Wires·
Standing by — next sweep in ~3 min.
Markets
Dow+0.90%Russell 2000-0.62%Nasdaq+2.37%S&P 500+1.59%VXX-3.97%IEF-0.05%GLD-1.20%SLV-1.09%USO+1.92%UUP-0.28%Dow+0.90%Russell 2000-0.62%Nasdaq+2.37%S&P 500+1.59%VXX-3.97%IEF-0.05%GLD-1.20%SLV-1.09%USO+1.92%UUP-0.28%
No. I · Vol. I
Monday, June 29, 2026

Agent 2 — Adaptive

BULL + BEAR
HEALTHY

Same Weinstein engine as Agent 1, but the methodology evolves weekly via automated self-review. v2 adds 10% trailing stop on highest close + 3-tier ratchet (+20% → stop to breakeven, +40% → +20%, +60% → +35%). MA-break and hard stop kept as final flushes.

Starts with the exact same rules as Agent I (the Immutable trader): same Weinstein setups, same -15% stop, same 30-week-MA-break rule, same 365-day time stop. The twist: it keeps a detailed journal of every decision, including what the market was doing, what the news said, what the technical signals showed. Each week it can propose changes to its own rules based on what worked and what didn't. The real experiment is the race against Agent I — does an agent that learns from its own mistakes do better than one that's frozen in place? Or does over-tinkering ruin a perfectly good system? At day 365 we compare the two side by side. v3 methodology adds pyramiding here too, on the same +10% rule as Agent I.

CUMULATIVE GAIN · 2026-05-12 → 2026-06-29 (live)−$2K+$2K+$5K+$8KBreak-even · $0+$4KMay 12May 28Jun 13Jun 29
ADAPTIVE
$104,217
+$4,217 (+4.22%)
since inception · on $100,000 allotted
Deployed capital
$72,488
72.5% of allotted in positions
Back to homeConnecting…
Today
Δ Equity
+$326.09
Δ %
+0.31%
Decisions
0
0 acted
Closed today
0

Scorecard

Head to head

Weekly self-review vs. frozen baseline

Adaptive leads by +5.99 pts
Adaptive
This page
Agent 2 — Adaptive
+4.22%
48 days running
Frozen
Agent 1 — Immutable
−1.77%
48 days running

Open Positions

(6)

Every open position with the thesis logged at entry.

  • ETSYEtsy Inc.longopened Jun 17, 2026stop $61.91
    137 sh × $72.83 ($9,978 cost)$79.45$10,884+$906.25+9.08%
  • ILMNIllumina Inclongopened Jun 10, 2026stop $138.05
    91 sh × $167.94 ($15,282 cost)$178.43$16,237+$955.02+6.25%
  • CTSHCognizant Technologyshortopened May 29, 2026stop $64.11
    179 sh × $55.75 ($9,979 cost)$39.19$7,015+$2,964.24+29.70%
  • PDDPDD Holdingsshortopened May 29, 2026stop $97.14
    118 sh × $84.47 ($9,967 cost)$75.89$8,955+$1,012.44+10.16%
  • METAMeta Platforms Inc.shortopened May 12, 2026stop $688.52
    16 sh × $598.71 ($9,579 cost)$564.70$9,035+$544.16+5.68%
  • NFLXNetflix Incshortopened May 12, 2026stop $98.24
    117 sh × $85.43 ($9,995 cost)$74.11$8,670+$1,325.03+13.26%
open · 6 equity positionscost $64,781$60,797unrealized$3,984.596.15%
realized + unrealized = total p/l−$3,489.78+−$3,984.59=−$7,474.37

Closed Positions

(12)

Every position this agent has closed, win or lose. Click any to see why it was opened and closed.

TickerSideInOutHold$ P/L% P/L

How this agent thinks

Plain English. Skip the jargon, read this first.

Starts with the exact same rules as Agent I (the Immutable trader): same Weinstein setups, same -15% stop, same 30-week-MA-break rule, same 365-day time stop. The twist: it keeps a detailed journal of every decision, including what the market was doing, what the news said, what the technical signals showed. Each week it can propose changes to its own rules based on what worked and what didn't. The real experiment is the race against Agent I — does an agent that learns from its own mistakes do better than one that's frozen in place? Or does over-tinkering ruin a perfectly good system? At day 365 we compare the two side by side. v3 methodology adds pyramiding here too, on the same +10% rule as Agent I.

Universe: NASDAQ-listed, same filter as Agent I · Capital: $100,000

Prompt performance

Closed-position stats broken out by the prompt version that authored each buy.

