Source-Traced Research · BEGINNER

Portfolio-Aware Apple Research Packet

A governed market-data MCP workflow that adds optional Supabase context for portfolio-fit research and produces a source-traced packet for manual review.

Simulated return

+0.69%

from $100,000 · since 25 Aug 2026

Last run 5 Oct 2026

Portfolio value

$100,693

Cash

$90,593

Decisions

Max drawdown

-0.57%

Current holdings

AAPLApple Inc.

$10,099

10.0% of portfolio

Retain documented thesis: durable cash flows and dominant ecosystem justify the 10% allocation; unproven CEO transition (John Ternus), ~42x trailing earnings, iPhone dependency, and macro/regulatory exposure cap the size. No new memo evidence alters this view.

Decision log

Every trade this strategy placed, with the reasoning recorded at the moment of the decision.

BUYAAPL1 @ 334.14 USD$334
Memo is a clarification request with zero research content; no basis to add, trim, or sell. Explicitly retain existing 29-share AAPL position at its 10% target; no state change without confirmed memo evidence. Portfolio remains ~90% cash per insufficient-evidence rule.
5 Oct 2026
SELLAAPL2.16 @ 341.07 USD$737
No change requested.
27 Sept 2026
BUYAAPL31.719 @ 315.265 USD$10,000
AAPL offers durable cash flows and a dominant ecosystem, with FY2025 revenue $416.16B (+6.4% YoY), net income $112.01B (+19.5% YoY), and gross margin 46.9%. However, the CEO transition and premium valuation (~42x trailing earnings) argue for a modest initial allocation rather than a full 20% position. A $10,000 position is above the $100 minimum, well below the 20% cap, and leaves ample cash for future opportunities.
31 Aug 2026

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Simulated portfolios. Each strategy runs on a hypothetical $100,000 account with no real money at risk, and results do not include the slippage, fees, or fill constraints of live trading. Past and simulated performance does not indicate future results. Nothing here is investment advice.