Decide, not tour the platforms
When the state of a portfolio has to be assembled from several sources, attention goes to assembling, not deciding. Synapticum for an investor shows the portfolio in one summary and keeps the complexity under the hood.
A tool, not a manager
For an investor, Synapticum is a product for everyone: it systematizes the approach beginners lack, and a system easily grows into a strategy.
It does not decide what to invest in and does not assign settings: every investor has their own. We reduce the work to a minimum, but the minimum stays with you: your settings, your reporting forms and your decisions. The solution is standardized, the build is still individual.
Buy and sell zones in technical analysis are set by our proprietary algorithm. It needs no configuration.
Not for the crypto market or highly volatile stocks: those need hard stops, that is the Trader section. The scope is bonds, funds, indices and conservative dividend stocks. Stops here depend on the strategy of the investor, who is responsible for their decisions.
An investor's day
Feed
✓Week✓2 weeks✓Month✓Quarter✓Year✓Date range
AAPL · Apple · 315.3 $ · Outside zones
Technical analysis
Trendon the senior timeframeTrend long
Buy zonebuy zone233.0 - 294.0
Sell zone 1weekly sell zone337.7 - 351.5
Sell zone 2monthly sell zone372.1 - 383.2
Wavefrom the wave minimum to the maximum, log scale2008-12 · 2.79 → 2026-06 · 344.6
Fib 0.382correction level54.80
Fib 0.5correction level31.00
Fib 0.618correction level17.60
Correctioncurrent wave correction0.02 · not for buying
Entriesconservative: −61.8 % from the maximum, Fib 0.382, Fib 0.5131.6 · 54.80 · 31.00
52W range52-week range243.4 - 344.6
Fundamentals
Div yielddividend yield0.32 %
DPSdividend per share per year1.02 $
Div growth 5Ydividend growth per year5.1 %
Payoutshare of earnings paid as dividends14 %
EPSearnings per share7.46 $
P/Eprice to earnings42.3
EBITDA 2025earnings before interest, taxes, depreciation and amortization144.7 bn $
EBITDA growth 5Ygrowth over 5 years+87 %
EVcompany value including debt4.7 tn $
EV/EBITDAhow many EBITDA the company is valued at32.2
Net debt/EBITDAnet debt to EBITDA0.37
Market capmarket capitalization4.6 tn $
Revenueannual revenue-
Revenue growth 5Yrevenue growth over 5 years0 %
Last filinglatest filing2026-07-31
Dividends over 5 years
| Year | DPS | Return |
|---|---|---|
| 2025 | 1.02 $ | 0.38 % |
| 2024 | 0.98 $ | 0.40 % |
| 2023 | 0.94 $ | 0.49 % |
| 2022 | 0.90 $ | 0.69 % |
| 2021 | 0.85 $ | 0.48 % |
Paid in a row14 years
KO · Coca-Cola · 87.55 $ · Outside zones
Technical analysis
Trendon the senior timeframeTrend long
Buy zonebuy zone67.19 - 78.92
Sell zone 1weekly sell zone90.64 - 94.34
Sell zone 2monthly sell zone99.87 - 102.9
Wavefrom the wave minimum to the maximum, log scale2009-01 · 18.72 → 2026-07 · 92.49
Fib 0.382correction level50.24
Fib 0.5correction level41.61
Fib 0.618correction level34.46
Correctioncurrent wave correction0.03 · not for buying
Entriesconservative: −61.8 % from the maximum, Fib 0.382, Fib 0.550.24 · 41.61 · 35.33
52W range52-week range65.35 - 92.49
Fundamentals
Div yielddividend yield2.33 %
DPSdividend per share per year2.04 $
Div growth 5Ydividend growth per year4.5 %
Payoutshare of earnings paid as dividends0 %
EPSearnings per share-
P/Eprice to earnings-
EBITDA 2025earnings before interest, taxes, depreciation and amortization14.8 bn $
EBITDA growth 5Ygrowth over 5 years+41 %
EVcompany value including debt404.0 bn $
EV/EBITDAhow many EBITDA the company is valued at27.3
Net debt/EBITDAnet debt to EBITDA1.84
