Performance
Four strictly separate categories, never added together. An accepted recommendation is never counted as a gain.
1. Real portfolio
No real transaction recorded yet.
2. Simulated portfolio following the recommendations
Not available in this version. No figure is shown until the simulation exists.
3. Passive benchmark strategy
Not available in this version (planned: broad index with dividends reinvested, same dates, same currency).
4. Estimated costs and taxes
Fee schedule used for estimates: IBKR Pro "fixed" commission ($0.005/share, $1 minimum) + an assumed 0.08% spread and slippage. Taxes (French flat tax of 31.4% in 2026 on a securities account): not yet taken into account.
History of recommendations and your decisions
| Computed (UTC) | Type | Security | Recommendation | Rule | Data as of | Your decision |
|---|---|---|---|---|---|---|
| 2026-10-16 08:23 | position | 3231 | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-15 | none |
| 2026-10-16 08:23 | position | SOFI | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-15 | none |
| 2026-10-16 08:23 | position | XFAB | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-15 | none |
| 2026-10-15 07:03 | position | 3231 | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-14 | none |
| 2026-10-15 07:03 | position | SOFI | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-14 | none |
| 2026-10-15 07:03 | position | XFAB | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-14 | none |
| 2026-10-14 13:43 | position | 3231 | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-13 | none |
| 2026-10-14 13:43 | position | SOFI | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-13 | none |
| 2026-10-14 13:43 | position | XFAB | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-13 | none |
| 2026-10-12 07:14 | position | 3231 | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-09 | none |
| 2026-10-12 07:14 | position | SOFI | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-09 | none |
| 2026-10-12 07:14 | position | XFAB | No sufficiently reliable recommendation | data_quality v971161508d30 | 2026-10-09 | none |