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
+0.72%
from $100,000 · since 25 Aug 2026
Last run 21 Sept 2026
Portfolio value
$100,723
Cash
$90,000
Decisions
1
Max drawdown
-0.57%
Current holdings
$10,723
10.7% of portfolio
Apple offers durable cash flows and a dominant ecosystem, but the CEO transition and premium valuation argue for a modest initial allocation.
Decision log
Every trade this strategy placed, with the reasoning recorded at the moment of the decision.
- 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.