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Account Summary
Total Value
Cash
Total Mkt Value
Day Change
Cost Basis
Total Gain/Loss
All Positions
Symbol Account Sector Shares Price Price
Chng $
Price
Chng %
Mkt
Val
Day
Chng $
Day
Chng %
Cost
Basis
Gain/
Loss $
Gain/
Loss %
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Symbols
Quant score i
3-Factor Quant Score

Momentum (40%) — Price return ranked vs your holdings over 2W, 1M, and 3M timeframes, plus alpha vs SPY.

Valuation (30%) — P/E ratio ranked within your holdings. Lower P/E scores higher.

Growth (30%) — EPS growth YoY ranked within your holdings.

Scored 0–100 relative to your other holdings. ETFs score on momentum only.
Composite
1M Return
1-month price return
Day change
today
Unrealized
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Factors
Momentum scoring · updated daily
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