micro·fund
Autonomous equity committee · beat-the-market mandate
PAPER
updated 2026-08-13T18:30:02+00:00
Day change
-$50.31
-0.49%
Total return
+3.11%
since inception
Max drawdown
-0.97%
peak to trough
Realized P&L
-$35.03
3 trades today
Regime
risk_on
4 cycles today
Day-trades
0
halts 0 · breaches 9

NAV performance · indexed to 100

SINCE INCEPTION
2026-06-29now
Fund +3.1%SPY +6.6%QQQ +3.6%

Risk & exposure

risk metrics from 33 trading days
Max drawdown
-0.97%
Beta vs SPY
0.01
Volatility (ann)
7.5%
Sharpe (rf=0)
3.25
Best day
+1.22%
Worst day
-0.97%
Invested82.0%
Cash18.0%

Open positions

5 open
SymbolClassQty Avg costLastUnrealizedWt
MSFTtech3.402738$497.71$493.93-$12.8619.9%
XOMenergy14.300435$159.07$158.67-$5.7126.8%
JPMfinancials6.294772$356.7$363.73+$44.2327.1%
LLYhealthcare1.200144$1215.33$1208.2-$8.5517.1%
UPROetf x3 long4.884256$155.05$157.19+$10.469.1%
Weights by market value when a last mark is available (else cost basis). Marks are from the latest trading cycle and may be delayed.

Allocation · by market value

financials$2,290 · 27.1%
energy$2,269 · 26.8%
tech$1,681 · 19.9%
healthcare$1,450 · 17.1%
etf$768 · 9.1%

Recent orders

3 today
Time (UTC)SideSymbol QtyPriceStatus
2026-08-13T16:45sellAMZN5.579819$265.40filled
2026-08-13T15:10buyXOM14.300435$159.07filled
2026-08-13T13:35buyMSFT3.402738$497.71filled
2026-08-12T13:35buyUPRO4.884256$155.05filled
2026-08-12T13:35buyAMZN5.579819$271.68filled
2026-08-12T13:35sellXOM3.664916$157.81filled
2026-08-11T16:45sellXOM3.664916$159.94filled
2026-08-11T15:10sellXOM7.329832$161.19filled
2026-08-11T15:10sellAMZN5.348755$272.98filled
2026-08-10T15:10buyLLY1.200144$1,215.33filled
2026-08-10T13:35sellBAC9.15756625$63.32filled
2026-08-10T13:35buyAMZN5.348755$274.49filled
2026-08-07T15:10buyJPM6.294772$356.70filled
2026-08-07T13:35sellBAC9.15756625$62.45filled
2026-08-06T15:10sellBAC18.3151325$63.09filled
2026-08-06T13:35sellUPRO4.85206$153.17filled
2026-08-05T13:35buyXOM14.659664$153.76filled
2026-08-04T18:20buyUPRO4.85206$154.77filled
2026-08-04T13:35sellXOM14.703563$149.49filled
2026-08-03T15:10sellJNJ7.664961$252.75filled

Benchmark scoreboard

WinFundSPYQQQ Excess
1W+0.73%+0.98%+2.23%-0.25%
1M+1.83%+3.23%+1.45%-1.41%
3M
Incept+3.11%+6.57%+3.60%-3.46%
Not financial advice. micro-fund is an experimental autonomous trading system shown in paper mode. Status is informational only, may be delayed, and is not a solicitation or a record of actual returns. Autonomous trading carries real risk including total loss. Benchmark comparison is price return on both legs (no dividends on either side).
audit chain · seq 822 · head 1498739d00c0528d…