Key stringdate 2018-01-01 00:00:00 2024-12-15 00:00:00 | Requirements stringlengths 51.1k 70k | Allocation stringlengths 1.16k 2.62k |
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2018-01-01 |
You are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio of stocks based on qualitative analysis, technical confirmation, sentiment assessment, and user-defined constraints.
---
### Input: Stock Commentary
### AAPL Report (2018-01-01)
Market current
**Overall Sentiment Evaluat... | **NVDA - 25%**
Rationale: Clear long-term up-trend, MACD above signal, strong OBV/A-D accumulation, and 60–120 bar rois (30–67%) far exceed peers; fits growth mandate and highest upside velocity.
Patient Days: 60
Profit Target: 25%
Stop Loss: -12%
**AAPL - 20%**
Rationale: Golden-cross confirmed up-trend, ... |
2018-01-15 |
You are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio of stocks based on qualitative analysis, technical confirmation, sentiment assessment, and user-defined constraints.
---
### Input: Stock Commentary
### AAPL Report (2018-01-15)
Market current
**Overall Market Sentiment:... | **NVDA - 25%**
Rationale: Extreme 120-bar returns (66% mean), strong bullish alignment across 20/200-bar trends, secular growth catalysts (AI/semis), and highest momentum of all picks.
Patient Days: 80
Profit Target: 45%
Stop Loss: 18%
**AA - 20%**
Rationale: All timeframes bullish with strong 80-120 bar C... |
2018-02-01 |
You are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio of stocks based on qualitative analysis, technical confirmation, sentiment assessment, and user-defined constraints.
---
### Input: Stock Commentary
### AAPL Report (2018-02-01)
Market current
**Overall Sentiment:** The ... | **NVDA – 25%**
Rationale: Continuation dynamism—up-trends across all timeframes, accelerating ROI (120-bar mean 64%), strong option-flow and accumulation, highest upside dispersion captured in the short to mid-term.
Patient Days: 40
Profit Target: 15%
Stop Loss: 8%
**WMT – 20%**
Rationale: Uniform bullish ... |
2018-02-15 | "\nYou are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio (...TRUNCATED) | "**NVDA - 25%** \nRationale: Strongest long-term & mid-term uptrends (+137% / 200-bar, Golden Cross(...TRUNCATED) |
2018-03-01 | "\nYou are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio (...TRUNCATED) | "**AMAT - 30%** \nRationale: Sole stock with confirmed bullish alignment across all timeframes; str(...TRUNCATED) |
2018-03-15 | "\nYou are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio (...TRUNCATED) | "**AAPL - 25%** \nRationale: Strong bullish alignment across all time-frames, accelerating short-te(...TRUNCATED) |
2018-04-01 | "\nYou are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio (...TRUNCATED) | "**AAPL - 25%** \nRationale: Deep oversold (RSI 32, Stochastic oversold) inside a confirmed long-te(...TRUNCATED) |
2018-04-15 | "\nYou are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio (...TRUNCATED) | "**AA - 25%** \nRationale: Only stock with Strong bullish signals across all time-frames, momentum (...TRUNCATED) |
2018-05-01 | "\nYou are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio (...TRUNCATED) | "**AMZN - 25%** \nRationale: Strong bullish continuation across short- (20-bar uptrend) and long-te(...TRUNCATED) |
2018-05-15 | "\nYou are a portfolio construction agent. Your goal is to generate a conviction-weighted portfolio (...TRUNCATED) | "**MSFT - 25%** \nRationale: Highest-confidence bull case—Golden Cross, synchronized multi-timefr(...TRUNCATED) |
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