1,005,206 JPY
+0.52%
cash 712,306 + positions 292,900
978,611 JPY
-2.14%
cash 404,111 + positions 574,500
975,420 JPY
-2.46%
cash 682,520 + positions 292,900
Equity Curve
aggressive_traderpatient_holderquality_balancer
Summary
| persona | final_nav | final_cash | final_positions_value | total_return | max_drawdown | sharpe | orders | positions |
|---|---|---|---|---|---|---|---|---|
| patient_holder | 1,005,206 | 712,306 | 292,900 | 0.52% | -0.49% | 4.9971 | 1 | {"8306.T": 100.0} |
| aggressive_trader | 978,611 | 404,111 | 574,500 | -2.14% | -2.85% | -6.1620 | 3 | {"9984.T": 100.0} |
| quality_balancer | 975,420 | 682,520 | 292,900 | -2.46% | -3.39% | -5.9555 | 5 | {"8306.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 |
| 2026-05-15 | aggressive_trader | sell | 8306.T | 100.0000 | 2,910 | 145.5250 |
| 2026-05-15 | quality_balancer | sell | 9984.T | 100.0000 | 5,801 | 290.0500 |
| 2026-05-15 | quality_balancer | buy | 8306.T | 100.0000 | 2,910 | 145.5250 |
Latest Decisions
{
"decision_date": "2026-05-14",
"execution_date": "2026-05-15",
"persona": "patient_holder",
"targets": [
{
"symbol": "8306.T",
"accepted": true,
"target_weight": 0.231,
"reason": "Keep the existing holding: it remains in an uptrend with positive 120-day resilience, moderate volatility, and no clear thesis break despite weak 60-day momentum."
}
]
}{
"decision_date": "2026-05-14",
"execution_date": "2026-05-15",
"persona": "quality_balancer",
"targets": [
{
"symbol": "8306.T",
"accepted": true,
"target_weight": 0.2475,
"reason": "Best allowed new entry after risk balancing: uptrend, positive 120-day return, moderate volatility, and manageable drawdown, despite weak recent momentum."
},
{
"symbol": "9984.T",
"accepted": true,
"target_weight": 0.0,
"reason": "omitted_exit"
}
]
}{
"decision_date": "2026-05-14",
"execution_date": "2026-05-15",
"persona": "aggressive_trader",
"targets": [
{
"symbol": "9984.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Keep the strongest allowed momentum holding: very strong 20-day return, positive 60-day return, and uptrend justify the minimum-lot overweight within the style cap."
},
{
"symbol": "8306.T",
"accepted": true,
"target_weight": 0.0,
"reason": "omitted_exit"
}
]
}{
"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."
}
]
}