PMPortfolio ManagerReports

From Portfolio Manager reports

Portfolio

This page is the portfolio operating surface for open-book aggregation, individual position rules, and entry plans. It does not assume a daily brokerage statement. Current price evidence comes from the latest local report date, and durable company evidence routes to knowledge lanes.

Published portfolio snapshot: loading copied account and heatmap data. The public snapshot includes account value, cash, invested value, market P/L, rolling P/L, position weights, daily P/L, same-day returns, and account-impact percentages.

At A Glance

  • Target portfolio date is July 7 from the local report API latest-price-date route. The latest static daily report is July 6 because this run precedes the July 7 daily report refresh. The upstream discovery run supplied for this refresh is 20260707T230001Z.
  • Schwab full run remains smoke-only. The supported python -m schwab_snapshot run --smoke succeeded, and the public page now uses a July 8 static portfolio snapshot for account cards and heatmap inputs.
  • Current public open-book membership is AEP, AMKR, AMZN, BE, ESE, ETR, FCEL, GEV, GOOGL, ILMN, MRVL, OUST, PWR, ROK, TER, TLN, TXN. Account-card values and heatmap inputs are fixed to the published snapshot.
  • The July 7 active book had 4 advancers, 13 decliners, a -4.44% equal-weight return, and a -2.95% median return. AMKR and TER made new 20-day lows; TXN moved back below its reduce-review line.
  • AEP, AMZN, ETR, GOOGL, and ILMN held key daily support. BE and OUST lost 20-day lines, PWR is close to its 100-day exit/reduce guide, and TLN closed just below its 100-day guide.

Open Book

The account-stat cards and portfolio heatmap load from the published July 8 static portfolio snapshot. The snapshot includes account value, cash, invested value, market P/L, 5-session P/L, 22-session P/L, position weights, daily P/L, same-day returns, and account-impact percentages.

Market P/L history: private export loaded when present; quality flags may show partial market-period history.
Sharpe history: private export may report insufficient risk history until more daily return rows accumulate.

Portfolio Heatmap

Allocation uses copied account weight and same-day return. P/L uses copied daily P/L for tile area and account-impact percentage for color. Theme, Node, and Individual views use the same fixed snapshot.

The public route map covers all 17 open symbols. The published snapshot includes account-card values and the heatmap inputs; raw Schwab records, account identifiers, quantities, average prices, orders, transactions, and tokens are omitted.

Individual Positions

These cards are the daily close rule queue for current open positions. Add, warning/review, and invalidation guide lines resolve only from assets/chart-level-rules.js; no card stores inline chart-level data.

AI-Enabled Biology And Scientific Discovery

ILMN clear.

AI-Ready Biology Data And Omics

ILMN

Status
Clear
Rule
July 7 close was $191.76, -1.32%, still above the $189.46 reclaimed continuation line after an intraday high at $196.66.
Add
$189.46 reclaimed continuation; $196.66 high continuation
Warning / Review
$171.56 20D review
Invalidation
$150.29 terminal reset; Operating evidence fails

Robotics

ROK review; TER review; TXN reduce validated.

Factory Automation And Robot OEM Proxies

ROK

Status
Review
Rule
July 7 close was $468.90, -2.89%, barely above the 20-day average near $468.31 and still below the $486.47 reclaim and $497.36 confirmation lines.
Add
$468.31 20D hold; $486.47 reclaim; $497.36 confirmation
Warning / Review
$439.70 review line
Invalidation
$439.70 drop line; Operating evidence fails

TER

Status
Review
Rule
July 7 close was $343.11, -9.59%, below the 20-day average near $412.18 and below the 100-day guide near $349.76; the intraday low undercut the old $340.34 drop line but the close finished above it.
Add
$412.18 20D reclaim; $472.37 add line; $487.91 stronger line
Warning / Review
$349.76 100D review; $412.18 20D review
Invalidation
$340.34 drop line; Operating evidence fails

Edge Compute And Robot Semiconductors

TXN

Status
Reduce validated
Rule
July 7 close was $293.30, -3.36%, back below the old $298.52 reduce-review line and below the 20-day average near $300.62.
Add
$334.03 continuation
Warning / Review
$298.52 reduce review; $300.62 20D review
Invalidation
Reduce below $298.52; Operating evidence fails

AI Capex Cycle

AMZN clear; GOOGL clear; AMKR review; MRVL review.

