Pivot Bottom Plus
A portfolio driven by the Pivot Bottom Plus list.
Portfolio Value
$51,200
Cash $6,330
Total Return
2.40%
Since 2024-04-15
$50,000
Started 2024-04-15
$51,200
Cash $6,330
2.40%
Benchmark 62.50%
0
Updated 2026-07-06
Portfolio Performance
2024-04-15 to 2026-07-06
Portfolio
2.40%
Benchmark
62.50%
Portfolio Performance
2024-04-15 to 2026-07-06
Portfolio
2.40%
Benchmark
62.50%
Year-by-Year Performance
Open a year to inspect the monthly performance breakdown.
Holdings
0 open positions
Free feature
Holdings are available for users with the required portfolio access tier.
Next Buy Candidate
Latest candidate run
Free feature
Next-candidate visibility is reserved for this portfolio's access tier.
API
Portfolio holdings and next-candidate endpoint for AI Ultimate API subscribers.
This endpoint returns the latest stored model-portfolio state without recalculating the portfolio on request. Access is controlled by the existing API v2 authentication and subscription checks.
GET
https://stockinvest.us/api/v2/model-portfolios/pivot-bottom-plus
Authentication
Send the API token through the same API v2 bearer-token authentication used by the existing endpoints.
AI Ultimate Access
Only AI Ultimate API subscribers and admins can call the endpoint successfully.
Included Data
Portfolio summary, open holdings with current value and unrealized return, and the latest eligible next buy candidate.
Sample Response
{
"status": "success",
"data": {
"portfolio": {
"slug": "pivot-bottom-plus",
"name": "Pivot Bottom Plus",
"currency": "USD",
"snapshot_date": "2026-07-06",
"total_value": 51200,
"cash_value": 6329.2,
"total_return_percent": 2.4,
"holdings_count": 0
},
"holdings": [
{
"ticker": {
"symbol": "JHG",
"company_name": "Example Holding Inc.",
"currency": "USD"
},
"opened_at": "2026-04-01",
"entry_price": 51.42,
"quantity": 4205.8109,
"cost_basis": 216262.8,
"stop_loss_price": 50.1,
"latest_price_date": "2026-07-02",
"current_price": 51.7,
"current_value": 217460,
"unrealized_gain": 1197.2,
"unrealized_gain_percent": 0.55
}
],
"next_candidate": {
"date": "2026-07-02",
"ticker": {
"symbol": "TBRG",
"company_name": "Example Candidate Inc.",
"currency": "USD"
},
"rank": 1,
"score": 4.1,
"price": 26.24,
"target_cash": 51200,
"expected_quantity": 8287.35,
"reason": "Smart Portfolio candidate"
}
}
}
History
Month-by-month accounting view loaded from the stored model portfolio ledger.
Free feature
Transaction history is available for users with the required portfolio access tier.
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