Market capmarket capitalization376.7 bn $
Revenueannual revenue47.9 bn $
Revenue growth 5Yrevenue growth over 5 years+45 %
Last filinglatest filing2026-04-30
Dividends over 5 years
| Year | DPS | Return |
|---|---|---|
| 2025 | 2.04 $ | 2.95 % |
| 2024 | 1.94 $ | 3.14 % |
| 2023 | 1.84 $ | 3.12 % |
| 2022 | 1.76 $ | 2.77 % |
| 2021 | 1.68 $ | 2.84 % |
Paid in a row19 years
JNJ · Johnson & Johnson · 267.1 $ · Outside zones
Technical analysis
Trendon the senior timeframeTrend long
Buy zonebuy zone194.3 - 227.6
Sell zone 1weekly sell zone275.4 - 286.7
Sell zone 2monthly sell zone310.2 - 321.9
Wavefrom the wave minimum to the maximum, log scale2009-01 · 46.25 → 2026-07 · 281.1
Fib 0.382correction level141.1
Fib 0.5correction level114.0
Fib 0.618correction level92.10
Correctioncurrent wave correction0.03 · not for buying
Entriesconservative: −61.8 % from the maximum, Fib 0.382, Fib 0.5141.1 · 114.0 · 107.4
52W range52-week range174.1 - 281.1
Fundamentals
Div yielddividend yield1.92 %
DPSdividend per share per year5.14 $
Div growth 5Ydividend growth per year0.0 %
Payoutshare of earnings paid as dividends90 %
EPSearnings per share5.70 $
P/Eprice to earnings46.9
EBITDA 2014earnings before interest, taxes, depreciation and amortization25.5 bn $
EBITDA growth 5Ygrowth over 5 years0 %
EVcompany value including debt666.7 bn $
EV/EBITDAhow many EBITDA the company is valued at26.2
Net debt/EBITDAnet debt to EBITDA0.90
Market capmarket capitalization643.6 bn $
Revenueannual revenue-
Revenue growth 5Yrevenue growth over 5 years0 %
Last filinglatest filing2026-07-23
Dividends over 5 years
| Year | DPS | Return |
|---|---|---|
| 2025 | 5.14 $ | 2.48 % |
| 2024 | 4.91 $ | 3.41 % |
| 2023 | 4.70 $ | 3.00 % |
| 2022 | 4.19 $ | 2.37 % |
| 2021 | 3.98 $ | 2.33 % |
Paid in a row5 years
SPX · S&P 500 · 762.4 $ · Outside zones
Technical analysis
Trendon the senior timeframeTrend long
Buy zonebuy zone550.6 - 704.3
Sell zone 1weekly sell zone763.8 - 795.0
Sell zone 2monthly sell zone820.2 - 836.7
Wavefrom the wave minimum to the maximum, log scale1993-02 · 42.81 → 2026-08 · 779.4
Fib 0.382correction level257.3
Fib 0.5correction level182.7
Fib 0.618correction level129.7
Correctioncurrent wave correction0.01 · not for buying
Entriesconservative: −61.8 % from the maximum, Fib 0.382, Fib 0.5297.7 · 257.3 · 182.7
52W range52-week range629.3 - 779.4
GOLD · Gold · 4 423 $ · Buy zone
Technical analysis
Trendon the senior timeframeTrend long
Buy zonebuy zone3 252 - 4 637
Sell zone 1weekly sell zone5 474 - 5 698
Sell zone 2monthly sell zone6 103 - 6 311
Wavefrom the wave minimum to the maximum, log scale2001-02 · 255.0 → 2026-01 · 5 586
Fib 0.382correction level1 718
Fib 0.5correction level1 194
Fib 0.618correction level829.0
Correctioncurrent wave correction0.08 · not for buying
Entriesconservative: −61.8 % from the maximum, Fib 0.382, Fib 0.52 134 · 1 718 · 1 194
52W range52-week range3 688 - 5 586
OIL · Oil · 97.10 $ · Outside zones
Technical analysis
Trendon the senior timeframeTrend long
Buy zonebuy zone79.62 - 87.23
Sell zone 1weekly sell zone117.1 - 121.9
Sell zone 2monthly sell zone137.0 - 144.1
Wavefrom the wave minimum to the maximum, log scale2001-11 · 16.70 → 2008-07 · 147.3
Fib 0.382correction level64.12
Fib 0.5correction level49.59
Fib 0.618correction level38.36
Correctioncurrent wave correction0.19 · not for buying
Entriesconservative: −61.8 % from the maximum, Fib 0.382, Fib 0.564.12 · 56.26 · 49.59
52W range52-week range54.98 - 119.5
Signals are a demo, not investment advice. For investment trades a signal can take months to form.