PromptTradesW / L / SWin rateAvg P/L %Total P/LAvg holdWindow
unknown122 / 10 / 016.7%-3.26%-$3,49017.1dMay 11, 2026 → Jun 24, 2026

Recent activity

(24)

What the agent has been looking at and what it's done about it.

  1. MNSTENTRYJun 26, 5:04 PM

    [not executed — reserve_floor_or_cash] Stage 2: close $96.38 > MA150 $79.99 (+20.5%), MA rising, 1.5% off 52w high, vol 2.25× avg

  2. BIIBENTRYJun 26, 5:04 PM

    [not executed — reserve_floor_or_cash] Stage 2: close $216.03 > MA150 $185.20 (+16.6%), MA rising, 0.9% off 52w high, vol 1.97× avg

  3. ADSKCONSIDEREDJun 26, 5:04 PM

    Stage 4: close $196.26 < MA150 $251.81 (-22.1%), MA falling, 40.4% off 52w high, vol 2.14× avg

  4. MSFTCONSIDEREDJun 26, 5:04 PM

    Stage 4: close $372.97 < MA150 $425.87 (-12.4%), MA falling, 32.9% off 52w high, vol 4.20× avg

  5. VRTXCONSIDEREDJun 26, 5:04 PM

    Stage 2: close $491.34 > MA150 $452.31 (+8.6%), MA rising, 3.3% off 52w high, vol 3.90× avg

  6. CSCOCONSIDEREDJun 26, 5:04 PM

    Stage 2: close $113.77 > MA150 $88.49 (+28.6%), MA rising, 12.7% off 52w high, vol 1.96× avg

  7. KDPCONSIDEREDJun 26, 5:04 PM

    Stage 2: close $33.40 > MA150 $28.46 (+17.4%), MA rising, 7.1% off 52w high, vol 3.69× avg

  8. CSXCONSIDEREDJun 26, 5:04 PM

    Stage 2: close $47.66 > MA150 $40.92 (+16.5%), MA rising, 0.8% off 52w high, vol 1.47× avg

  9. ABNBCONSIDEREDJun 26, 5:04 PM

    Stage 2: close $145.56 > MA150 $131.76 (+10.5%), MA rising, 1.4% off 52w high, vol 1.49× avg

  10. ASMLCONSIDEREDJun 26, 5:04 PM

    Stage 2: close $1794.62 > MA150 $1395.49 (+28.6%), MA rising, 8.4% off 52w high, vol 1.35× avg

  11. AEPCONSIDEREDJun 26, 5:04 PM

    Stage 2: close $138.69 > MA150 $126.20 (+9.9%), MA rising, 0.5% off 52w high, vol 1.39× avg

  12. JDCONSIDEREDJun 26, 5:04 PM

    Stage 4: close $25.39 < MA150 $28.99 (-12.4%), MA falling, 31.1% off 52w high, vol 1.57× avg

  13. ILMNACTEDJun 25, 8:31 AM

    Pyramid add-on fired at +10.32% unrealized. Added 30 sh @ $179.17 ($5375.10). Position now 91 sh @ weighted avg $167.94.

  14. MNSTENTRYJun 24, 5:01 PM

    [not executed — reserve_floor_or_cash] Stage 2: close $94.70 > MA150 $79.67 (+18.9%), MA rising, 1.1% off 52w high, vol 0.52× avg

  15. CSCOENTRYJun 24, 5:01 PM

    [not executed — reserve_floor_or_cash] Stage 2: close $119.65 > MA150 $87.97 (+36.0%), MA rising, 8.2% off 52w high, vol 0.49× avg

  16. ADBECONSIDEREDJun 24, 5:01 PM

    Stage 4: close $196.51 < MA150 $275.17 (-28.6%), MA falling, 49.9% off 52w high, vol 0.68× avg

  17. TXNCONSIDEREDJun 24, 5:01 PM

    Stage 2: close $303.26 > MA150 $224.78 (+34.9%), MA rising, 9.2% off 52w high, vol 0.56× avg

  18. FITBCONSIDEREDJun 24, 5:01 PM

    Stage 2: close $55.03 > MA150 $48.90 (+12.5%), MA rising, 0.7% off 52w high, vol 0.57× avg

  19. JDCONSIDEREDJun 24, 5:01 PM

    Stage 4: close $25.45 < MA150 $29.05 (-12.4%), MA falling, 30.9% off 52w high, vol 1.25× avg

  20. ADSKCONSIDEREDJun 24, 5:01 PM

    Stage 4: close $192.56 < MA150 $253.13 (-23.9%), MA falling, 41.5% off 52w high, vol 0.62× avg

