Investment thesis
Risk-adjusted performance — live track record
Forward-tested daily against live market data. Metrics derived from end-of-day portfolio marks; methodology documented on the Due Diligence and About pages.
| Return | Value | Risk-adjusted | Value | |
|---|---|---|---|---|
| Current portfolio worth | $9495.25 | Sharpe ratio | 0.00 | |
| Total return | 0.00% | Sortino ratio | 0.00 | |
| CAGR | 0.00% | Calmar ratio | 0.00 | |
| Volatility (annualised) | 0.00% | Profit factor | 0.00 | |
| Days live | 1 | Maximum drawdown | 0.00% |
Equity curve
Live track record — forward-tested performance from the strategy's production start date.
Drawdown profile
Underwater curve — percentage below the running high-water mark. Institutional allocators read this before the equity curve.
Current holdings
| Symbol | Quantity |
|---|---|
| AAPL | 1.4654 |
| ABBV | 1.8908 |
| AMD | 0.7928 |
| AMGN | 1.2050 |
| ANET | 2.4200 |
| DE | 0.7242 |
| DELL | 0.8878 |
| EMR | 3.1608 |
| INTC | 4.0643 |
| META | 0.6646 |
| MSFT | 0.9683 |
| MU | 0.4620 |
| NVDA | 2.2203 |
| PANW | 1.3341 |
| PFE | 17.4220 |
| PLTR | 2.6350 |
| QCOM | 2.4746 |
| SNDK | 0.2811 |
| TMO | 0.7409 |
| USD | 0.0000 |
| XOM | 3.1125 |
Research & documentation
Skin in the game: Our principals and founders deploy their own capital alongside our clients using these exact quantitative models. We are aligned with your downside.
- Strategy deep-dive: InstitutionalFlowBot: strategy deep-dive & live performance
- Framework: python_tradingbot_framework (open source, fully inspectable)
For professional investors
Request the investor deck, DDQ, and extended analytics. Firm-gated and reviewed manually.
Request access