Portfolio
Portfolio100 000 $
Cash15 000 $ · 15.0 %
Year to date+9.1 %
Index year to date+11.4 %
Max drawdown-12.8 %
Dividends year to date1 180 $
| Asset | Name | Qty | Average | Price | Pricing | Share | Result | Holding | Zone |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | 85.62 | 227.0 | 315.3 | 27 000 $ | 27 % | 7 560 $ · +38.9 % | 19 mo | Outside zones |
| KO | Coca-Cola | 137.06 | 91.93 | 87.55 | 12 000 $ | 12 % | -600 $ · -4.8 % | 11 mo | Outside zones |
| JNJ | Johnson & Johnson | 44.93 | 309.8 | 267.1 | 12 000 $ | 12 % | -1 920 $ · -13.8 % | 26 mo | Outside zones |
| SPX | S&P 500 | 26.23 | 655.7 | 762.4 | 20 000 $ | 20 % | 2 800 $ · +16.3 % | 31 mo | Outside zones |
| GOLD | Gold | 1.81 | 4 689 | 4 423 | 8 000 $ | 8 % | -480 $ · -5.7 % | 3 mo | Buy zone |
| OIL | Oil | 61.79 | 106.8 | 97.10 | 6 000 $ | 6 % | -600 $ · -9.1 % | 7 mo | Outside zones |
Allocation
By class
Stocks51 %
Index20 %
Cash15 %
Commodity14 %
By sector
Technology27 %
Index20 %
Cash15 %
Commodity14 %
Consumer staples12 %
Healthcare12 %
By country
USA71 %
Cash15 %
World14 %
By asset
AAPL27 %
KO12 %
JNJ12 %
SPX20 %
GOLD8 %
OIL6 %
Cash15 %
Return and risk
TWR, year+13.7 %
MWR, year+12.9 %
Index, year+16.2 %
Volatility14.1 %
Beta0.86
Sharpe0.92
Capital gain+6.8 %
Dividend yield+1.2 %
Commissions, % of value0.31 %
Contribution of positions to result
Dividends
Dividend forecast, 12 months838 $
Portfolio dividend yield0.84 %
Yield on cost1.07 %
Jan
22 $Feb
118 $Mar
70 $Apr
22 $May
118 $Jun
70 $Jul
22 $Aug
118 $Sep
70 $Oct
22 $Nov
188 $Dec
Valuation and concentration
P/E of the stock portfolio33.4
EV / EBITDA of the stock portfolio29.6
Largest position27 %
Top three59 %
HHI concentration index1 517
In sell zones0 $
Rebalancing
5/25 rule: drift from the target weight by 5 pp or by 25 % of the target · taxes: USA
Maximum drift12.0 pp
Assets outside the 5/25 band3
Cost of full525 $ · 0.53 %
Cost of partial310 $ · 0.31 %
Verdictpartially
| Asset | Now | Goal | Drift | Action | Tax | Zone |
|---|---|---|---|---|---|---|
| AAPL | 27.0 % | 15 % | +12.0 pp · +80 % | sell 12 000 $ | 504 $ | |
| KO | 12.0 % | 12 % | 0.0 pp · 0 % | |||
| JNJ | 12.0 % | 12 % | 0.0 pp · 0 % | |||
| SPX | 20.0 % | 25 % | -5.0 pp · -20 % | buy 5 000 $ | ||
| GOLD | 8.0 % | 12 % | -4.0 pp · -33 % | buy 4 000 $ | Buy zone | |
| OIL | 6.0 % | 6 % | 0.0 pp · 0 % | |||
| Cash | 15.0 % | 18 % | reserve not set |
Full, to targets · 525 $
- Purchases from cash above the reserve, no sales and no tax: 9 000 $
- Sell AAPL 12 000 $: tax 504 $
- Buy SPX 5 000 $
- Buy GOLD 4 000 $ · asset in the buy zone: bought for balance, not by strategy
