SwingMax Portfolio

SwingMax Portfolio bundles SwingMax-driven positions into a curated, continuously-managed model portfolio.

Find it at: /swingmax-portfolio

Available on Pro and Elite plans.

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1. What it is

SwingMax Portfolio is the portfolio-mode version of SwingMax. Instead of giving you a feed of individual signals to evaluate one by one, it maintains a single coherent portfolio — typically capped to a small number of high-conviction positions — that the AI manages on your behalf.

The product targets users who want SwingMax-quality entries without doing the per-signal selection work. The portfolio decides which signals to take, sizes them, holds them, and exits them automatically.

The page is organized into two tabs:

• Portfolio — the live state: latest trades, current holdings, sector allocation.
• Performance — backtest curve, statistics, historical trades.

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2. Signal anatomy

SwingMax Portfolio doesn't expose individual signal entry / target / stop lines the same way SwingMax Signal does. Instead, every position inside the portfolio carries:

Field	What it means
Symbol	The US stock ticker held in the portfolio.
Cost	Entry price for that position.
Price	Current market price.
P&L %	Unrealized return on the position.
Position Weight	What share of total portfolio capital this position holds.
Entry Date	When the position was opened.

Plus a sector allocation chart that shows how the portfolio is balanced across industries.

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3. Strategy logic

The portfolio uses SwingMax's signal universe as its raw input, then adds portfolio-level filtering on top:

• Relative signal strength. Among all SwingMax candidates on a given day, only the strongest signals get into the portfolio.
• Risk filters. Fundamental and liquidity factors that would amplify downside are screened out — some technically-valid SwingMax signals are intentionally skipped.
• Position cap. The portfolio is intentionally held to a small number of concurrent positions (a single-digit cap) so each holding has meaningful influence and the set stays readable.
• Rebalance only when conditions change. Positions are rotated when signal status materially changes — not on a fixed daily schedule — to avoid unnecessary turnover.

The goal is decision reduction: one diversified, risk-managed swing portfolio you can follow as a complete system, instead of a feed where you have to pick.

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4. How to use

There are two normal use modes:

1. Read-only model. Open /swingmax-portfolio to see what the AI is holding, what it just traded, and how the sector mix looks. Use it as a high-quality reference portfolio to inform your own positioning.
2. Copy-trade the portfolio. Click Copy Trade at the top of the page to mirror the portfolio into your connected broker account via Copy Trading. The wizard locks the signal type to SwingMax Portfolio and uses your allocation amount to size positions proportionally. Every future open / close inside the portfolio is mirrored automatically.

Enable notifications on the page so you see when new trades hit and when positions exit.

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5. Backtest / performance

The Performance tab carries the portfolio's backtest and live track record:

• Cumulative return curve, plotted alongside a benchmark for context.
• Aggregate stats — return, win rate, average trade.
• The full Historical Trades list (see section 9) so you can audit every closed position.

warning

Exact performance numbers (return, win rate, drawdown) update continuously as trades close. Always check the in-app Performance tab for the current figures.

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6. Required tier

SwingMax Portfolio is a paid product.

Available on Pro and Elite plans.

warning

Whether the Copy Trade integration unlocks at Pro or only at Elite is being finalized by the product team. Confirm on Subscription tiers before relying on it.

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7. Risk disclosure

SwingMax Portfolio is an AI-managed model portfolio. Past performance and backtested results do not guarantee future returns. The portfolio actively takes positions; you can lose capital, including more than the unrealized P&L visible on a given day during sharp drawdowns. Position caps and risk filters reduce concentration but do not eliminate market, sector, or liquidity risk. If you mirror the portfolio through Copy Trading, you are responsible for the allocation amount you commit and for managing any inherited positions if you stop the copy. Always verify trades with your broker.

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8. Current positions

The Portfolio tab's Current Positions section shows what the model is holding right now. For each holding you see ticker, name, entry cost, current price, P&L %, position weight, and entry date — plus a sector-allocation pie chart that breaks the portfolio down by industry.

You can flip between card view and list view, and sort the list by P&L, Position Size, or Entry Date.

If you are on a tier that doesn't fully unlock the portfolio, some position rows render as locked (ticker hidden) with an upgrade prompt.

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9. Historical trades

The Performance tab's Historical Trades section is the audit tape — every position the portfolio has ever closed, in reverse-chronological order by default.

Columns:

• Symbol — ticker and name, linking to the asset detail page.
• Entry Date — when the trade opened (sortable).
• Entry Price — fill price.
• Position Weight — what share of portfolio capital the trade used.
• Realized Return — final P&L % on the position (sortable).

Use this view to validate the strategy: is the win-rate consistent, are the winners larger than the losers, has the recent regime been kind or harsh to the strategy.