Keep a trading journal that actually teaches you something. Log each trade with its setup, thesis, emotions, plan adherence, and mistakes in a CSV, then get a weekly review that finds what is working and what is leaking money by setup, time of day, holding period, emotion, and plan adherence. Not financial advice.
Work out how many shares to buy before you click. Fixed-fractional, ATR (volatility) based, and capped fractional-Kelly sizing, plus a portfolio heat check that totals the risk across open positions and tells you if a new trade fits. Not financial advice.
Backtest a trading idea on an OHLCV CSV with honest assumptions: next-bar fills, slippage, commission, no look-ahead. Built-in SMA crossover, RSI mean reversion, and buy-and-hold, plus a one-file plug-in format for your own strategies. Writes equity curve and trades CSVs and metrics (CAGR, volatility, Sharpe, Sortino, max drawdown, win rate, exposure). Not financial advice.
Explain why a portfolio beat or lagged its benchmark. Brinson-Fachler allocation, selection, and interaction effects by sector and period, Carino-linked across periods so they add up exactly, plus a plain-English summary. Works offline from a CSV. Not financial advice.
Talk to Alpaca from Claude Code: account, positions, orders (list, place, cancel), latest quote, and historical bars to CSV, using Node's built-in fetch. Paper trading by default. Live orders need ALPACA_LIVE=1 plus your yes in chat for each order. Not financial advice.