Partial, tax-efficient · 310 $
- Sell AAPL 7 000 $ to the band edge 20 %: tax 294 $
- Buy SPX 5 000 $
- Buy GOLD 4 000 $ · asset in the buy zone: bought for balance, not by strategy
Reporting
✓Month✓Quarter✓Half-year✓Year✓Date range✓⚖ Compare with a period2026-012026-09
| Month | Pricing | Return | Index | Drawdown | Dividends | Commissions | Trades | Violations | In zone | Cash | In sell zones |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09 | 129 425 $ | +0.44 % | -1.01 % | 0.0 % | 48 $ | 0.00 $ | 0 | 0 | 0 | 15.1 % | 30.0 % |
| 2026-08 | 128 861 $ | +1.38 % | +3.10 % | 0.0 % | 96 $ | 9.00 $ | 1 | 1 | 0 | 18.1 % | 9.9 % |
| 2026-07 | 127 102 $ | +1.00 % | +0.30 % | 0.0 % | 0 $ | 24.00 $ | 2 | 1 | 1 | 20.2 % | 1.3 % |
| 2026-06 | 125 843 $ | -0.02 % | -1.55 % | -0.0 % | 0 $ | 14.00 $ | 3 | 0 | 1 | 13.7 % | 4.5 % |
| 2026-05 | 125 873 $ | +2.27 % | +4.97 % | 0.0 % | 0 $ | 81.00 $ | 1 | 1 | 1 | 20.0 % | 29.7 % |
| 2026-04 | 123 084 $ | +7.61 % | +9.88 % | 0.0 % | 0 $ | 90.80 $ | 3 | 1 | 2 | 19.6 % | 17.2 % |
| 2026-03 | 114 383 $ | -2.62 % | -4.40 % | -2.6 % | 210 $ | 15.00 $ | 1 | 2 | 1 | 20.7 % | 17.1 % |
| 2026-02 | 117 465 $ | +0.61 % | -0.86 % | 0.0 % | 0 $ | 5.00 $ | 1 | 0 | 0 | 17.4 % | 4.9 % |
| 2026-01 | 116 758 $ | +2.16 % | +1.29 % | 0.0 % | 96 $ | 20.00 $ | 2 | 0 | 0 | 17.5 % | 27.9 % |
| 2025-12 | 114 289 $ | -0.22 % | -0.03 % | -0.2 % | 96 $ | 29.20 $ | 1 | 1 | 0 | 12.9 % | 17.6 % |
| 2025-11 | 114 542 $ | +0.12 % | +0.20 % | 0.0 % | 0 $ | 2.00 $ | 1 | 1 | 0 | 16.8 % | 9.0 % |
| 2025-10 | 114 409 $ | +0.78 % | +1.92 % | 0.0 % | 210 $ | 13.20 $ | 3 | 0 | 2 | 9.9 % | 6.5 % |
| 2025-09 | 113 518 $ | +3.53 % | +3.75 % | 0.0 % | 96 $ | 0.00 $ | 0 | 0 | 0 | 14.2 % | 28.1 % |
| 2025-08 | 109 643 $ | +4.23 % | +3.75 % | 0.0 % | 0 $ | 1.50 $ | 1 | 0 | 0 | 18.0 % | 27.6 % |
| 2025-07 | 105 196 $ | -1.51 % | -0.58 % | -1.5 % | 0 $ | 17.70 $ | 3 | 1 | 1 | 20.1 % | 14.2 % |
| 2025-06 | 106 806 $ | +3.96 % | +6.10 % | 0.0 % | 0 $ | 10.00 $ | 2 | 0 | 0 | 18.6 % | 17.7 % |
| 2025-05 | 102 738 $ | +4.27 % | +3.99 % | 0.0 % | 0 $ | 29.25 $ | 3 | 1 | 1 | 15.3 % | 22.2 % |
| 2025-04 | 98 534 $ | +10.80 % | +12.17 % | -2.7 % | 0 $ | 57.50 $ | 3 | 2 | 1 | 16.9 % | 4.5 % |
| 2025-03 | 88 928 $ | -10.37 % | -14.96 % | -12.2 % | 130 $ | 8.00 $ | 1 | 1 | 0 | 21.9 % | 14.1 % |
| 2025-02 | 99 219 $ | -2.05 % | -1.27 % | -2.0 % | 0 $ | 82.50 $ | 3 | 1 | 1 | 8.2 % | 25.1 % |
| 2025-01 | 101 291 $ | +1.29 % | +1.67 % | 0.0 % | 0 $ | 23.40 $ | 3 | 0 | 1 | 13.2 % | 18.1 % |
When to act
Actions in sample25
Profitable after 3 months20 · 80 %