Hyperscaler And Cloud Capex Budgets

AMZN

Status
Clear
Rule
July 7 close was $245.98, +0.75%, above the daily 20-day average near $239.76, the daily 100-day guide near $241.65, and the weekly 100-week EMA near $216.89.
Add
$252.53 daily high; $256.38 continuation close
Warning / Review
$239.76 20D hold; $241.65 100D hold
Invalidation
$216.89 weekly exit; Operating evidence fails

GOOGL

Status
Clear
Rule
July 7 close was $367.03, +0.16%, above the 20-day average near $358.18 and the 100-day guide near $345.63, and below the $376.00 high.
Add
$358.18 20D hold; $376.00 continuation
Warning / Review
$358.18 20D review; $345.63 100D review
Invalidation
Operating evidence fails

Semicap Packaging And Power Semis

AMKR

Status
Review
Rule
July 7 close was $65.33, -6.51%, below the 20-day average near $79.87 and just below the 100-day guide near $65.58; the intraday low made a new 20-day low at $61.90.
Add
$79.87 20D reclaim; $83.30 reclaim; $96.68 stronger line
Warning / Review
$65.58 100D review
Invalidation
$64.32 terminal fail; Operating evidence fails

Accelerators And Custom Silicon

MRVL

Status
Review
Rule
July 7 close was $230.70, -7.45%, still below the 20-day average near $277.05 but above the 100-day guide near $187.29.
Add
$277.05 20D reclaim; $329.88 fresh add
Warning / Review
$277.05 20D review; $187.29 100D review
Invalidation
Operating evidence fails

Physical AI Defense Autonomy

OUST review.

Sensing And Perception Stack

OUST

Status
Review
Rule
July 7 close was $44.06, -11.58%, below the 20-day average near $45.51 and below the $51.50 reclaim line.
Add
$45.51 20D reclaim; $51.50 reclaim; $63.79 follow-through
Warning / Review
$45.51 20D review
Invalidation
$35.30 drop line; Operating evidence fails

Power Scarcity And Grid Load

PWR review; GEV clear; ESE clear; TLN review; BE review; FCEL clear; ETR clear; AEP clear.

Grid Delivery Services

PWR

Status
Review
Rule
July 7 close was $656.79, -2.56%, still below the 20-day average near $698.21 and only above the 100-day EMA near $641.43 by $15.36.
Add
$698.21 20D reclaim; $742.73 confirmation
Warning / Review
$698.21 20D review; $641.43 100D review
Invalidation
Exit/reduce below $641.43; Operating evidence fails

Electrical Equipment Bottlenecks

GEV

Status
Clear
Rule
July 7 close was $1,077.08, -6.51%, above the 20-day average near $1,039.67 and 100-day guide near $956.70, but below the current 20-day high near $1,195.94.
Add
$1,039.67 hold line; $1,195.94 20D high
Warning / Review
$1,039.67 20D review; $956.70 100D review
Invalidation
$856.01 drop line; $741.38 stop-limit exit; Operating evidence fails

ESE

Status
Clear
Rule
July 7 close was $333.29, -2.70%, just above the 20-day average near $332.53 and above the 100-day guide near $298.03, but still below the $362.15 high.
Add
$362.15 1.1x-volume add
Warning / Review
$332.53 20D review; $298.03 100D review
Invalidation
$291.81 terminal reset; Operating evidence fails

