Witch stocks of mine dont fit my strategy

Screening Filters

1. user_id = 'user_1'

   • Purpose: Limit the search universe to data specifically associated with your account.
   • Rationale: Your question is about your portfolio (“Which stocks in my portfolio…”), so the first step is to make sure we are not pulling generic market tickers, but only securities tied to your profile. Using your user_id ensures the screener looks only at positions and lists (like watchlists) that belong to you.

2. user_watchlist = True

   • Purpose: Restrict the search to the stocks on your watchlist. In this case, that watchlist is:
     ['TSLA.O', 'NVDA.O', 'MSFT.O', 'META.O', 'GOOGL.O', 'AMZN.O', 'AAPL.O', 'ARKK', 'QQQ', 'SOXL', 'XBI']
   • Rationale: You’re asking which stocks in your portfolio may not fit your investment strategy. Since a screener cannot directly “know” your strategy or preferences (risk tolerance, time horizon, sector biases), the most practical proxy is to look at what you are already actively following or holding.
     • By setting user_watchlist = True, the system narrows the universe to just the names you’ve explicitly shown interest in, so any further analysis or recommendations are focused on the stocks that are actually relevant to you, rather than the broader market.

Do these filters fully match your request?

Your request has two parts:

1. Scope: “stocks in my portfolio” – this is partially captured:
   • We do not have a direct filter for portfolio holdings in the screener call you see here, so the system used your watchlist as a proxy for your portfolio.
   • If your actual holdings differ from your watchlist, this won’t be a perfect match.
2. Condition: “do not align with my investment strategy” – this part is not something a screener can directly filter on:
   • We do not support a direct indicator like “strategy_fit = true/false” because “investment strategy” is qualitative (risk tolerance, time horizon, sector preferences, income vs. growth, etc.).
   • The screener cannot infer your strategy from raw market data, so it cannot automatically label a stock as aligned or misaligned.

Instead, the filters used are effective for:

• Making sure we only look at your tickers (user_id).
• Narrowing analysis to your watchlist, which is the closest data source we have to your “portfolio” within this system.

The actual judgment of “alignment with strategy” still has to be made through a qualitative review (e.g., volatility vs your risk tolerance, sector concentration vs diversification goals, time horizon vs your needs).

Why No Results Were Returned

Even though the filters are simple, the system returned no matches. This likely occurred for one of the following reasons:

1. No linked portfolio/holdings under this user ID

   • The screener may be looking for positions or tagged securities under user_id = 'user_1', but it does not see any holdings or associated data that meet its internal criteria.
   • If your portfolio is not fully synced or stored in this system, the universe effectively becomes empty.

2. Mismatch between “portfolio” and “watchlist”

   • The filter user_watchlist = True means the screener only sees the watchlist names, not necessarily your full portfolio.
   • If your actual holdings (BTC, XRP, GOOGL, NFLX, NVDA, SPY, LEU, OKLO, etc.) are not part of or not correctly linked to that specific watchlist set (TSLA, NVDA, MSFT, META, GOOGL, AMZN, AAPL, ARKK, QQQ, SOXL, XBI), the system may not treat them as valid for this query, leading to no returns.

3. No internal way to label “misaligned with strategy”

   • Since “alignment with strategy” is not a supported screener criterion, the system may effectively find zero names that can be programmatically tagged as “not aligned,” and thus return no results.

How We Can Proceed

To actually help you determine which holdings do not align with your strategy, we need to adjust the approach.

1. Adjust the filters / data source
   Are you willing to:

   • Let us base the review on your actual holdings (the list you shared: BTC, XRP, GOOGL, NFLX, NVDA, SPY, LEU, OKLO, etc.) rather than only the watchlist?
   • Or expand beyond the user_watchlist filter so we can manually analyze the positions you list?

2. Clarify your investment strategy
   Please briefly describe:

   • Your time horizon (e.g., 1–3 years, 5–10+ years).
   • Your risk tolerance (low, moderate, high).
   • Your main goal (growth, income, capital preservation, speculation).

Once you confirm you’re okay adjusting the filters (e.g., focusing on your actual current holdings instead of only the watchlist) and share your basic strategy, I can walk through each stock/crypto in your portfolio and explain which ones are most likely not aligned and why.