Best timeSpring · Friday · Midday
Season
Winter8 of 989 %
Spring7 of 7100 %
Summer3 of 650 %
Autumn2 of 367 %
Weekday
Monday6 of 786 %
Tuesday6 of 786 %
Wednesday2 of 367 %
Thursday3 of 560 %
Friday3 of 3100 %
Time of day
Open4 of 580 %
Midday10 of 1283 %
Close6 of 875 %
Discipline audit
Margin fee5
Commission above normal4
Risk per trade too high2
Sale in the buy zone2
Purchase outside the zone with correction below 0.381
Dividend audit
Received for the period982 $
Forecast for 12 months838 $
Forecast completion117 %
Settings
Fundamentals
Dividends: years in a row, minimumexample: 10
Dividend yield, minimum, %example: 2
Payout, maximum, %example: 75
EV / EBITDA, maximumexample: 20
EBITDA growth over 5 years, minimum, %example: 10
No dividends acceptable with a correction from, %example: 50
Technical analysis
Trend timeframe✓W✓M
Wave correction for buying, minimum0.38
Buy zoneW→M
Portfolio
Risk per position, % of portfolioexample: 2
Maximum per asset, %example: 15
Maximum per sector, %example: 30
Cash reserve for opportunities, %example: 20
Rebalancing threshold, pp deviationexample: 5
Calendar rebalancing✓Quarter✓Half-year✓Year
Target weights
AAPLexample: 15
KOexample: 12
JNJexample: 12
SPXexample: 25
GOLDexample: 12
OILexample: 6
Residency
Tax residency✓USA✓ARG
Brokers
Assets
AAPLKOJNJSPXGOLDOIL
Assistant
Review · KO
KO · · Outside zones
Price 87.55 $, buy zone 67.19 - 78.92, wave correction 0.03 - below 0.38, not considered for buying.
Dividends 2.33 %, paid in a row 19 years, growth 4.5 % per year. EV / EBITDA 27.3.
The decision is yours: your settings have no fundamental filter yet, so there is nothing to compare against.
Request analysis
Analysis history
09.09 · 10:12KOreview before adding: buy zone, dividend history
02.09 · 18:40SPXrebalancing: weight above target
25.08 · 09:05OILcorrection below 0.38: not for buying
Tokens
Token balance24.60 $
Spent this month18.40 $
Average review1.30 $
Top up50 $100 $200 $Custom amount
Taxes
Residency✓USA✓ARG
Before tax8 069 $
After tax6 318 $
Tax1 751 $
| Asset | Result before | Result after | Rate | Dividends before | Dividends after | Holding |
|---|---|---|---|---|---|---|
| AAPL | 7 560 $ | 6 426 $ | 15 % | 498 $ | 423 $ | long-term |
| KO | -600 $ | -600 $ | 24 % | 221 $ | 188 $ | short-term |
| JNJ | -1 920 $ | -1 920 $ | 15 % | 221 $ | 188 $ | long-term |
| SPX | 2 800 $ | 2 380 $ | 15 % | 369 $ | 313 $ | long-term |
| GOLD | -480 $ | -480 $ | 24 % | 0 $ | 0 $ | short-term |
| OIL | -600 $ | -600 $ | 24 % | 0 $ | 0 $ | short-term |
Recommendations
No discrepancies requiring action.
