The bot runs paper trading (virtual money) on Interactive Brokers via IB Gateway. Every day at 09:30 ET (20:30/21:30 WIB) it fetches live market data from IBKR, runs an AI hedge-fund analysis (agents: Warren Buffett, Valuation, Fundamentals, Technical, Sentiment, Risk Management, Portfolio Manager — powered by AI over yfinance fundamentals and price history), then executes orders only for the tickers you pick on the Settings page.
The engine's decisions come from a daily AI hedge-fund analysis that runs on a live IBKR paper account (virtual money, delayed market data — orders only fill during US market hours ~09:30–16:00 ET). The home page shows a read-only demo of that analysis; your own portfolio applies the same decisions to your virtual capital.
Beyond the shared bot, every visitor can run their own virtual portfolio. A six-question quiz (Onboarding) assigns a risk profile — Conservative, Moderate or Aggressive — which sets your guardrails: per-ticker and per-segment caps plus soft / hard drawdown stops. You then set your own per-ticker allocation plan on the Portfolio page; segment weights are auto-summed from your ticker weights, never set directly.
After each daily analysis the engine steers every planned ticker toward
your capital × your %: a new position opens only on an AI BUY signal, an
AI SELL closes it and removes the ticker from your plan, and held positions are maintained
or trimmed toward target (trims never change your plan). Drawdown is checked on every run —
crossing the soft stop warns you; the hard stop closes everything and halts trading (you can
reset the baseline and continue). You can pause / stop the service, sell manually, and deposit or
withdraw virtual cash at any time.
All of this is a simulation inside this dashboard — no real funds, no brokerage accounts, nothing pooled. Per-user portfolios are tied to your Pensiunan account (email + password).
Established mega/large-cap US names — the stable core of the watchlist (NVDA itself sits here; its partners are under NVIDIA Ecosystem).
| Ticker | Notes / screening |
|---|---|
| AAPL | — |
| GOOGL | — |
| MSFT | — |
| AMZN | — |
| TSLA | — |
| NVDA | — |
| META | — |
| NFLX | — |
| BABA | — |
| V | — |
| PLTR | — |
| CRWD | — |
| AMD | — |
Higher-volatility growth and small-cap names — bigger swings, bigger drawdowns, thin positions on a $1,000 budget.
| Ticker | Notes / screening |
|---|---|
| RCAT | — |
| HIMS | — |
| DUOL | — |
| IONQ | — |
| RKLB | — |
| ASTS | — |
| DLO | — |
| AMBA | — |
Companies that ride the AI-infrastructure buildout around NVIDIA: networking, optics, packaging/test, semi-cap equipment, power/cooling, data centers, and HBM memory (MU is the US-listed memory play — SK Hynix/Samsung are Korea-listed and unavailable on this account).
| Ticker | Notes / screening |
|---|---|
| VRT | Vertiv — data-center power/cooling |
| TSM | Taiwan Semiconductor ADR — AI foundry |
| MRVL | Marvell — AI networking/optical |
| LITE | Lumentum — optical components |
| COHR | Coherent — optics/photonics |
| APH | Amphenol — connectors |
| NVT | nVent — electrical/cooling |
| TER | Teradyne — semi test |
| AMKR | Amkor — packaging (OSAT) |
| ASML | EUV lithography (NL ADR) |
| AMAT | Applied Materials — semi-cap |
| LRCX | Lam Research — semi-cap |
| KLAC | KLA — process control |
| EQIX | Equinix — data centers |
| MU | Micron — memory/HBM |
One-ticker diversification: S&P 500 (SPY/VOO), Nasdaq 100 (QQQ/QQQM), small caps (IWM), emerging markets (EEM), all-world incl. developed+EM (ACWI).
| Ticker | Notes / screening |
|---|---|
| SPY | S&P 500 index |
| QQQ | Nasdaq 100 |
| IWM | US small-cap (Russell 2000) |
| EEM | Emerging markets |
| VOO | S&P 500 · ER 0.03% |
| ACWI | All-world (developed+EM) · ER ~0.32% |
| QQQM | Nasdaq 100, low-cost share class · ER 0.15% |
Style-factor funds: large-cap growth (VUG/SCHG), technology sector (VGT), and momentum (SPMO/FMTM). Higher expected growth, higher volatility.
| Ticker | Notes / screening |
|---|---|
| VUG | US large-cap growth · ER 0.04% |
| SCHG | US large-cap growth · ER 0.04% |
| VGT | Information technology sector · ER ~0.09% |
| SPMO | S&P 500 momentum · ER ~0.12% |
| FMTM | Momentum factor · actively managed |
Dividend-quality and dividend-growth funds — see the per-ticker notes.
| Ticker | Notes / screening |
|---|---|
| VYM | High dividend yield, 600+ stocks · ER 0.04% |
| SCHD | Quality + consistent dividends screen · ER 0.06% |
| DGRO | Dividend growth (raisers) · ER 0.08% |
| NOBL | S&P 500 Dividend Aristocrats (25+ yrs of raises) · ER 0.35% |
| SPYD | S&P 500 High Dividend, equal-weight · ER ~0.07% |
Covered-call income funds paying MONTHLY (JEPI/JEPQ/QQQI, ~8-12% yields). Income comes from selling call options: upside in rallies is capped, and NAV can lag the index over time.