  21. BIDUCONSIDEREDJun 24, 5:01 PM

    Stage 4: close $107.81 < MA150 $128.50 (-16.1%), MA falling, 34.8% off 52w high, vol 0.57× avg

  22. ROKUCONSIDEREDJun 24, 5:01 PM

    Stage 2: close $135.96 > MA150 $107.60 (+26.4%), MA rising, 8.7% off 52w high, vol 0.79× avg

  23. ABNBCONSIDEREDJun 24, 5:01 PM

    Stage 2: close $144.45 > MA150 $131.40 (+9.9%), MA rising, 1.9% off 52w high, vol 0.87× avg

  24. NTRSCONSIDEREDJun 24, 5:01 PM

    Stage 2: close $173.93 > MA150 $149.67 (+16.2%), MA rising, 2.2% off 52w high, vol 0.55× avg

Watching

(0)

Names this agent is tracking but hasn't entered.

Nothing on the watchlist right now.

Relevant news

(30)

Recent headlines on tickers this agent holds, watches, or has evaluated.

  1. Jun 29, 12:57 PMCMCSAvia finnhub

    Why Comcast Stock Popped Today

  2. Jun 29, 12:57 PMAAPLvia finnhub

    STMicro Rises on Barclays Upgrade

  3. Jun 29, 12:54 PMCMCSAvia finnhub

    Comcast Jumps 20% on NBCUniversal-Sky Spinoff Plan

  4. Jun 29, 12:54 PMNVDAvia finnhub

    Palantir and Nvidia Bring Open AI Models Inside U.S. Government Systems

  5. Jun 29, 12:53 PMAAPLvia finnhub

    Apple Eyes China Memory Option

  6. Jun 29, 12:52 PMNVDAvia finnhub

    This Little-Known Company Sinks After Securing $11 Million in Nvidia Blackwell AI Servers

  7. Jun 29, 12:49 PMAVGOvia finnhub

    Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

  8. Jun 29, 12:49 PMNVDAvia finnhub

    Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

  9. Jun 29, 12:49 PMGOOGLvia finnhub

    Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

  10. Jun 29, 12:48 PMGOOGLvia finnhub

    Alphabet shares jump after joining Dow Jones Industrial Average

  11. Jun 29, 12:48 PMMETAvia finnhub

    Alphabet shares jump after joining Dow Jones Industrial Average

  12. Jun 29, 12:45 PMNVDAvia finnhub

    Citi Just Slapped a Massive $2,500 Price Target on SanDisk. Here’s Why They’re So Bullish

  13. Jun 29, 12:36 PMNVDAvia finnhub

    ServiceNow’s New IBM Partnership: A Real Catalyst, or Just Software-Selloff Noise?

  14. Jun 29, 12:32 PMMETAvia finnhub

    Sector Update: Tech Stocks Rise Monday Afternoon

  15. Jun 29, 12:32 PMAAPLvia finnhub

    Sector Update: Tech Stocks Rise Monday Afternoon

  16. Jun 29, 12:32 PMGOOGLvia finnhub

    Sector Update: Tech Stocks Rise Monday Afternoon

  17. Jun 29, 12:31 PMGOOGLvia finnhub

    Update: US Equity Indexes Rise as Communication Services Tops Sector Charts, Trump Sends Envoys to Qatar for Iran Talks

  18. Jun 29, 12:31 PMMETAvia finnhub

    Update: US Equity Indexes Rise as Communication Services Tops Sector Charts, Trump Sends Envoys to Qatar for Iran Talks

  19. Jun 29, 12:30 PMNVDAvia finnhub

    Bitcoin ETFs see worst month of outflows as investors pile into AI trade

  20. Jun 29, 12:27 PMNVDAvia finnhub

    New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?

  21. Jun 29, 12:27 PMGOOGLvia finnhub

    New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?

  22. Jun 29, 12:27 PMMETAvia finnhub

    New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?

  23. Jun 29, 12:26 PMAMZNvia finnhub

    Talen Energy, Stock Of The Day, Delivers For Amazon, AI Data Centers

  24. Jun 29, 12:25 PMAMZNvia finnhub

    Sector Update: Consumer Stocks Mixed Monday Afternoon

  25. Jun 29, 12:25 PMCMCSAvia finnhub

    Sector Update: Consumer Stocks Mixed Monday Afternoon

  26. Jun 29, 12:22 PMNVDAvia finnhub

    3 EV Stocks To Buy This Month

  27. Jun 29, 12:20 PMNVDAvia finnhub

    Here's My Favorite Gold Investment With Its Price Down to $4,000 an Ounce

  28. Jun 29, 12:16 PMNVDAvia finnhub

    Alphabet Adds $168 Billion on Dow Debut as Indexes Shake Off Volatility

  29. Jun 29, 12:16 PMGOOGLvia finnhub

    Alphabet Adds $168 Billion on Dow Debut as Indexes Shake Off Volatility

  30. Jun 29, 12:15 PMAVGOvia finnhub

    This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks

Macro & geopolitical context

(15)

High-severity world events that touch this agent's universe.

