Alchemist Internal
Portfolio NAV
Total P&L
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Return
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Positions
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LIVE
Portfolio Overview
Current holdings
Portfolio Holdings
Anchor
Growth
Event
Position Details
| Ticker↕ | % Portfolio↕ | Entry Date (Timestamped)↕ | Exit Date (Timestamped)↕ | Average Cost Basis↕ | Stock Price↕ | Performance (%)↕ | PNL (% Contribution)↕ |
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Cumulative Performance
Daily returns since inception
Portfolio Return
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vs XBI
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vs IBB
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vs SPY
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Portfolio Construction
Real-time positions with market data
Portfolio by Therapeutic Area
Development Stage Breakdown
First-in-Class / Best-in-Class Analysis
Modality Distribution
Phenotype Analysis
Portfolio companies ranked by innovation and commercial exclusivity
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Portfolio Technicals
Technical analysis and indicators
Position Details
| Ticker↕ | Category↕ | % Portfolio↕ | Avg Cost Basis↕ | Initial Stop Loss↕ | Stock Price↕ | Performance (%)↕ | Trailing Stop Loss↕ | 21-Day EMA↕ | Alchemist PT↕ | Delta to PT↕ | Scenarios | Timing↕ | Max Downside PT↕ | Max Loss (Stock %)↕ | Max Loss (% Book)↕ | Beta↕ | Volatility↕ |
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Volatility: Mean absolute daily move over the trailing 60 days, representing average daily price swing magnitude.
Initial Stop Loss:
Anchor = -25% from cost basis |
Growth/Event = -30% from cost basis.
Trailing Stop Loss:
Anchor = -25% from current price |
Growth/Event = -30% from current price
Stock Technicals Chart
Historical price with exponential moving averages
Portfolio Technicals Chart
Weighted-average portfolio price index with exponential moving averages
Position Sizing
Live risk metrics with real-time market data
Composite Sizing Score
Max Loss vs Gain by Position (% Stock Move)
Expected Value by Position (%)
Conviction Level by Position
Probability of Upside Scenario
Technical Score
Catalyst Proximity
Quantamental Sizing Recommendation
Risk Management
Portfolio risk analysis and timeline projections
Portfolio Risk Timeline with Expected Value Path
Peak Bull Case
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Peak Bear Case
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Expected Value
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Risk/Reward Ratio
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Time-Sliced Risk Analysis
Positions Remaining
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Remaining Upside
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Remaining Downside
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Catalysts Resolved
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Drag the slider to explore how remaining risk/reward changes as catalysts are resolved over time
Risk Waterfall by Time Period
Investment Thesis & Research
Detailed analysis for each position
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