| Ticker | Notes / screening |
|---|---|
| JEPI | Covered call, ~8% monthly income (capped upside) · ER 0.35% |
| JEPQ | Nasdaq covered call, monthly pay · ER 0.35% |
| QQQI | Nasdaq covered call (NEOS), monthly pay |
⚠ HIGHEST YIELD, HIGHEST RISK in this catalog: 0DTE / weekly covered-call funds (QDTE/RDTE/ISPY/IQQQ) paying every week. The yield can be paid partly OUT OF YOUR OWN CAPITAL (NAV erosion), upside is capped in rallies, losses in selloffs are NOT capped, fees are high, and the headline yield is not sustainable. Treat as an income experiment with money you can afford to lose. (True DAILY-pay equity ETFs don't exist — daily distributions are money-market fund territory.)
| Ticker | Notes / screening |
|---|---|
| QDTE | Nasdaq-100 0DTE covered call, WEEKLY pay · high ER, high risk |
| RDTE | S&P 500 0DTE covered call, WEEKLY pay · high ER, high risk |
| ISPY | S&P 500 weekly covered call (ProShares) |
| IQQQ | Nasdaq-100 weekly covered call (ProShares) |
⚠⚠ EXTREME RISK — hottest products in this catalog: YieldMax-style synthetic covered calls on a SINGLE stock (AMDY/NVDY/TSLY/APLY/AMZY/GOOY/MSFY/TSMY), paying WEEKLY with headline yields of ~40–70%. The income is largely option premium + return of capital: NAV decay is structural (total return is often NEGATIVE despite the big payouts), you carry the single stock's full downside with capped upside, and fees are high. These are income EXPERIMENTS with money you can afford to lose — not dividend investing. (They pay weekly, not daily; true daily distribution remains money-market territory.)
| Ticker | Notes / screening |
|---|---|
| AMDY | YieldMax on AMD · WEEKLY pay · extreme yield, extreme NAV-decay risk |
| NVDY | YieldMax on NVDA · WEEKLY pay · extreme yield, extreme NAV-decay risk |
| TSLY | YieldMax on TSLA · WEEKLY pay · extreme yield, extreme NAV-decay risk |
| APLY | YieldMax on AAPL · WEEKLY pay · extreme yield, extreme NAV-decay risk |
| AMZY | YieldMax on AMZN · WEEKLY pay · extreme yield, extreme NAV-decay risk |
| GOOY | YieldMax on GOOGL · WEEKLY pay · extreme yield, extreme NAV-decay risk |
| MSFY | YieldMax on MSFT · WEEKLY pay · extreme yield, extreme NAV-decay risk |
| TSMY | YieldMax on TSM · WEEKLY pay · extreme yield, extreme NAV-decay risk |
| YMAX | YieldMax fund-of-funds (all YieldMax ETFs) · WEEKLY pay · diversified decay |
| MSST | YieldMax MSFT Target 25™ (Nov 2025) · WEEKLY pay · 25% target distribution |
| NVIT | YieldMax NVDA Target 25™ · WEEKLY pay · 25% target distribution |
Defensive sleeves: US aggregate bonds (AGG), inflation-protected Treasuries (TIP), gold (GLD).
| Ticker | Notes / screening |
|---|---|
| GLD | Gold |
| AGG | US aggregate bonds |
| TIP | TIPS inflation-protected Treasuries · ER ~0.19% |
Spot BTC/ETH exposure via ETFs — direct crypto (CRYPTA/Paxos) is NOT available on this paper account. Decisions for this segment pass an additional deterministic Crypto Filter (Fear & Greed Index + SMA200 trend): buys are blocked under a broken trend or at extreme greed; shorts are blocked in an uptrend with extreme fear. Crypto is 24/7 and volatile — expect large swings.
| Ticker | Notes / screening |
|---|---|
| IBIT | iShares Bitcoin Trust — spot BTC |
| FBTC | Fidelity Bitcoin Trust — spot BTC |
| ETHA | iShares Ethereum Trust — spot ETH |
| FETH | Fidelity Ethereum Trust — spot ETH |
ETFs whose indices are screened for sharia compliance (screening explained below).
| Ticker | Notes / screening |
|---|---|
| SPUS | S&P 500 Sharia Industry Exclusions · ER 0.45% |
| HLAL | FTSE USA Shariah (AAOIFI screen) · ER ~0.40% |
| UMMA | Dow Jones Islamic World · ER 0.65% |
Islamic indices (e.g. S&P 500 Sharia, FTSE USA Shariah, Dow Jones Islamic) screen companies with roughly these criteria:
| Criterion | Common rule |
|---|---|
| Excluded sectors | Removed: conventional finance (riba), alcohol, gambling, tobacco, pork, adult entertainment, other non-halal defense |
| Financial ratios | Interest-bearing debt < ~33% of market value; interest-bearing assets (cash/interest) < ~33–40%; receivables < ~33–49% |
| Purification | Any non-halal income portion is donated — some funds do this automatically |
Screening standards follow AAOIFI / S&P / FTSE per each ETF's index. This bot merely trades the ETFs — it is not a fatwa body; consult your own sharia advisor for personal compliance decisions.
Note: UCITS variants (European listings, e.g. ISWD/VHYL/USDV) cannot be resolved by this paper account (no European market data) — that is why only the US-listed versions are used.
Prices & executions: live from IBKR (delayed ~15–20 min, no realtime subscription) · Fundamentals & historical prices for the AI: yfinance · analysis engine: AI agents.
ETFs have no per-company financial statements, so the fundamentals/valuation agents often report insufficient data — ETF decisions lean on technical & sentiment signals instead. This is expected, not an error.
Everything here is a paper-trading simulation for learning — not investment advice. Past performance (including backtest results) does not guarantee future results.