Merchant Power And Capacity Markets

TLN

Status
Review
Rule
July 7 close was $366.66, -2.95%, below the 20-day average near $386.73 and slightly below the 100-day guide near $367.76.
Add
$386.73 20D reclaim; $449.84 no-chase high
Warning / Review
$367.76 100D review; $386.73 20D review
Invalidation
$329.13 terminal fail; Operating evidence fails

Cooling, Backup, And Power Quality

BE

Status
Review
Rule
July 7 close was $269.57, -8.64%, back below the 20-day average near $284.19 but still above the 100-day guide near $232.64 and the $230.60 drop line.
Add
$284.19 20D reclaim; $351.28 breakout clear
Warning / Review
$284.19 20D review
Invalidation
$230.60 drop line; Operating evidence fails

FCEL

Status
Clear
Rule
July 7 close was $25.96, -12.68%, above the 20-day average near $22.90 and below the $37.88 spike high.
Add
$22.90 reset hold; $37.88 no-chase spike high
Warning / Review
$22.90 20D review
Invalidation
$15.06 terminal reset; Operating evidence fails

Utilities And Grid Recovery

ETR

Status
Clear
Rule
July 7 close was $115.19, +1.19%, above the 20-day area near $112.74 and 100-day guide near $109.04. The intraday high cleared $116.39, but the close did not clear the $116.39-$116.93 confirmation band.
Add
$116.39-$116.93 confirmation
Warning / Review
$112.74 20D review; $109.04 100D review
Invalidation
$104.93 invalidation; Operating evidence fails

AEP

Status
Clear
Rule
July 7 close was $137.53, +1.14%, above the old $135.50-$136.91 add band, above the 20-day average near $132.62, and below the new $140.58 high.
Add
$135.50-$136.91 band hold; $140.58 close trigger
Warning / Review
$132.62 20D review
Invalidation
$123.74 terminal reset; Operating evidence fails

Main Target Watchlist

This is the portfolio-level target deck for names that are not currently in the open book. Current holdings and position-add rules live in Individual Positions. Horizontal chart overlays resolve only from assets/chart-level-rules.js; no target card stores inline chart-level data.

Armed setup is live enough for entry review or hold-line monitoring.Reset prior setup broke or trend was lost.Stalk preferred name, but timing is not ready.
ArmedNOCNot currently open; repaired lines need confirmation
StalkISRGPreferred name, but timing is not ready
ResetLINK, ONDS, RDW, SATL, POWL, HUBBNo entry until repair lines reclaim

Robotics, Automation, And Procedure Platforms

ISRG stalk.

StalkRobotics, Automation, And Procedure Platforms

ISRG

Why
Surgical robotics remains a preferred route, but the July 7 close gave back the old trigger.
Entry
Reclaim $430.85; confirm above $443.84 and $449.21.
Fail
Drop below $397.52.
Route
Surgical Robotics And Procedure Platforms
chart-linkedstalk

Sensing, Defense Autonomy, And Space ISR

LINK reset; ONDS reset; RDW reset; SATL reset.

ResetSensing, Defense Autonomy, And Space ISR

LINK

Why
Thin-float sensor setup is still below the 20-day line.
Entry
Reclaim $4.35; confirm above $5.30.
Fail
Drop below $3.66.
Route
Sensing And Perception Stack
chart-linkedreset
ResetSensing, Defense Autonomy, And Space ISR

ONDS

Why
Defense-autonomy setup remains below its repair line.
Entry
Reclaim $8.64-$8.92; then $10.84.
Fail
Drop if $7.31 fails.
Route
Defense Autonomy And ISR Integrators
chart-linkedreset
ResetSensing, Defense Autonomy, And Space ISR

RDW

Why
Defense-space setup remains reset below the 20-day line.
Entry
Reclaim $13.28; extension above $19.57.
Fail
Drop or rewrite below $10.11.
Route
Defense Autonomy And ISR Integrators
chart-linkedreset
ResetSensing, Defense Autonomy, And Space ISR

SATL

Why
Failed-breakout repair remains below the old drop line.
Entry
Reclaim $5.39 and $5.84-$6.04; then $7.85.
Fail
Drop if $4.40 fails.
Route
Sovereign Space And Geospatial ISR
chart-linkedreset

Power Delivery And Electrical Equipment

POWL reset; HUBB reset.

