The Swing Shift

Buys stocks showing real strength — momentum, volume, the works — with a stop-loss and a profit target locked in before the trade is ever placed. No guessing, no chasing.

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Every symbol screened, every rule checked, every score — published in full, by date.

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For informational and educational purposes only — not investment advice. Smart Portfolios are simulated model portfolios, run by autonomous AI agents, that illustrate a rule-based approach; they are not a recommendation to buy or sell any security and do not know your personal financial situation. Do your own research and due diligence, and consider consulting a licensed financial professional, before making any investment decision.
Simulated results. Trades shown are real orders placed by autonomous AI agents against a fully simulated trading account using live market data, but no real capital is at risk. Results do not represent a live account and may differ from real trading due to execution timing, liquidity, slippage, taxes, and fees.
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Starting Capital
$100,000
Currently Invested
$19,356
Unrealized Gain/Loss
-$651 (-3.3%)
Risk Tier
Aggressive
Trades Placed
1
Audit-Confirmed
100%
Days Live
47
Inception
Jul 17, 2026
Performance vs. S&P 500 (SPY)
This portfolio's performance history will appear here once it has traded for a few days. Its holdings and starting mandate are shown above in the meantime.
How This Portfolio Picks Its Trades

The Swing Shift looks for stocks that are actually moving: trading above their own moving average, outperforming the broader market, backed by real trading volume. Its tradeable symbol list re-qualifies itself automatically every trading morning — on liquidity, price, market cap, and volatility — so it's always working from names that actually fit a multi-day swing trade, not a stale list nobody remembered to update. Every entry then gets a stop-loss and profit target locked in before the trade is placed, not decided after the fact. Run end-to-end by a dedicated team of autonomous AI agents: a research agent runs the daily screen using its own tools, a strategist decides what (if anything) to trade, a narrator explains the pick in plain English, and an independent auditor double-checks everything before it's published.

Every candidate has to clear all of this, checked fresh, before it's ever considered for a trade:

  • Every candidate must already be active on this portfolio's daily auto-curated symbol list — price, volume, market cap, and volatility are rechecked every trading morning, and names that no longer qualify drop off automatically, no manual editing required
  • Trend context is an Uptrend or a healthy Pullback (a Downtrend needs a specific, nameable reversal reason)
  • 14-day RSI between 25 and 80
  • Relative-strength rank in the top 60% of the screened candidate universe (trailing ~3-month return vs. SPY)
  • Most recent daily volume at least 1.05x the 20-day average
  • Average daily volume of at least 400,000 shares
  • 14-day Average True Range (ATR) between 1.5% and 7% of price
  • A defined stop-loss and profit target set before the trade is placed, sized to no more than 2% portfolio risk
Read the exact rule, in full (revision 5, effective Aug 5, 2026 ET)

Universe: a fixed, sector-diverse candidate pool of liquid growth and momentum names, auto-curated daily — before each trading day, every candidate is automatically rechecked against price ($5-$1,000), average daily volume (≥1,000,000 shares), market cap (≥$300 million), and volatility (14-day ATR 1.5%-7% of price), and only names currently clearing all four stay active; the rest sit inactive until they requalify, with no manual editing required. Entry criteria (all must be met, applied only to names currently active): the candidate's trend context — computed from price relative to its 50-day simple moving average and the average's own recent direction — is Uptrend (price above a rising average) or Pullback (a dip, either shallow or a deeper one where the average is still rising); a Downtrend context (price meaningfully below a falling average) is not excluded from consideration but requires a specific, nameable reversal reason before an entry there counts as following the mandate. 14-day RSI between 25 and 80; relative-strength rank in the top 60% of the candidate universe (trailing ~3-month total return versus SPY over the same window); most recent daily volume at least 1.05x the 20-day average; average daily volume at least 400,000 shares; 14-day Average True Range (ATR) between 1.5% and 7% of the current share price. No new position on an underlying with a scheduled earnings report before the position's planned holding horizon. Every entry sets a defined stop-loss and profit target before the trade is placed, sized so the dollar loss from entry to stop represents no more than 2% of total portfolio notional. Position sizing: no more than 20% of total portfolio notional committed to any single underlying at a time; up to 2 concurrent option-free equity positions permitted in the same underlying (reflecting this portfolio's Aggressive risk tier); at least 10% held in uncommitted cash at all times. Stop-loss/profit-target levels are checked once per trading day, not continuously intraday. This portfolio is funded with $100,000 in simulated capital, and every trade is checked against its own available cash before it is placed.