  1. Jun 29, 10:27 AMpolicy · severity 3/5

    Kalshi traders predict upcoming jobs report will miss Wall Street consensus expectations.

  2. Jun 29, 7:43 AMgeopolitical · severity 4/5

    US-Iran tensions ease; Comcast to spin off cable business, stocks rally.

    Tickers:CMCSA
  3. Jun 29, 7:40 AMgeopolitical · severity 4/5

    U.S. envoys Kushner and Witkoff to meet Iran in Doha negotiations.

  4. Jun 29, 6:24 AMgeopolitical · severity 3/5

    US-Iran de-escalation channels established ahead of diplomatic talks.

  5. Jun 29, 5:01 AMgeopolitical · severity 3/5

    EU's MiCA deadline threatens unlicensed crypto firms with regulatory wipeout.

  6. Jun 29, 1:19 AMgeopolitical · severity 3/5

    South Korea commits $518 billion to AI chips, outpacing crypto sector investment.

  7. Jun 29, 1:03 AMgeopolitical · severity 3/5

    Bitcoin declines to $59,700 as Iran tensions ease, benefiting equities over crypto.

  8. Jun 29, 12:31 AMpolicy · severity 4/5

    BIS warns AI investment surge poses systemic financial risk via leveraged debt structures.

  9. Jun 29, 12:02 AMgeopolitical · severity 3/5

    Iranian cyberattacks on Israel escalated in 2026, raising regional security concerns.

  10. Jun 28, 9:48 PMpolicy · severity 4/5

    BOJ aligns monetary policy with Japanese government's economic growth targets.

  11. Jun 28, 9:22 PMgeopolitical · severity 3/5

    China blacklists 20 Japanese entities in dual-use export restrictions; normal trade unaffected.

  12. Jun 28, 8:40 PMgeopolitical · severity 4/5

    US-Iran tensions ease temporarily; oil rallies while equities remain choppy.

  13. Jun 28, 8:31 PMgeopolitical · severity 3/5

    Iran tensions and Fed rate outlook impact Indian rupee and bond markets.

  14. Jun 28, 8:26 PMpolicy · severity 4/5

    South Korea announces $650B AI and semiconductor investment plan signaling structural global chip demand.

  15. Jun 28, 6:35 PMsector · severity 3/5

    Philippines accelerates solar deployment amid surging power costs globally.

    Tickers:XELEXCAEP

Recent runs

(20)

Every scheduled run for this agent. Most are no-op; the interesting ones show what changed.

  1. Jun 29, 12:21 PMintraday stop sweep: no stops or targets breached
  2. Jun 29, 11:49 AMintraday stop sweep: no stops or targets breached
  3. Jun 29, 11:35 AMintraday stop sweep: no stops or targets breached
  4. Jun 29, 11:19 AMintraday stop sweep: no stops or targets breached
  5. Jun 29, 10:48 AMintraday stop sweep: no stops or targets breached
  6. Jun 29, 10:36 AMintraday stop sweep: no stops or targets breached
  7. Jun 29, 10:19 AMintraday stop sweep: no stops or targets breached
  8. Jun 29, 10:05 AMintraday stop sweep: no stops or targets breached
  9. Jun 29, 9:48 AMintraday stop sweep: no stops or targets breached
  10. Jun 29, 9:35 AMintraday stop sweep: no stops or targets breached
  11. Jun 29, 9:19 AMintraday stop sweep: no stops or targets breached
  12. Jun 29, 9:05 AMintraday stop sweep: no stops or targets breached
  13. Jun 29, 8:48 AMintraday stop sweep: no stops or targets breached
  14. Jun 29, 8:34 AMintraday stop sweep: no stops or targets breached
  15. Jun 29, 8:17 AMintraday stop sweep: no stops or targets breached
  16. Jun 29, 8:04 AMintraday stop sweep: no stops or targets breached
  17. Jun 26, 5:04 PMWeinstein run: 0 closes, 2 entries. 10 candidates considered.
  18. Jun 26, 4:47 PMintraday stop sweep: no stops or targets breached
  19. Jun 26, 4:35 PMintraday stop sweep: no stops or targets breached
  20. Jun 26, 4:19 PMintraday stop sweep: no stops or targets breached