FINVIZ Portfolio Dashboard V20 Historical Intelligence

Generated: 2026-09-12 00:26:20 | Screener: ON | Source: screener_url | Screener Updated: 2026-09-12 00:26:19 | Matched: 1

Total value
$50.26
Positions
1
Portfolio score
58
Top position weight
100.00%

Refresh report

BUY_MORE: 0 ACCUMULATE: 0 HOLD: 0 TRIM: 1 REDUCE_OR_SELL: 0
Action Queue What Changed Executive Summary Rebalance Learning Risk Groups Positions Watchlist Expand All Focus View
Health: 38/100 Portfolio: $50.26 Top Weight: 100.00% Buy/Add: 0 Trim/Reduce: 1 Mode: Analyst
V20 Historical Intelligence: ExecutiveAnalystTradingRisk Floating summary Smart position groups Saved workflow filtersWhat ChangedDaily snapshots

Executive shows only daily decisions. Trading focuses the table on buy/trim/reduce execution. Risk focuses on concentration, exposure, and weak positions. Analyst shows everything.

What Changed Today

Change Log Since Last Run

No major change
Portfolio state broadly unchanged.
Stable

Historical Intelligence

Neutral Based on score and concentration changes.

History records365
Run snapshots181
Score 7-run+0
Value 7-run+$0.00
Concentration 7-run+0.00%

Snapshots are saved in reports/history_snapshots/ and daily summaries in reports/daily/.

Today's Action Queue

Today's Actions

1
Trim / Reduce CDNACritical
Score 58 | Weight 100.00% | Impact High
$0.00

Top 5 Opportunities

MGY Watchlist76
BTG Watchlist75
CMCL Watchlist75
HRMY Watchlist75
NUTX Watchlist75

Risk Heatmap

Position Risk
100.00% top holding
Score Risk
Portfolio score 58
Trim Pressure
1 trim candidates
Exit Pressure
0 reduce/sell

Smart Position Groups

Reduce / Sell

No reduce/sell group.

Trim

CDNA 58$0.00

Buy / Accumulate

No buy/add group.

Hold / Monitor

No hold group.

Portfolio Simulation

Current Health
38
After Top Trim
50
After Rebalance
56

Scenario estimate based on concentration reduction and model rebalance completion.

Execution Summary

Critical: CDNA$0.00

Quick Filters

Use these buttons to reduce the 118-position table to the exact decision set.

V15 Executive Summary

58

Portfolio score. Use this as a screening dashboard, not a trade order system.

Score 58 Top Weight 100.00% Positions 1

What Needs Attention First

Portfolio score neutralScore is not yet strong. Add only to highest-conviction names.
Single-stock concentration extremeTop position is 100.00%. Dominates portfolio risk.
Sector concentration highHealthcare is 100.00% of portfolio. Sector drawdown could hit hard.
Sector overweight: HealthcareHealthcare is 100% — 75% above threshold. Consider rotating weakest: CDNA

Immediate Action Plan

Trim / Reduce

Buy / Add

Net cash from model rebalance: $0.00

Total Value Return
-98.18%
7-Run Value Return
+0.00%
Score Change
+0
History Records
365

Scenario Analysis

Trim largest position to target

Reduce CDNA from 100.00% to 1.00%

Releases ~$49.76 and lowers concentration risk.

Reduce top sector to 25%

Reduce Healthcare from 100.00% to 25%

Releases ~$37.70 from concentrated sector.

Execute model rebalance

Follow trim and buy lists

Net cash after plan: $0.00. Planning estimate only.

V12 Learning Portfolio Manager

Morning Briefing

V21 Portfolio health 38/100. Score 58. Top weight 100.00%.

Key Risks

Recommended Actions

Model estimate. Not a guarantee.

Recommendation Accuracy

19.8% overall

237 scored historical recommendations from 5000 stored records.

REDUCE_OR_SELL 18.9% / 5.11%TRIM 20.2% / 3.21%

Factor Attribution

Value>=70 (13)10.94%
Rank>=70 (7)10.84%
Quality>=70 (236)3.79%
Momentum>=70 (236)3.79%
Growth>=70 (0)0.00%

Shows average forward return for prior recommendations where each factor was strong.

