1,000,006 JPY
+0.00%
cash 712,306 + positions 287,700
977,907 JPY
-2.21%
cash 113,207 + positions 864,700
970,905 JPY
-2.91%
cash 393,905 + positions 577,000
Equity Curve
aggressive_traderpatient_holderquality_balancer
Summary
| persona | final_nav | final_cash | final_positions_value | total_return | max_drawdown | sharpe | orders | positions |
|---|---|---|---|---|---|---|---|---|
| patient_holder | 1,000,006 | 712,306 | 287,700 | 0.00% | -0.49% | 0.0402 | 1 | {"8306.T": 100.0} |
| aggressive_trader | 977,907 | 113,207 | 864,700 | -2.21% | -2.85% | -7.6080 | 2 | {"8306.T": 100.0, "9984.T": 100.0} |
| quality_balancer | 970,905 | 393,905 | 577,000 | -2.91% | -3.39% | -8.8684 | 3 | {"9984.T": 100.0} |
Orders
| execution_date | persona | side | symbol | shares | fill_price | commission |
|---|---|---|---|---|---|---|
| 2026-05-13 | aggressive_trader | buy | 9984.T | 100.0000 | 5,943 | 297.1500 |
| 2026-05-13 | quality_balancer | buy | 8306.T | 100.0000 | 2,876 | 143.7750 |
| 2026-05-13 | patient_holder | buy | 8306.T | 100.0000 | 2,876 | 143.7750 |
| 2026-05-14 | aggressive_trader | buy | 8306.T | 100.0000 | 2,920 | 146.0250 |
| 2026-05-14 | quality_balancer | sell | 8306.T | 100.0000 | 2,920 | 146.0250 |
| 2026-05-14 | quality_balancer | buy | 9984.T | 100.0000 | 6,100 | 305.0000 |
Latest Decisions
{
"decision_date": "2026-05-13",
"execution_date": "2026-05-14",
"persona": "patient_holder",
"targets": [
{
"symbol": "8306.T",
"accepted": true,
"target_weight": 0.231,
"reason": "Keep the existing holding: selection_allowed=true, uptrend remains intact, volatility and drawdown are acceptable, and the patient mandate favors holding through modest short-term weakness."
}
]
}{
"decision_date": "2026-05-13",
"execution_date": "2026-05-14",
"persona": "quality_balancer",
"targets": [
{
"symbol": "9984.T",
"accepted": true,
"target_weight": 0.2475,
"reason": "Take a modest oversize minimum-lot momentum entry: selection_allowed=true, uptrend is strong, and minimum-lot weight is just within the balanced cap."
},
{
"symbol": "8306.T",
"accepted": true,
"target_weight": 0.0,
"reason": "omitted_exit"
}
]
}{
"decision_date": "2026-05-13",
"execution_date": "2026-05-14",
"persona": "aggressive_trader",
"targets": [
{
"symbol": "9984.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Keep the existing position: strongest allowed score, very strong 20/60-day momentum, uptrend intact, and minimum-lot weight remains within the aggressive cap despite oversize current exposure."
},
{
"symbol": "8306.T",
"accepted": true,
"target_weight": 0.29,
"reason": "Add the only credible affordable new uptrend candidate; medium-term return is positive and one board lot fits the target and minimum-lot constraints."
}
]
}{
"decision_date": "2026-05-12",
"execution_date": "2026-05-13",
"persona": "patient_holder",
"targets": [
{
"symbol": "8306.T",
"accepted": true,
"target_weight": 0.231,
"reason": "Only allowed candidate with an uptrend, manageable volatility, acceptable drawdown, and an affordable minimum lot within the patient-holder cap; qualifies as a small durable entry."
}
]
}{
"decision_date": "2026-05-12",
"execution_date": "2026-05-13",
"persona": "quality_balancer",
"targets": [
{
"symbol": "8306.T",
"accepted": true,
"target_weight": 0.2475,
"reason": "Only allowed candidate with an uptrend, moderate volatility, affordable lot size, and disciplined cash usage under the quality-balancer lot cap; position is modest despite a near-zero score."
}
]
}{
"decision_date": "2026-05-12",
"execution_date": "2026-05-13",
"persona": "aggressive_trader",
"targets": [
{
"symbol": "9984.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Top allowed score with exceptional 20-day and 60-day momentum; minimum lot is affordable and within the aggressive minimum-lot cap despite oversizing the target budget."
}
]
}