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 811334 SEK · Cash 554861 SEK · Positions 3 · Certificates 0.0%.
Reduce / Exit
No reduce / exit actions.
Trim
No trim actions.
Hold
No hold actions.
Add
No add actions.
Wait / Review
WAIT Run Strategy Agent on the latest valid snapshot
The visible portfolio snapshot is newer than the latest strategy run, so old reallocation actions are hidden. · Run Strategy Agent before acting. · 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: Portfolio snapshot is stale; portfolio-specific advice is downgraded. Snapshot is stale; update it before trusting portfolio-specific advice.
Show raw positions
| Ticker | Direction | Entry | Current | P&L % | Size % | Leverage |
|---|---|---|---|---|---|---|
| DDOG | LONG | 247.35 | 247.35 | 0.0% | 3.0% | 2x |
| QCOM | LONG | 233.40 | 251.02 | 0.0% | 1.7% | 2x |
| CRWD | LONG | 652.22 | 731.00 | 0.0% | 3.1% | 2x |
| AMD | LONG | 447.58 | 516.10 | 0.0% | 1.9% | 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 |
|---|---|---|---|---|---|---|---|
| AMD | LONG | 15.3% | 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: 387.6938
(Δ 24.88%)
trailing: 0 / 3 TP next: — time: 11.5 d |
SELL BULL AMD X2
|
| CRWD | LONG | 12.1% | 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: 599.2728
(Δ 18.02%)
trailing: 0 / 3 TP next: — time: 11.0 d |
SELL BULL CRWD X2
|
| QCOM | LONG | 7.5% | 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: 198.3900
(Δ 20.97%)
trailing: 0 / 3 TP next: — time: 4.5 d |
SELL BULL QCOM X2
|
| DDOG | 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: 227.0327
(Δ 8.21%)
trailing: 0 / 3 TP next: — time: 2.5 d |
SELL BULL DDOG X2
|
| Pod | Trades | Wins | Avg P&L % |
|---|---|---|---|
| legacy | 16 | 12 | 12.18 |