1,080,569 JPY
+8.06%
cash 301,769 + positions 778,800
1,036,829 JPY
+3.68%
cash 607,129 + positions 429,700
1,020,443 JPY
+2.04%
cash 574,223 + positions 446,220
Equity Curve
aggressive_traderpatient_holderquality_balancer
Summary
| persona | final_nav | final_cash | final_positions_value | total_return | max_drawdown | sharpe | orders | positions |
|---|---|---|---|---|---|---|---|---|
| aggressive_trader | 1,080,569 | 301,769 | 778,800 | 8.06% | -14.41% | 0.5922 | 173 | {"6758.T": 100.0, "7203.T": 100.0} |
| quality_balancer | 1,036,829 | 607,129 | 429,700 | 3.68% | -12.49% | 0.4182 | 96 | {"6758.T": 100.0} |
| patient_holder | 1,020,443 | 574,223 | 446,220 | 2.04% | -4.92% | 0.4196 | 39 | {"6758.T": 100.0, "9432.T": 100.0} |
Orders
| execution_date | persona | side | symbol | shares | fill_price | commission |
|---|---|---|---|---|---|---|
| 2026-10-09 | aggressive_trader | sell | 9432.T | 100.0000 | 173.6000 | 8.6800 |
| 2026-10-09 | aggressive_trader | sell | 9984.T | 100.0000 | 5,690 | 284.5000 |
| 2026-10-13 | aggressive_trader | buy | 6758.T | 100.0000 | 3,850 | 192.5000 |
| 2026-10-13 | quality_balancer | sell | 9432.T | 100.0000 | 173.0000 | 8.6500 |
| 2026-10-13 | quality_balancer | buy | 6758.T | 100.0000 | 3,850 | 192.5000 |
| 2026-10-14 | patient_holder | sell | 9432.T | 100.0000 | 172.8000 | 8.6400 |
| 2026-10-15 | quality_balancer | sell | 9432.T | 100.0000 | 171.7000 | 8.5850 |
| 2026-10-15 | patient_holder | sell | 9432.T | 100.0000 | 171.7000 | 8.5850 |
| 2026-10-16 | patient_holder | sell | 8306.T | 100.0000 | 3,448 | 172.4000 |
| 2026-10-16 | patient_holder | sell | 9432.T | 100.0000 | 174.1000 | 8.7050 |
| 2026-10-16 | patient_holder | buy | 6758.T | 100.0000 | 3,905 | 195.2500 |
| 2026-10-19 | patient_holder | sell | 9432.T | 100.0000 | 174.3000 | 8.7150 |
| 2026-10-20 | patient_holder | sell | 9432.T | 100.0000 | 175.9000 | 8.7950 |
| 2026-10-21 | quality_balancer | buy | 9432.T | 100.0000 | 176.0000 | 8.8000 |
| 2026-10-21 | patient_holder | sell | 9432.T | 100.0000 | 176.0000 | 8.8000 |
| 2026-10-22 | patient_holder | sell | 9432.T | 100.0000 | 176.3000 | 8.8150 |
| 2026-10-23 | quality_balancer | sell | 9432.T | 100.0000 | 181.1000 | 9.0550 |
| 2026-10-27 | quality_balancer | sell | 9432.T | 100.0000 | 175.0000 | 8.7500 |
| 2026-10-28 | patient_holder | sell | 9432.T | 100.0000 | 173.3000 | 8.6650 |
| 2026-10-29 | quality_balancer | sell | 9432.T | 100.0000 | 171.9000 | 8.5950 |
| 2026-10-30 | aggressive_trader | sell | 9432.T | 800.0000 | 172.7000 | 69.0800 |
| 2026-10-30 | quality_balancer | sell | 9432.T | 100.0000 | 172.7000 | 8.6350 |
| 2026-11-02 | aggressive_trader | buy | 7203.T | 100.0000 | 3,090 | 154.5000 |
| 2026-11-02 | aggressive_trader | buy | 9432.T | 500.0000 | 174.4000 | 43.6000 |
| 2026-11-02 | quality_balancer | buy | 9432.T | 500.0000 | 174.4000 | 43.6000 |
| 2026-11-04 | aggressive_trader | buy | 9432.T | 200.0000 | 172.9000 | 17.2900 |
| 2026-11-05 | aggressive_trader | sell | 9432.T | 1,800 | 166.7000 | 150.0300 |
| 2026-11-05 | quality_balancer | sell | 9432.T | 1,400 | 166.7000 | 116.6900 |
| 2026-11-05 | quality_balancer | buy | 7203.T | 100.0000 | 3,168 | 158.4000 |
| 2026-11-09 | quality_balancer | sell | 7203.T | 100.0000 | 3,396 | 169.8000 |
Latest Decisions
{
"decision_date": "2026-11-06",
"execution_date": "2026-11-09",
"persona": "patient_holder",
"targets": [
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.231,
"reason": "Keep the existing 100-share lot with minimum-lot overweight: positive returns across horizons, intact uptrend and shallow drawdown support the holding thesis."