Portfolio Forecast

Expected Return Score-40.00
Expected Volatility Score100.00
Forward Risk Score100.00

Model estimate. Uses portfolio score, health, and concentration. Not a prediction.

Portfolio Health

38/100

Combines score, concentration, sector risk, and action distribution.

Strengths

Weaknesses / Alerts

Capital Allocation Engine

Cash From Trims

$0.00

Generated by current trim/reduce plan.

Planned Deployment

$0.00

Allocated to best current add candidates.

Remaining Cash

$0.00

Cash left after model allocation.

Top Buy / Add

Top Trim / Reduce

Largest Risks

Sector Exposure

Healthcare100.00%

Industry Exposure

Diagnostics & Research100.00%

Score Trend

58
7-run: +0 | 30-run: +0
Last 60 runs

Value Trend

$50.26
7-run: +$0.00

Concentration Trend

100.00%
7-run: +0.00%

History Records

60
Stored in reports/history.json

Recommended Rebalance

Trim / Sell

Buy / Add

Cash Math

Released: $0.00

Needed: $0.00

Net cash: $0.00

Benchmark / Performance Snapshot

Portfolio value change since tracking2.78%
SPY/QQQLive benchmark feed — add fetch_benchmark_price() when ready.

V9 tracks alerts, performance, attribution, capital allocation, scenarios, and trade recommendations. External SPY/QQQ comparison can be added later if you configure a benchmark feed.

Recent Trade Journal

SPCXREDUCE_OR_SELL-$122.92
SYFTRIM-$166.88
SSRMREDUCE_OR_SELL-$168.20
BLKBTRIM-$212.46
SPCXREDUCE_OR_SELL-$123.71
SYFTRIM-$165.29
SSRMREDUCE_OR_SELL-$172.44
BLKBREDUCE_OR_SELL-$200.37
SPCXREDUCE_OR_SELL-$123.69
SYFTRIM-$165.08
SSRMREDUCE_OR_SELL-$172.43
BLKBREDUCE_OR_SELL-$200.36
SPCXREDUCE_OR_SELL-$123.19
SYFTRIM-$165.93
SSRMREDUCE_OR_SELL-$172.36
BLKBREDUCE_OR_SELL-$199.50
SPCXREDUCE_OR_SELL-$122.20
SSRMREDUCE_OR_SELL-$171.33
BLKBREDUCE_OR_SELL-$199.54
SPCXREDUCE_OR_SELL-$123.08
SSRMREDUCE_OR_SELL-$171.63
BLKBREDUCE_OR_SELL-$199.53
SPCXREDUCE_OR_SELL-$124.57
SSRMREDUCE_OR_SELL-$171.56
BLKBREDUCE_OR_SELL-$199.96
SPCXREDUCE_OR_SELL-$124.65
SSRMREDUCE_OR_SELL-$173.36
BLKBREDUCE_OR_SELL-$200.02
SPCXREDUCE_OR_SELL-$124.55
SSRMREDUCE_OR_SELL-$171.88
BLKBREDUCE_OR_SELL-$200.20
SPCXREDUCE_OR_SELL-$127.34
SSRMREDUCE_OR_SELL-$172.85
ETORTRIM-$176.03
BLKBREDUCE_OR_SELL-$199.89
SPCXREDUCE_OR_SELL-$128.67
SSRMREDUCE_OR_SELL-$174.66
ETORTRIM-$175.80
BLKBREDUCE_OR_SELL-$198.81
SPCXREDUCE_OR_SELL-$128.62
ETORTRIM-$175.76
BLKBREDUCE_OR_SELL-$199.01
SPCXREDUCE_OR_SELL-$126.30
ETORREDUCE_OR_SELL-$172.49
BLKBTRIM-$205.82
SPCXREDUCE_OR_SELL-$124.82
ETORREDUCE_OR_SELL-$172.50
SSRMREDUCE_OR_SELL-$174.28
BLKBTRIM-$207.68
SPCXREDUCE_OR_SELL-$125.36
SSRMREDUCE_OR_SELL-$171.97
BLKBTRIM-$207.70
SPCXREDUCE_OR_SELL-$125.45
SSRMREDUCE_OR_SELL-$171.97
BLKBTRIM-$207.70
SPCXREDUCE_OR_SELL-$123.91
SSRMREDUCE_OR_SELL-$169.37
SYFTRIM-$177.64
BLKBTRIM-$208.19
SPCXREDUCE_OR_SELL-$123.52

