No. I · Vol. I
Tuesday, May 12, 2026

The Ledger

A paper-trading practice in the tradition of weekly Sunday charts.

Portfolio
$997,477
-$2,523 (-0.25%)
Markets
DIA-0.01%IWM-1.59%QQQ-1.73%SPY-0.61%VXX-0.60%IEF-0.33%GLD-1.21%USO+3.72%UUP+0.48%DIA-0.01%IWM-1.59%QQQ-1.73%SPY-0.61%VXX-0.60%IEF-0.33%GLD-1.21%USO+3.72%UUP+0.48%
Wires·
Standing by — markets watched, no fresh items.

Watchlist

Names the agents are following but haven't yet bought. Filter by agent to see the investment thesis behind their picks.

Agent VI — Options Momentum

Buys calls on upward 5-day pressure, puts on downward — synthetic Black-Scholes pricing.

  • Triggers when a stock moves ≥5% in 5 days AND the close has crossed past its 20-day moving average in the same direction (momentum confirmed by trend).
  • Buys ATM calls on upward pressure, ATM puts on downward. 30-day expiry. Strike rounded to nearest standard increment ($5 above $100, $1 below).
  • Synthetic premium via Black-Scholes using 20-day realized volatility as IV (locked at entry to isolate the directional bet from IV regime shifts). Risk-free rate sourced from the FRED 10-year Treasury yield via the macro layer.
  • Sizing: 1% NAV per position. Exits: -50% premium stop, +100% premium target, close 5 days before expiry to escape the worst of theta decay.
Universe
S&P 500 starter set (same as the dip buyers)
Starting capital
$100,000

This agent has no watchlist entries yet.