Before tax8 069 $
After tax6 122 $
Tax1 947 $
| Asset | Result before | Result after | Rate | Dividends before | Dividends after | Holding |
|---|---|---|---|---|---|---|
| AAPL | 7 560 $ | 6 426 $ | 15 % | 498 $ | 348 $ | long-term |
| KO | -600 $ | -600 $ | 15 % | 221 $ | 155 $ | long-term |
| JNJ | -1 920 $ | -1 920 $ | 15 % | 221 $ | 155 $ | long-term |
| SPX | 2 800 $ | 2 380 $ | 15 % | 369 $ | 258 $ | long-term |
| GOLD | -480 $ | -480 $ | 15 % | 0 $ | 0 $ | long-term |
| OIL | -600 $ | -600 $ | 15 % | 0 $ | 0 $ | long-term |
Recommendations
AAPLdividend withholding 30 %: form W-8BEN lowers it to 15 %, difference 75 $
KOdividend withholding 30 %: form W-8BEN lowers it to 15 %, difference 33 $
JNJdividend withholding 30 %: form W-8BEN lowers it to 15 %, difference 33 $
SPXdividend withholding 30 %: form W-8BEN lowers it to 15 %, difference 55 $
Operations registry
| Date | Operation | Asset | Price | Amount | Comment |
|---|---|---|---|---|---|
| 2026-09-03 | Dividend | SPX | 48 $ | dividend received | |
| 2026-08-26 | Deposit | 10 000 $ | |||
| 2026-08-18 | Dividend | SPX | 96 $ | dividend received | |
| 2026-08-10 | Sell | GOLD | 4 592 | 9 000 $commission 9.00 $ | sale in the buy zone |
| 2026-07-23 | Sell | OIL | 103.9 | 3 000 $commission 6.00 $ | |
| 2026-07-13 | Margin fee | 6 $ | margin fee | ||
| 2026-07-06 | Buy | SPX | 586.6 | 8 000 $commission 12.00 $ | entry in the buy zone |
| 2026-06-22 | Buy | JNJ | 222.2 | 6 000 $commission 9.00 $ | entry in the buy zone |
| 2026-06-12 | Sell | OIL | 106.6 | 2 500 $commission 2.00 $ | |
| 2026-06-01 | Sell | SPX | 752.9 | 1 500 $commission 3.00 $ | |
| 2026-05-20 | Tax | 160 $ | |||
| 2026-05-06 | Buy | JNJ | 222.4 | 9 000 $commission 81.00 $ | commission 0.9 % of the trade · entry in the buy zone |
| 2026-04-29 | Buy | OIL | 64.42 | 9 000 $commission 81.00 $ | commission 0.9 % of the trade |
| 2026-04-15 | Buy | OIL | 80.72 | 6 000 $commission 4.80 $ | entry in the buy zone |
| 2026-04-07 | Buy | AAPL | 285.7 | 5 000 $commission 5.00 $ | entry in the buy zone |
| 2026-03-25 | Margin fee | 9 $ | margin fee | ||
| 2026-03-13 | Buy | AAPL | 236.2 | 12 000 $commission 6.00 $ | trade 12 % of the portfolio: risk too high · entry in the buy zone |
| 2026-03-04 | Dividend | JNJ | 210 $ | dividend received | |
| 2026-02-17 | Tax | 85 $ | |||
| 2026-02-03 | Sell | AAPL | 334.1 | 5 000 $commission 5.00 $ | |
| 2026-01-23 | Dividend | JNJ | 96 $ | dividend received | |
| 2026-01-16 | Sell | OIL | 96.62 | 8 000 $commission 8.00 $ | |
| 2026-01-07 | Buy | GOLD | 3 159 | 6 000 $commission 12.00 $ | |
| 2025-12-25 | Tax | 40 $ | |||
| 2025-12-17 | Margin fee | 22 $ | margin fee | ||
