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Current Portfolio
… paper trading variants — … Taxable + … Taxable-in-IRA + … IRA ($100k each)
Use the group tabs to switch between Taxable, IRA, and TSP strategies. Each card shows a strategy's current holdings, total value, and gain/loss. New here? Start with the Getting Started Guide or check the Glossary for unfamiliar terms.
Started January 2, 2026
Live snapshot of all … paper trading variant portfolios. Shows every current stock holding across all strategies with cost basis, current price, and unrealized profit/loss. Use this to see which stocks the system is currently holding and how each strategy group is performing.
Use this page to see exactly what the system is holding right now. For manual IRA trade execution, this is where to find today's positions. New here? Start with the Getting Started Guide.
AI Daily Briefing
What's on this page
- Summary cards — total portfolio value, profit/loss, position count, and cash across all … variants
- Group tabs — switch between Taxable (…), Taxable Strategy in IRA (…), IRA (…), or All Positions views
- Variant cards — per-variant snapshot showing current value, profit/loss, number of positions, and cash
- Return bar charts — cumulative return (%) since Jan 2 for each variant in the selected group
- Positions tables — sortable tables listing every holding with ticker, shares, cost basis, current price, market value, and unrealized profit/loss
Taxable — Performance Since Jan 2
Cumulative return (%) for each Taxable variant
Taxable Positions
Every stock held across the … taxable variants right now. Sort by any column to find the biggest winners, largest positions, or compare cost basis to current price.
| Variant | Ticker | Shares | Cost | Price | Value | Profit/Loss | Profit/Loss % |
|---|---|---|---|---|---|---|---|
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Taxable-in-IRA — Performance Since Jan 2
Cumulative return (%) for each Taxable-in-IRA variant
Taxable-in-IRA Positions
Why this matters — these 3 variants run taxable strategies inside an IRA wrapper, showing how tax drag affects real returns. Compare these to the Taxable tab to measure the IRA advantage.
| Variant | Ticker | Shares | Cost | Price | Value | Profit/Loss | Profit/Loss % |
|---|---|---|---|---|---|---|---|
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IRA — Performance Since Jan 2
Cumulative return (%) for each IRA variant
IRA Positions
The bottom line — these are the … IRA-optimized variants designed for actual trading in a retirement account. For manual IRA trade execution, this is the source of truth for current holdings.
| Variant | Ticker | Shares | Cost | Price | Value | Profit/Loss | Profit/Loss % |
|---|---|---|---|---|---|---|---|
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Per-Variant Roster (… Variants)
How to read this — one row per variant, and the four cards at the top of this page are the column totals of this table. Value, Cash and Positions each sum to their card; Profit/Loss is Value minus the $100,000 each variant started with.
| Variant | Group | Value | Cash | Positions | Profit/Loss |
|---|---|---|---|---|---|
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| Total | -- | -- | -- | -- | |
All Positions (… Variants)
How to read this — every holding across all … variants in one sortable table. Use the Group column to filter by strategy type, or sort by P/L% to find what's working (and what isn't) system-wide.
| Group | Variant | Ticker | Shares | Cost | Price | Value | Profit/Loss | Profit/Loss % |
|---|---|---|---|---|---|---|---|---|
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