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Portfolio Value
โ€”
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Total Invested (Cost)
โ‚ฌ165,730
purchase cost
Unrealised P&L
โ€”
โ€”
Realised Gains
โ‚ฌ23,757
from closed positions
Dividends Collected
โ‚ฌ5,809
all time
Total Return (Realised)
โ‚ฌ29,566
gains + dividends

Allocation by Category

Portfolio Value History (EoM)

ETF Name Category Shares Cost/Share Last Price Total Cost Market Value P&L P&L % Realised Dividends

Buy signal โ€” triggered when the price has been below both the 20-day and 50-day moving averages for 5 or more consecutive trading days.
Sell signal โ€” triggered when both RSI(15) and Stochastic %K(15) have each exceeded their 95th percentile (200-day rolling) within the last 15 trading days, AND the current price is above both MA20 and MA50.
Price guidance (Buy) โ€” ๐Ÿ”ต below both MA3+MA5 = ideal entry ยท ๐ŸŸข between = ok ยท ๐ŸŸ  above both = wait. (Sell) โ€” ๐Ÿ”ต above both MA3+MA5 = ideal exit ยท ๐Ÿ”ด between = ok ยท ๐ŸŸ  below both = wait. Stochastic = %K (raw), period auto-adjusted for daily vs monthly data. All signals use live daily prices from Yahoo Finance where available, otherwise end-of-month data.

ETF Last Price Buy Condition RSI (15d) / 95p Stochastic %K / 95p Signal Price Guidance (MA3 & MA5)
Date Type ISIN ETF Name Units Price Value (โ‚ฌ)

Shows the last 30 daily closes and calculated RSI(15), Stochastic %K(15) values for any ETF. The %K 95p and RSI 95p columns show the 95th-percentile threshold (derived from the 200-day rolling series) for every row โ€” values highlighted in red are breaching the threshold.

Date Close 15d Low 15d High %K (raw) %K 95p RSI(15) RSI 95p MA20 MA50 Below both?