ResetPower Delivery And Electrical Equipment

POWL

Why
Switchgear remains useful, but price failed the old drop line and the 100-day guide.
Entry
Reclaim $243.35, $242.19, and $282.78; then $316.99.
Fail
Rewrite below $226.01.
Route
Electrical Equipment Bottlenecks
chart-linkedreset
ResetPower Delivery And Electrical Equipment

HUBB

Why
Utility and electrical platform lost the 100-day guide and still has not reclaimed the 20-day line.
Entry
Reclaim $493.61 and $501.02; then $547.33.
Fail
Drop below $464.82.
Route
Electrical Equipment Bottlenecks
chart-linkedreset

Funded Defense Prime

NOC armed.

ArmedFunded Defense Prime

NOC

Why
Defense-prime route is above the 20-day line but has not confirmed.
Entry
Hold $529.80; confirm above $559.70.
Fail
Drop below $493.84.
Route
Funded Defense Prime Conversion
chart-linkedarmed

Maintenance Queue

PriorityItemDecision neededNext action
1Schwab smoke/export monitoringFull Schwab run is still unavailable, but the July 8 static portfolio snapshot is published for this copy.Keep raw Schwab exports ignored; publish only the account-card and heatmap fields intentionally copied into portfolio-heatmap-snapshot.js.
2July 7 open-book repair reviewsAMKR, BE, MRVL, OUST, PWR, ROK, TER, TLN, and TXN are below or testing stated repair, review, or reduce lines.Review add discipline only after the stated repair lines reclaim; do not chase below the repair lines.
3POWL and SATL failed old drop linesPOWL closed below the old $243.35 drop line and SATL remains below the old $5.39 drop line.Rewrite or remove either target card if price cannot quickly reclaim the failed line and the 20-day area.
4CRWV reconciliationCurrent public records still only show an older CRWV open plan, while the latest Schwab export does not show CRWV.Move to historical or closed status after the exit record or user note is available.

Source Trail

  • Open-book membership is AEP, AMKR, AMZN, BE, ESE, ETR, FCEL, GEV, GOOGL, ILMN, MRVL, OUST, PWR, ROK, TER, TLN, TXN from the July 8 static portfolio snapshot and active plan records.
  • python -m schwab_snapshot status showed config complete, ledgers present, last raw snapshot dated July 7 after smoke capture, and private export present.
  • python -m schwab_snapshot run still reports that only smoke capture is implemented. python -m schwab_snapshot run --smoke succeeded, so this page claims a smoke refresh but not a full Schwab daily run.
  • python -m schwab_snapshot export rebuilt the ignored local export from private raw snapshots and ledgers. Public files do not store balances, cash, position sizes, private P/L, account numbers, account hashes, tokens, raw snapshots, or ledger rows.
  • Local report API health and latest-price-date routes set the target portfolio date to July 7 and showed required report materialized views ready.
  • Local report API batch daily chart routes supplied July 7 closes, 20-day averages, highs/lows, 100-day guides, one-day returns, and volume impulse for open-book names and the target deck. Weekly batch routes returned current AMZN, ETR, and ISRG rows.
  • Discovery run 20260707T230001Z supplied the upstream ingestion context after report materialized-view refresh.
  • assets/chart-level-rules.js is the persisted chart-level registry. Open-position and target-watchlist fixed chart lines were refreshed; no target card stores inline chart-level data.
  • Static daily/report.json and daily/index.html point to July 6. Daily trade-entry candidates stay in the daily and weekly review surfaces.
  • Right-rail chart interactions use /api/securities/{ticker}/chart?frequency=daily&window=9m&as_of=2026-07-07 when the local report API is running.
  • Company evidence routes to linked knowledge security lanes where they exist; this page should not duplicate full company research.