| 2025-12-09 | Dividend | AAPL | 96 $ | dividend received | |
| 2025-12-01 | Sell | SPX | 781.3 | 9 000 $commission 7.20 $ | sale from the sell zone |
| 2025-11-18 | Tax | 85 $ | |||
| 2025-11-10 | Sell | GOLD | 4 254 | 2 500 $commission 2.00 $ | sale in the buy zone |
| 2025-10-31 | Deposit | 10 000 $ | |||
| 2025-10-27 | Dividend | SPX | 210 $ | dividend received | |
| 2025-10-16 | Buy | AAPL | 253.8 | 6 000 $commission 3.00 $ | entry in the buy zone |
| 2025-10-10 | Buy | GOLD | 3 820 | 9 000 $commission 7.20 $ | entry in the buy zone |
| 2025-10-06 | Buy | GOLD | 2 969 | 1 500 $commission 3.00 $ | |
| 2025-09-09 | Dividend | KO | 96 $ | dividend received | |
| 2025-08-28 | Sell | SPX | 758.5 | 1 500 $commission 1.50 $ | |
| 2025-08-20 | Tax | 40 $ | |||
| 2025-08-13 | Deposit | 5 000 $ | |||
| 2025-07-28 | Sell | JNJ | 275.8 | 2 500 $commission 2.50 $ | sale from the sell zone |
| 2025-07-15 | Buy | GOLD | 4 282 | 4 000 $commission 8.00 $ | entry in the buy zone |
| 2025-07-08 | Buy | OIL | 93.61 | 9 000 $commission 7.20 $ | purchase outside the zone with correction below 0.38 |
| 2025-06-26 | Buy | OIL | 68.88 | 4 000 $commission 4.00 $ | |
| 2025-06-16 | Sell | JNJ | 279.7 | 3 000 $commission 6.00 $ | sale from the sell zone |
| 2025-05-27 | Buy | GOLD | 3 385 | 5 000 $commission 10.00 $ | entry in the buy zone |
| 2025-05-13 | Sell | GOLD | 4 644 | 2 500 $commission 1.25 $ | |
| 2025-05-07 | Sell | KO | 84.05 | 12 000 $commission 18.00 $ | trade 12 % of the portfolio: risk too high |
| 2025-04-29 | Margin fee | 22 $ | margin fee | ||
| 2025-04-15 | Buy | SPX | 697.6 | 3 000 $commission 27.00 $ | commission 0.9 % of the trade · entry in the buy zone |
| 2025-04-11 | Sell | AAPL | 345.3 | 2 500 $commission 2.50 $ | sale from the sell zone |
| 2025-04-03 | Sell | AAPL | 327.7 | 4 000 $commission 6.00 $ | |
| 2025-03-24 | Buy | OIL | 64.10 | 4 000 $commission 2.00 $ | |
| 2025-03-12 | Dividend | AAPL | 130 $ | dividend received | |
| 2025-03-07 | Margin fee | 6 $ | margin fee | ||
| 2025-02-26 | Buy | SPX | 662.9 | 8 000 $commission 72.00 $ | commission 0.9 % of the trade · entry in the buy zone |
| 2025-02-18 | Sell | GOLD | 4 768 | 9 000 $commission 9.00 $ | |
| 2025-02-04 | Buy | GOLD | 3 009 | 1 500 $commission 1.50 $ | |
| 2025-01-22 | Buy | GOLD | 4 065 | 1 500 $commission 3.00 $ | entry in the buy zone |
| 2025-01-16 | Sell | OIL | 101.6 | 3 000 $commission 2.40 $ | |
| 2025-01-06 | Sell | GOLD | 4 777 | 9 000 $commission 18.00 $ |
Let's start with your day
The start is a questionnaire and an application, a few minutes. Then a conversation, a brief and a proposal for your processes. Process map and assembly - after payment.
Review my processes