ADP
HOLDcore · score 5.9 · low
$2.76
+0.7%
Value $402.75
Entry $275.72
Last $277.62
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +0.7% (slight gain)
Portfolio
Your book & Loki's call
Performance is measured on capital actually deployed — not the paper account balance. Every holding below carries Loki's current call (hold, add, trim, exit), its score, and the reasons behind it.
Sample paper portfolio
You're viewing a demo snapshot from Loki's paper book. When your account is linked, this dashboard shows your holdings, evaluation, and suggestions instead.
Capital at work
$9,235
Paper · 25 positions
Today
-1.4% (-$127)
Book move since last close
Open P&L
$648 (+7.0%)
Unrealized on open positions · to date
Winners / Losers
21 / 3
Open positions
Action needed
5
Trim / exit / review
Track record · Loki vs SPY
Return on deployed capital · since 2026-06-02
Loki
+5.02%
SPY
+1.67%
Difference
+3.35%
Loki SPYRebased to 100 at 2026-06-02
Return on the ~9.2% of capital Loki actually put to work — a read on stock selection, estimated against current deployed basis. Not directly comparable to a fully-invested index.
Holdings
AMZN
HOLDcore · score 6.2 · medium
$10.60
+8.5%
Value $135.12
Entry $237.89
Last $258.14
- →INSIDER SELL CLUSTER detected (smart_money)
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
BRK.B
HOLDcore · score 6.6 · medium
$38.93
+5.8%
Value $711.12
Entry $477.85
Last $505.53
- →sleeve=core; sleeve-specific discipline applied
- →technical_verdict=neutral
- →P&L +5.8% (slight gain)
COST
HOLDcore · score 6.1 · medium
-$5.66
-3.2%
Value $169.34
Entry $946.60
Last $916.00
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L -3.2% (normal noise)
CRM
ADDtactical · score 7.3 · medium
$69.25
+53.2%
Value $199.44
Entry $169.53
Last $259.70
- →sleeve=tactical; sleeve-specific discipline applied
- →macd_trend=bullish
- →P&L +53.2% (strong winner)
DSGN
TRIM 50tactical · score 5.0 · low
$0.00
0.0%
Value $0.00
Entry $12.46
Last $15.14
- →sleeve=tactical; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +0.0% (slight gain)
GOOGL
HOLDcore · score 6.7 · medium
-$7.41
-1.2%
Value $595.54
Entry $342.98
Last $338.76
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L -1.2% (normal noise)
GWRE
HOLDtactical · score 6.8 · medium
$23.90
+18.8%
Value $151.29
Entry $136.61
Last $162.24
- →INSIDER SELL CLUSTER detected (smart_money)
- →sleeve=tactical; sleeve-specific discipline applied
- →macd_trend=bearish
JNJ
HOLDcore · score 6.5 · medium
$55.67
+10.0%
Value $612.80
Entry $250.23
Last $275.23
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bullish
- →P&L +10.0% (slight gain)
JPM
HOLDcore · score 6.2 · medium
$4.59
+3.1%
Value $153.12
Entry $347.54
Last $358.28
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +3.1% (slight gain)
KO
HOLDcore · score 5.7 · low
$9.13
+1.6%
Value $584.29
Entry $86.76
Last $88.14
- →INSIDER SELL CLUSTER detected (smart_money)
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
LMT
HOLDcore · score 6.1 · medium
$18.42
+2.8%
Value $681.87
Entry $511.35
Last $525.54
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +2.8% (slight gain)
MCO
HOLDcore · score 6.3 · medium
-$10.87
-1.7%
Value $638.61
Entry $501.95
Last $493.55
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L -1.7% (normal noise)
META
HOLDcore · score 7.0 · medium
$69.57
+12.0%
Value $648.84
Entry $549.16
Last $615.11
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bullish
- →P&L +12.0% (in profit)
MSFT
HOLDcore · score 6.9 · medium
$44.75
+33.7%
Value $177.47
Entry $373.54
Last $499.51
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +33.7% (strong winner)
NOW
ADDtactical · score 7.2 · medium
$28.97
+18.8%
Value $182.96
Entry $118.80
Last $141.15
- →sleeve=tactical; sleeve-specific discipline applied
- →macd_trend=bullish
- →P&L +18.8% (in profit)
NVDA
ADDcore · score 7.3 · medium
$23.62
+19.0%
Value $147.88
Entry $193.27
Last $230.00
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bullish
- →P&L +19.0% (in profit)
PEP
HOLDcore · score 6.0 · low
$6.28
+1.1%
Value $597.91
Entry $136.21
Last $137.66
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +1.1% (slight gain)
PG
HOLDcore · score 6.3 · medium
$8.79
+4.4%
Value $208.79
Entry $140.28
Last $146.44
- →INSIDER SELL CLUSTER detected (smart_money)
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bullish
SNDK
HOLDtactical · score 6.5 · medium
$20.17
+13.1%
Value $174.16
Entry $1,531.40
Last $1,732.01
- →sleeve=tactical; sleeve-specific discipline applied
- →macd_trend=bullish
- →P&L +13.1% (in profit)
SNOW
HOLDtactical · score 6.1 · medium
$20.35
+25.8%
Value $99.31
Entry $269.49
Last $338.96
- →sleeve=tactical; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +25.8% (strong winner)
UNH
HOLDcore · score 6.3 · medium
$11.63
+1.8%
Value $653.30
Entry $389.48
Last $396.54
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bullish
- →P&L +1.8% (slight gain)
V
HOLDcore · score 5.7 · low
$111.99
+20.5%
Value $657.01
Entry $311.26
Last $375.22
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +20.5% (in profit)
VOO
HOLDcore · score 5.8 · low
$13.27
+1.9%
Value $713.25
Entry $694.23
Last $707.39
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +1.9% (slight gain)
XOM
HOLDcore · score 5.7 · low
$78.81
+15.5%
Value $586.61
Entry $138.05
Last $159.47
- →sleeve=core; sleeve-specific discipline applied
- →macd_trend=bearish
- →P&L +15.5% (in profit)