Track Record (Mock Portfolio)
Every signal we've generated — open and closed — benchmarked against S&P 500. Hypothetical $100 positions, not real trades.
Total Signals
27
Win Rate
88.9%
Avg Return
+12.02%
Avg Alpha vs S&P
+16.91%
| Date | Ticker | Company | Score | Opinion | Entry | Current/Exit | P&L | SPY P&L | Alpha | Status | Days |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 12, 2026 | FISI | FINANCIAL INSTITUTIONS INC | 62.5 | BUY | $30.38 | $30.59 | +0.69% | -4.10% | +4.79% | Open | 11d |
| Mar 11, 2026 | AMRZ | Amrize Ltd | 66.3 | BUY | $59.17 | $52.56 | -11.17% | -4.22% | -6.95% | Open | 12d |
| Mar 11, 2026 | MCB | Metropolitan Bank Holding Corp. | 66.6 | BUY | $79.62 | $80.34 | +0.90% | -4.22% | +5.12% | Open | 12d |
| Mar 11, 2026 | AMRZ | Amrize Ltd | 63.3 | BUY | $59.17 | $52.56 | -11.17% | -4.22% | -6.95% | Open | 12d |
| Mar 9, 2026 | EBC | Eastern Bankshares, Inc. | 63.1 | BUY | $18.98 | $18.72 | -1.36% | -4.37% | +3.01% | Open | 14d |
| Mar 5, 2026 | TECX | Tectonic Therapeutic, Inc. | 64.5 | BUY | $27.41 | $32.00 | +16.74% | -4.16% | +20.90% | Won | 14d |
| Mar 4, 2026 | MORN | Morningstar, Inc. | 68.7 | BUY | $182.31 | $179.07 | -1.77% | -4.66% | +2.89% | Open | 19d |
| Mar 3, 2026 | KKR | KKR & Co. Inc. | 68.5 | BUY | $90.61 | $90.00 | -0.67% | -5.50% | +4.83% | Open | 20d |
| Mar 3, 2026 | KKR | KKR & Co. Inc. | 62.7 | BUY | $90.61 | $90.00 | -0.67% | -5.50% | +4.83% | Open | 20d |
| Mar 2, 2026 | SOFI | SoFi Technologies, Inc. | 63.4 | BUY | $18.39 | $16.90 | -8.10% | -5.50% | -2.60% | Open | 21d |
| Mar 2, 2026 | EDSA | Edesa Biotech, Inc. | 69.5 | BUY | $2.28 | $7.18 | +214.91% | -4.33% | +219.24% | Won | 17d |
| Mar 2, 2026 | TBBK | Bancorp, Inc. | 60.6 | BUY | $54.13 | $52.61 | -2.80% | -5.50% | +2.70% | Open | 21d |
| Feb 24, 2026 | HLNE | Hamilton Lane INC | 70.8 | BUY | $101.13 | $99.59 | -1.52% | -4.95% | +3.43% | Open | 27d |
| Feb 24, 2026 | HLNE | Hamilton Lane INC | 68.7 | BUY | $101.13 | $99.59 | -1.52% | -4.95% | +3.43% | Open | 27d |
| Feb 24, 2026 | UBER | Uber Technologies, Inc | 71.3 | BUY | $70.72 | $73.89 | +4.48% | -4.95% | +9.43% | Open | 27d |
| Feb 24, 2026 | HLNE | Hamilton Lane INC | 64.5 | BUY | $101.13 | $99.59 | -1.52% | -4.95% | +3.43% | Open | 27d |
| Feb 12, 2026 | TECX | Tectonic Therapeutic, Inc. | 66.2 | BUY | $22.01 | $32.00 | +45.38% | -5.10% | +50.48% | Won | 35d |
| Feb 10, 2026 | TBBK | Bancorp, Inc. | 67.1 | BUY | $62.05 | $51.70 | -16.68% | -5.38% | -11.30% | Lost | 37d |
| Feb 10, 2026 | ARCC | ARES CAPITAL CORP | 63.9 | BUY | $19.48 | $17.96 | -7.80% | -6.53% | -1.27% | Open | 41d |
| Jan 23, 2026 | ALLY | Ally Financial Inc. | 64.2 | BUY | $41.99 | $38.43 | -8.47% | -5.86% | -2.61% | Open | 59d |
| Jan 23, 2026 | RLI | RLI CORP | 67.5 | BUY | $57.25 | $57.96 | +1.24% | -5.86% | +7.10% | Open | 59d |
| Jan 23, 2026 | RLI | RLI CORP | 73.9 | BUY | $57.25 | $57.96 | +1.24% | -5.86% | +7.10% | Open | 59d |
| Jan 20, 2026 | PRPO | Precipio, Inc. | 65.4 | BUY | $24.70 | $27.80 | +12.55% | -3.09% | +15.64% | Won | 58d |
| Jan 13, 2026 | ADC | AGREE REALTY CORP | 62.6 | BUY | $71.38 | $78.58 | +10.08% | -5.54% | +15.62% | Won | 65d |
| Jan 6, 2026 | PRPO | Precipio, Inc. | 65.2 | BUY | $23.74 | $27.80 | +17.10% | -4.52% | +21.62% | Won | 72d |
| Dec 23, 2025 | BMNM | BIMINI CAPITAL MANAGEMENT, INC. | 70.3 | BUY | $2.04 | $2.80 | +37.25% | -4.12% | +41.37% | Won | 86d |
| Dec 23, 2025 | BMNM | BIMINI CAPITAL MANAGEMENT, INC. | 68.0 | BUY | $2.04 | $2.80 | +37.25% | -4.12% | +41.37% | Won | 86d |
Not financial advice. For educational purposes only. Mock portfolio uses hypothetical $100 positions, not real trading. No real money is invested or at risk. Analysis is generated using artificial intelligence and may contain errors. Past performance does not guarantee future results.