Pivot Bottom Plus

United States United States market NASDAQ, NYSE +5 Benchmark Index NASDAQ Composite (^IXIC) Free

Pivot Bottom Plus is built for users who want to follow recovery-style technical setups. It focuses on stocks where price action may be turning from weakness toward a more constructive trend, then lets the StockInvest.us scoring and risk rules decide which candidates qualify.

The portfolio can hold up to five positions, making it more diversified than the single-stock models while still focused enough to audit. Daily updates, stop-loss checks, and clear transaction history help users understand how each position entered, developed, and eventually exited.

Portfolio Value
$53,788
Cash $6,330
Total Return
7.57%
Since 2024-04-15
Benchmark
58.15%
Index NASDAQ Composite
Start Cash
$50,000
Started 2024-04-15
Current Value
$53,788
Cash $6,330
Total Return
7.57%
NASDAQ Composite 58.15%
Open Holdings
5
Updated 2026-07-30

Portfolio Performance

2024-04-15 to 2026-07-30
Portfolio 7.57%
NASDAQ Composite 58.15%

Portfolio Performance

2024-04-15 to 2026-07-30
Portfolio 7.57%
NASDAQ Composite 58.15%

Year-by-Year Performance

Open a year to inspect the monthly performance breakdown.

Holdings

5 open positions
Loading price
Current Price
-
Latest stored quote
- Since entry
Open holdings to load chart
Position Value -
Stop Status -
Entry $200.78
Stop-loss $203.99
Days in Portfolio 78 days Since 2026-05-14
Loading price
Current Price
-
Latest stored quote
- Since entry
Open holdings to load chart
Position Value -
Stop Status -
Entry $147.59
Stop-loss $150.03
Days in Portfolio 9 days Since 2026-07-22
Loading price
Current Price
-
Latest stored quote
- Since entry
Open holdings to load chart
Position Value -
Stop Status -
Entry $98.36
Stop-loss $98.34
Days in Portfolio 7 days Since 2026-07-24
Loading price
Current Price
-
Latest stored quote
- Since entry
Open holdings to load chart
Position Value -
Stop Status -
Entry $809.14
Stop-loss Pending
Days in Portfolio 1 day Since 2026-07-30
Loading price
Current Price
-
Latest stored quote
- Since entry
Open holdings to load chart
Position Value -
Stop Status -
Entry $61.39
Stop-loss Pending
Days in Portfolio 1 day Since 2026-07-30

Next Buy Candidate

2026-07-30
Candidate
Caterpillar Inc
Smart Portfolio candidate
3M Price Trend 2026-04-30 to 2026-07-30
-9.10%
Latest price $809.14 2026-07-30
Rank
1
Score
-1.34
Price
$809.14
Planned Buy Size
$10,758
Current portfolio value divided by max holdings ; est. 13.29 units

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": "2026-07-30",
            "total_value": 53787.02,
            "cash_value": 6329.2,
            "total_return_percent": 7.57,
            "holdings_count": 5
        },
        "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": 53787.02,
            "expected_quantity": 8287.35,
            "reason": "Smart Portfolio candidate"
        }
    }
}

History

Month-by-month accounting view loaded from the stored model portfolio ledger.