.8% | 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: 241.5284
(Δ 7.93%)
trailing: 0 / 3 TP next: — time: 15.0 d |
SELL BULL DDOG X2
|
| PANW | LONG | 8.6% | 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: 291.3896
(Δ 17.68%)
trailing: 0 / 3 TP next: — time: 6.1 d |
SELL BULL PANW X2
|
| CRWD | LONG | -2.9% | 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: 188.6095
(Δ 7.44%)
trailing: 0 / 3 TP next: — time: 2.3 d |
SELL BULL CRWD X2
|
| Pod | Trades | Wins | Avg P&L % |
|---|---|---|---|
| legacy | 46 | 26 | 1.26 |