/ MY PRIVATE DESK · PORTFOLIOS · WIN/LOSS JOURNAL · BROKER SYNC
Personal Portfolios, Allocation Pie, Trade Journal & Critique Desk
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Portfolios:
Win/Loss Journal:
Watchlist:
Last Brokerage Sync: 2026-10-24 09:30 ET
/ 01 · CUSTOM PORTFOLIOS & LIVE ALLOCATION PIE
My Portfolios (Equities, Bonds/Treasuries, Energy, Crypto & Cash)
Core AI, Energy & Treasury Sleeve
Multi-Asset Start Date: 2026-08-03 🔒 PrivatePersonal multi-asset barbell combining high-conviction AI/power compounders with short-duration T-Bills.
EOD Return (Since 2026-08-03)
+4.74%
vs S&P 500 (SPY) Alpha
+4.19% (SPY +0.55%)
Going-Forward 1D / 1M
+0.45% · +2.07%
Trailing 1Y Composite
+6.3%
/
Core AI, Energy & Treasury Sleeve Allocation
6 positions · 100%Interactive Holding & Sector/Asset-Class Breakdown
Top weight: NVDA (22.0%)
· Lead sleeve: Fixed Income / Bonds (30.0%)
/ 02 · 1-CLICK READ-ONLY BROKERAGE & CRYPTO SYNC
Sync Holdings, Allocation Pie & Watchlist from Your Broker
Read-only position import — Coteau never places orders or touches cash. Clicking any connector below imports its holdings into a live Allocation Pie chart above.
Webull
OAuth / Read-Only Sync
Sync equity & options positions, closed P&L, and watchlists
Robinhood
1-Click Read-Only
Import stock, ETF, options & crypto holdings
Charles Schwab / thinkorswim
API / CSV Sync
Sync core equity, Treasury bond ladder & thinkorswim trades
Fidelity Investments
Position Sync
Import tax-advantaged & brokerage sleeves
Interactive Brokers (IBKR)
Flex Query Sync
Multi-asset equities, futures, and international holdings
Coinbase Advanced
Crypto Read-Only
Sync spot BTC, ETH, SOL and USDC yield balances
/ 03 · WIN/LOSS TRADE JOURNAL & AUTOMATED CRITIQUE ENGINE
My Logged Wins & Losses (4 Trades)
Win Rate
75.0%
3W / 1L
Profit Factor
5.02x
Gross W / Gross L
Expectancy (R)
+1.22R
Per trade edge
Avg Win vs Avg Loss
+6.21% / -4.05%
Net Logged P&L
+$1029.00
⚡ AUTOMATED POST-TRADE SYSTEMATIC CRITIQUE
- ✓ Strong Edge Discipline: 75.0% win rate with +1.22R expectancy per trade and 5.02x profit factor.
- ✓ 1R Risk Containment: Zero trades breached the -1.35R maximum loss guardrail. Losses were cut cleanly at pre-defined stops.
- ℹ Educational systematic trade diagnostics only — not individualized investment advice.
| Date | Ticker | Side | Setup & Notes | Entry / Exit | Return % | R-Mult | Outcome | Actions (1-Tap) |
|---|---|---|---|---|---|---|---|---|
| 2026-10-21 | NVDA | LONG | Stage-2 Pocket Pivot Entered on volume expansion above 21-EMA; scaled out at +2R. |
$134.20 → $143.60 | +7.00% | +2.00R | WIN | |
| 2026-10-17 | CEG | LONG | 8-K PPA Catalyst Breakout Data-center nuclear power contract filing; trailed stop under 10-EMA. |
$248.00 → $269.40 | +8.63% | +2.14R | WIN | |
| 2026-10-11 | AMD | LONG | Pullback to 50-DMA Honored hard pre-trade 1R stop when semis faded post-event. |
$158.00 → $151.60 | -4.05% | -1.00R | LOSS | |
| 2026-10-03 | TLT | LONG | Macro Duration Hedge Treasury sleeve hedge balanced equity beta. |
$93.40 → $96.20 | +3.00% | +1.75R | WIN |
/ 04 · COTEAU SYSTEMATIC MODEL & PORTFOLIO WIN-RATE BENCHMARK
Coteau Model Rebalance & Closed-Trade Audit (66.7% Win Rate · 5.1x Profit Factor)
| Date | Ticker | Model / Book | Entry → Exit | Return | R-Mult | Outcome | Systematic Rule Note |
|---|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | Quality Growth | $118.40 → $136.90 | +15.63% | +2.4R | WIN | Held through AI datacenter capex revision; partial trim at upper channel. |
| 2026-10-12 | CEG | Momentum Top 15 | $224.00 → $258.50 | +15.40% | +2.2R | WIN | Hyperscale nuclear PPA breakout on 3.1x relative volume. |
| 2026-10-04 | ANET | Coteau Long Book | $352.00 → $394.20 | +11.99% | +1.9R | WIN | Ethernet AI backplane demand; rebalanced at target weight. |
| 2026-09-27 | SMCI | Momentum Blend | $48.20 → $44.10 | -8.51% | -1.0R | LOSS | Systematic 50-DMA & trend filter stop triggered cleanly at -1.0R. |
| 2026-09-19 | VST | New Highs Growth | $92.50 → $114.80 | +24.11% | +3.1R | WIN | Stage-2 base breakout held until monthly rebalance. |
| 2026-09-09 | CRWD | Quality Growth | $274.00 → $261.30 | -4.64% | -0.7R | LOSS | Exited on relative-strength rank drop below #25 threshold. |
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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026