Stored in reports/trades.json

Performance Attribution — Top Contributors

CDNA$3.236.87%

Performance Attribution — Worst Contributors

Top Opportunities Overall

TickerCompanySourceActionScoreSuggested $
MGYMagnolia Oil & Gas CorpWatchlistWATCH76$0.00
BTGB2gold CorpWatchlistWATCH75$0.00
CMCLCaledonia Mining Corp PlcWatchlistWATCH75$0.00
HRMYHarmony Biosciences Holdings IncWatchlistWATCH75$0.00
NUTXNutex Health IncWatchlistWATCH75$0.00
PAMPampa Energia SA ADRWatchlistWATCH75$0.00
PRDOPerdoceo Education CorpWatchlistWATCH75$0.00
SUSuncor Energy IncWatchlistWATCH75$0.00
ARISAris Mining CorpWatchlistWATCH74$0.00
BBarrick Mining CorpWatchlistWATCH74$0.00
BZKanzhun Ltd ADRWatchlistWATCH74$0.00
CHAChagee Holdings Ltd ADRWatchlistWATCH74$0.00
EOGEOG Resources IncWatchlistWATCH74$0.00
FSMFortuna Mining CorpWatchlistWATCH74$0.00
IAGIamgold CorpWatchlistWATCH74$0.00
INSWInternational Seaways IncWatchlistWATCH74$0.00
KYIVKyivstar Group LtdWatchlistWATCH74$0.00
SHIPSeanergy Maritime Holdings CorpWatchlistWATCH74$0.00
SKHYSK Hynix Inc ADRWatchlistWATCH74$0.00
STNGScorpio Tankers IncWatchlistWATCH74$0.00
TGSTransportadora de Gas del Sur ADRWatchlistWATCH74$0.00
VISTVista Energy SAB de CV ADRWatchlistWATCH74$0.00
CVECenovus Energy IncWatchlistWATCH73$0.00
EXELExelixis IncWatchlistWATCH73$0.00
IRSIrsa Inversiones Y Representaciones SA ADRWatchlistWATCH73$0.00

Highest Quality Holdings

CDNACaredx Inc71

Quality uses profitability, margins, ROE/ROA/ROI, and growth durability.

Highest Institutional Rank

CDNATRIM67

Rank = 30% Quality, 25% Growth, 25% Momentum, 20% Value.

Portfolio Decisions

StrongMonitorWeakExit risk
Search and filter are saved in this browser.
TickerCompanySectorActionConvictionScoreRankQualityGrowthValueTrendFundMomentumRiskSharesPriceAvg CostGain %Weight %Target %Suggested $ValueDetails
CDNA Caredx Inc Healthcare TRIM D Trim 58 67 71 50 56 95 59 87 10 1.00 $50.26 $47.03 6.87% 100.00% 1.00% $0.00 $50.26 💡[TRADE] Trim candidate — weight or risk above preferred level. Weight 100.00% → target 1.00%. Risk score low at 10. Above SMA20.

Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Negative operating margin. Profitable business. PEG reasonable. Strong analyst rating. Micro-cap risk. High beta. Oversized trade position.

