Model Portfolio

Model portfolioNo orders sent

Equal- or score-weighted construction over the top names in the current ranking, using the weights and portfolio options saved in Settings. This page has no order controls and no broker connection of any kind.

Universe N/A · scored N/A

Ranking generated N/A

MODEL PORTFOLIO — NO ORDERS SENT

Positions shown are model output only. This application never transmits an order to IBKR or to any broker.

RESEARCH MODEL — NOT INVESTMENT ADVICE

Deterministic ranking output from public SEC XBRL filings and IBKR prices. For research and education only. Nothing here is a recommendation to buy or sell any security.

Positions

0 / 10

0 eligible names

Weighting

Equal

Cap 20% per name

Rebalance

Quarterly

Next: computing…

Model capital

$100,000

From Settings

Allocated

N/A

No positions to allocate

Unallocated cash

N/A

No positions to allocate

Target positions

Top 10 by overall model score · equal weight · position cap 20%

Model portfolio

Implied shares are whole units affordable at the shown price: floor(target value / price). A position with no real price shows N/A shares — no price is ever invented.

What would change at the next rebalance

Quarterly schedule

No held snapshot has been recorded, so there is nothing to diff against. Every target name below is shown as a new position. Press Record as held to store the current target list locally in this browser; the next time the ranking moves, this panel shows the exact entries, exits and weight drift. Nothing is sent anywhere.

Membership is recomputed from the ranking on the rebalance date itself. This preview applies today's ranking to the schedule; it is not a forecast and it produces no orders.

Next in line

Ranked 1 and below — first to enter if a holding slips

Closest to the cut

Weakest current holdings — first to be replaced

Establishment cost estimate

Transaction costs are never treated as zero — these are the assumptions actually applied

Commission model

$0.0050 per share

From Settings

Slippage

5.00 bps

Applied to notional

Estimated commission

N/A

Across 0 priced position(s)

Estimated slippage

N/A

All positions included

One-way estimate for building the portfolio from cash at the prices shown above. It is not a quote, not a fill, and not an order. Positions without a real price contribute nothing to the estimate and are counted separately rather than assumed free.