Pivot Bottom Plus

United States United States market NASDAQ, NYSE +5 Free

A portfolio driven by the Pivot Bottom Plus list.

Portfolio Value
$51,200
Cash $6,330
Total Return
2.40%
Since 2024-04-15
Start Cash
$50,000
Started 2024-04-15
Current Value
$51,200
Cash $6,330
Total Return
2.40%
Benchmark 62.50%
Open Holdings
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.