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Set momentum entry filter — require RSI > 50 AND weekly_trend = +1.0 before any buy

config

enhancementNew feature or requestNew feature or request

medium-priority

portfolio-review

Status: Open.

#122 In mikejamescalvert/Financial-Agent;

· github-actions opened on Mar 27, 2026

Tighten stop-loss to 5% and lower take-profit entry threshold to 15%

config

enhancementNew feature or requestNew feature or request

medium-priority

portfolio-review

Status: Open.

#121 In mikejamescalvert/Financial-Agent;

· github-actions opened on Mar 27, 2026

Reconfigure watchlist — remove JNJ/JPM, add short-side or high-beta names

enhancementNew feature or requestNew feature or request

medium-priority

portfolio-review

watchlist

Status: Open.

#120 In mikejamescalvert/Financial-Agent;

· github-actions opened on Mar 27, 2026

Hold cash — do NOT force entries in a broad market downtrend

enhancementNew feature or requestNew feature or request

high-priority

portfolio-review

strategy

Status: Open.

#119 In mikejamescalvert/Financial-Agent;

· github-actions opened on Mar 27, 2026

Exit JNJ — wrong instrument for a momentum strategy

enhancementNew feature or requestNew feature or request

high-priority

portfolio-review

strategy

Status: Open.

#118 In mikejamescalvert/Financial-Agent;

· github-actions opened on Mar 27, 2026