},
{
"symbol": "9432.T",
"accepted": true,
"target_weight": 0.015949,
"reason": "Keep the small existing lot without adding: positive 60-day and 120-day returns support patience; supplied data do not establish a new thesis break."
}
]
}{
"decision_date": "2026-11-06",
"execution_date": "2026-11-09",
"persona": "quality_balancer",
"targets": [
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.2475,
"reason": "Retain one existing 100-share lot despite minimum-lot overweight: intact uptrend, shallow drawdown and moderate volatility offer the best allowed balance."
},
{
"symbol": "7203.T",
"accepted": true,
"target_weight": 0.0,
"reason": "omitted_exit"
}
]
}{
"decision_date": "2026-11-06",
"execution_date": "2026-11-09",
"persona": "aggressive_trader",
"targets": [
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Keep the existing 100-share lot: strongest allowed score, positive momentum and shallow drawdown justify minimum-lot overweight."
},
{
"symbol": "7203.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Keep the existing 100-share lot: strongest allowed 20-day momentum and intact uptrend justify accepting elevated volatility."
}
]
}{
"decision_date": "2026-11-05",
"execution_date": "2026-11-06",
"persona": "patient_holder",
"targets": [
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.231,
"reason": "Keep existing 100-share oversize minimum lot: positive returns across all horizons, intact uptrend, and zero drawdown preserve the holding thesis."
},
{
"symbol": "9432.T",
"accepted": true,
"target_weight": 0.0163,
"reason": "Keep existing 100 shares without adding: modest recent weakness is tolerable given positive 60- and 120-day returns, lower volatility, and small exposure."
}
]
}{
"decision_date": "2026-11-05",
"execution_date": "2026-11-06",
"persona": "quality_balancer",
"targets": [
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.2475,
"reason": "Retain existing 100-share oversize minimum lot: intact trend, zero drawdown, and lower volatility than Toyota."
},
{
"symbol": "7203.T",
"accepted": true,
"target_weight": 0.2,
"reason": "Retain existing 100-share minimum lot: strong returns and zero drawdown support holding; high volatility warrants a lower target and no addition."
}
]
}{
"decision_date": "2026-11-05",
"execution_date": "2026-11-06",
"persona": "aggressive_trader",
"targets": [
{
"symbol": "7203.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Keep existing 100 shares: strongest allowed short-term momentum, positive medium-term returns, and zero drawdown."
},
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Keep existing 100-share minimum lot despite oversize weight: strong recent momentum and intact uptrend justify continued exposure."
}
]
}{
"decision_date": "2026-11-04",
"execution_date": "2026-11-05",
"persona": "patient_holder",
"targets": [
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.231,
"reason": "Keep the existing 100-share minimum-lot overweight; the uptrend, medium-term gains, and contained drawdown support the holding thesis."
},
{
"symbol": "9432.T",
"accepted": true,
"target_weight": 0.016668,
"reason": "Keep the existing 100 shares without adding: positive 60- and 120-day returns support patience through recent weakness; the dossier does not establish a material thesis break."
}
]
}{
"decision_date": "2026-11-04",
"execution_date": "2026-11-05",
"persona": "quality_balancer",
"targets": [
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.2475,
"reason": "Keep the existing 100-share lot: confirmed uptrend, positive returns across horizons, and contained drawdown justify minimum-lot overweight."
},
{
"symbol": "7203.T",
"accepted": true,
"target_weight": 0.2475,
"reason": "Initiate one affordable 100-share lot: lowest candidate volatility and positive returns across horizons justify permitted minimum-lot overweight while preserving cash."
},
{
"symbol": "9432.T",
"accepted": true,
"target_weight": 0.0,
"reason": "omitted_exit"
}
]
}{
"decision_date": "2026-11-04",
"execution_date": "2026-11-05",
"persona": "aggressive_trader",
"targets": [
{
"symbol": "6758.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Keep the strongest allowed uptrend with positive momentum across all horizons; retain the existing 100-share minimum-lot overweight."
},
{
"symbol": "7203.T",
"accepted": true,
"target_weight": 0.33,
"reason": "Keep the recent rebound: positive 20-day momentum and low volatility support continued exposure despite the absent uptrend."
},
{
"symbol": "9432.T",
"accepted": true,
"target_weight": 0.0,
"reason": "omitted_exit"
}
]
}