Top Watchlist Ideas Not Owned

TickerCompanySectorScoreRankQualityGrowthValueTrendFundMomentumRiskPriceMarket CapP/EFwd P/ERSIDetails
MGY Magnolia Oil & Gas Corp Energy 76 80 89 50 94 95 78 87 50 27.75 6575.88 12.16 9.13 58.02 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
BTG B2gold Corp Basic Materials 75 79 89 50 99 85 79 80 50 5.38 7109.08 9.84 5.09 54.31 💡Reasons:
Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
CMCL Caledonia Mining Corp Plc Basic Materials 75 81 89 50 99 95 79 87 40 25.70 496.91 7.63 8.29 64.18 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk. Lower liquidity.
HRMY Harmony Biosciences Holdings Inc Healthcare 75 79 89 50 91 95 77 87 50 41.52 2417.98 13.45 9.70 60.07 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Strong analyst rating. Micro-cap risk.
NUTX Nutex Health Inc Healthcare 75 81 89 50 99 95 79 87 40 200.24 1371.24 7.92 7.18 61.59 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk. Lower liquidity.
PAM Pampa Energia SA ADR Industrials 75 79 83 50 99 95 77 87 50 86.53 4625.89 8.09 7.85 59.57 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
PRDO Perdoceo Education Corp Consumer Defensive 75 79 89 50 89 95 76 87 50 33.02 2066.29 12.00 10.62 50.97 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
SU Suncor Energy Inc Energy 75 79 89 50 91 95 77 87 50 68.83 80505.64 12.69 12.70 60.14 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Strong analyst rating. Micro-cap risk.
ARIS Aris Mining Corp Basic Materials 74 78 89 50 94 85 78 80 50 19.54 4033.06 14.22 6.45 54.30 💡Reasons:
Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
B Barrick Mining Corp Basic Materials 74 78 89 50 94 85 78 80 50 43.68 71892.04 11.24 10.69 50.54 💡Reasons:
Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
BZ Kanzhun Ltd ADR Communication Services 74 78 89 50 94 85 78 80 50 16.44 6467.83 11.64 11.25 49.67 💡Reasons:
Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
CHA Chagee Holdings Ltd ADR Consumer Cyclical 74 78 81 50 99 95 77 87 50 12.24 1536.00 12.10 8.15 62.63 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
EOG EOG Resources Inc Energy 74 78 89 50 87 95 75 87 50 147.36 77294.62 11.46 10.22 54.35 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Micro-cap risk.
FSM Fortuna Mining Corp Basic Materials 74 78 89 50 86 95 75 87 50 11.99 3548.56 10.38 6.93 57.35 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Strong analyst rating. Micro-cap risk.
IAG Iamgold Corp Basic Materials 74 78 89 50 94 85 78 80 50 20.26 11568.46 10.26 8.48 55.89 💡Reasons:
Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
INSW International Seaways Inc Energy 74 78 89 50 86 95 75 87 50 103.65 5133.92 6.62 11.57 62.07 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Strong analyst rating. Micro-cap risk.
KYIV Kyivstar Group Ltd Communication Services 74 78 89 50 99 80 79 77 50 13.61 3142.05 19.88 8.87 49.44 💡Reasons:
Above SMA20. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
SHIP Seanergy Maritime Holdings Corp Industrials 74 81 89 50 99 95 79 87 35 18.41 398.91 6.44 5.80 60.08 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk. Current ratio below 1 — liquidity risk.
SKHY SK Hynix Inc ADR Technology 74 78 89 50 84 95 74 87 50 190.07 1385353.76 12.35 5.58 61.81 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
STNG Scorpio Tankers Inc Energy 74 78 89 50 84 95 74 87 50 84.52 4232.88 5.32 15.18 66.03 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
TGS Transportadora de Gas del Sur ADR Energy 74 78 89 50 99 75 79 74 50 29.66 2061.67 11.36 11.00 53.36 💡Reasons:
Above SMA20. Above SMA50. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
VIST Vista Energy SAB de CV ADR Energy 74 81 89 50 99 95 79 87 35 76.27 8467.50 10.19 8.77 58.90 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Analyst target implies upside. Strong analyst rating. Micro-cap risk. Current ratio below 1 — liquidity risk.
CVE Cenovus Energy Inc Energy 73 77 83 50 91 95 75 87 50 33.11 61062.79 12.77 12.48 61.77 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Strong analyst rating. Micro-cap risk.
EXEL Exelixis Inc Healthcare 73 77 89 50 78 95 72 87 50 56.12 13905.51 17.63 13.62 51.11 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. PEG reasonable. Micro-cap risk.
IRS Irsa Inversiones Y Representaciones SA ADR Real Estate 73 77 89 50 79 95 73 87 50 15.54 1314.84 4.86 59.46 💡Reasons:
Above SMA20. Above SMA50. Above SMA200. Healthy RSI. Strong ROE. Profitable business. Analyst target implies upside. Strong analyst rating. Micro-cap risk.
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Position Details

Action
Conviction
Score / Rank
Suggested
Current Weight
Target Weight

Explanation

Reasons

    This drawer is for review only. It is not financial advice. Confirm all trades manually before execution.