coteau ARQ.
/ MY PRIVATE DESK · PORTFOLIOS · WIN/LOSS JOURNAL · BROKER SYNC

Personal Portfolios, Allocation Pie, Trade Journal & Critique Desk

Signed in as Demo Member Preview · Switch any portfolio, trade log, or watchlist between 🔒 Private and 🌐 Public (`/members`), ask for a critique, or delete anything in 1 tap.

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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 🔒 Private

Personal 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

NVDA (Nvidia): 22.00% MSFT (Microsoft): 18.00% CEG (Constellation Energy): 16.00% SGOV (iShares 0-3 Month Treasury Bond ETF): 15.00% TLT (iShares 20+ Year Treasury Bond ETF): 15.00% XOM (ExxonMobil): 14.00% Fixed Income / Bonds: 30.00% Tech & AI Semis: 22.00% Cloud & Enterprise AI: 18.00% Energy & Power: 16.00% Integrated Energy: 14.00% 100% 6 POSITIONS
Top weight: NVDA (22.0%) · Lead sleeve: Fixed Income / Bonds (30.0%)
Tech & AI Semis
22.0%
Cloud & Enterprise AI
18.0%
CEG
Energy & Power
16.0%
Fixed Income / Bonds
15.0%
TLT
Fixed Income / Bonds
15.0%
XOM
Integrated Energy
14.0%
Fixed Income / Bonds
2 holdings: SGOV, TLT
30.0%
Tech & AI Semis
1 holding: NVDA
22.0%
Cloud & Enterprise AI
1 holding: MSFT
18.0%
Energy & Power
1 holding: CEG
16.0%
Integrated Energy
1 holding: XOM
14.0%
/ 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.
DateTickerSideSetup & 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)

DateTickerModel / BookEntry → ExitReturnR-MultOutcomeSystematic 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