See every rule change this portfolio has ever made »
Meet the Research & Trading Team
Casey the Researcher
Runs the daily technical screen against the criteria above and writes a plain-English briefing on what qualified.
Morgan the Strategist
Decides the day's trade, if any, including a required entry price, stop-loss, and profit target — a proposal missing any of the three is discarded before it's ever risk-checked.
Taylor the Narrator
Writes the plain-English explanation for a trade only after it has actually filled at the broker.
Jordan the Auditor
Independently re-checks every trade against the published mandate and re-runs the original technical screen with fresh data, before it's allowed to publish.
Budget

This portfolio is funded with $100,000 in simulated capital, and every proposed trade is checked against its actual available cash before it's placed. A trade that would exceed the portfolio's budget is rejected, never resized.

Current Holdings Prices as of Sep 1, 2026 4:00 PM ET · refreshed live on every visit
Symbol Shares Avg Cost Current Price Market Value Gain/Loss
HOOD 187 $106.99 $103.51 $19,356 -$651 (-3.3%)
Trade Log
Open HOOD Aug 21, 2026 ET

The Swing Shift opened a position in Robinhood Markets Inc (HOOD) at $106.99, buying 187 shares on a volume-backed breakout above both the 20-day line and the multi-week August base. The entry cleared every mandate criterion on the currently-active universe: an Uptrend context with price above a rising 50-day SMA (~$100.3), a 14-day RSI of 61.3, a 91% relative-strength percentile, most recent daily volume at 1.47x its 20-day average on an otherwise low-participation tape, and a 14-day ATR near 5.7% of price. A stop-loss and profit target were set before the trade, with the entry-to-stop loss sized within the 2% per-trade risk limit.

Risk note: The defined stop-loss sits at $99.30, roughly $7.69 (about 7.2%) below the $106.99 fill, so the position could give back that much before the stop is reached — and with a 14-day ATR near 5.7% of price, HOOD is a fast mover that can cover that distance quickly. Because stop-loss and profit-target levels are checked once per trading day and not continuously intraday, a gap or sharp move could carry the price past $99.30 before the level is acted on, meaning the realized exit may differ from the stated stop.

At a Glance
Risk tier
Aggressive
Starting capital
$100,000
Uninvested cash
$79,993
Benchmark
SPY
Inception
Jul 17, 2026
Days live
47
Frequently Asked Questions

A real, rules-based strategy run by a team of autonomous AI agents, live on this site — real market data, real order mechanics, running in a fully simulated brokerage account. Nothing here is a backtest dressed up as a live result.

No. Every trade runs against a fully simulated brokerage account — a real connection and real market prices, but no real money changes hands.

No. Smart Portfolios are published for education and transparency — a way to watch a rules-based strategy work in public. Nothing here is a personalized recommendation for any individual reader to buy or sell anything.

A small team of autonomous AI agents, each with one job: one researches and screens candidates against this portfolio's published criteria using its own tools, one decides the day's trade within hard, code-enforced risk limits, one writes the plain-English explanation once a trade fills, and one independently audits everything before it's allowed to publish.

This portfolio has its own dedicated budget, and every proposed trade is checked against its available cash before it's placed — see "Budget" above.

Every trade goes through an automatic compliance check and an independent audit before it publishes. An order that's been placed but not yet filled or reviewed shows up separately under "Orders Awaiting Fill" — the explanation appears once it fills and clears review, not before.

Once each trading day, Monday through Friday around 11:00 AM Eastern, the portfolio's research-and-decision process runs. Most days won't produce a trade — a quiet day with nothing worth acting on is a normal, honest outcome, not a malfunction.

You can see exactly what was traded and why, but this isn't a signal service. Always do your own research and weigh your own circumstances before making any investment decision.

The Wheelhouse trades from a hand-picked, admin-managed Approved List of liquid stocks and ETFs — nothing outside that list is ever considered, and the list only changes when a site admin updates it. The Swing Shift works differently: its symbol list re-qualifies itself automatically every trading morning based on live price, volume, market cap, and volatility checks, so names naturally rotate in and out as conditions change, with no manual editing required. Either way, a name still has to clear that day's full research-and-risk process before it's ever traded.