AI Controlled Portfoilo Update: 6/25/25

Note: this experiment is no longer active. I recently had a better idea to put ChatGPT and DeepSeek against eachother with the same concept. Check it out on my profile!

AI Trading Experiment – Daily Update (6/25/2025)

Status: Orders Executed — The Experiment Is Now Live

Due to wide bid-ask spreads common in micro-cap stocks, the original limit orders weren’t realistic. After re-evaluating with the AI, we adjusted entries to reflect actual liquidity, and all orders were successfully executed on 6/25 using real capital.

Executed Positions:

• MYO – Myomo Inc.
  14 shares @ $2.37 → Total: $33.18
  Close: $2.30 (−2.54%) → Value: $32.20
• CADL – Candel Therapeutics
  5 shares @ $4.93 → Total: $24.65
  Close: $4.85 (−1.62%) → Value: $24.25
• CPSH – CPS Technologies
  10 shares @ $3.02 → Total: $30.20
  Close: $2.89 (−4.30%) → Value: $28.90

Portfolio Summary:

• Total Invested: $88.03
• Current Portfolio Value: $85.35
• Cash Remaining: $11.97
• Unrealized PnL: −$2.68

These are real filled positions using real money. The experiment is now officially underway.

AI Portfolio Reaction (Based on 6/25 close):

1. MYO – Myomo:
   Slight dip, no red flags. Volume and news were quiet.
   Decision: Hold
2. CADL – Candel:
   Held price in a weak biotech market. Shows relative strength.
   Decision: Hold
3. CPSH – CPS Technologies:
   Down 4.6%, but light volume — normal volatility for illiquid micro-caps.
   Decision: Hold

Stop-Loss Review:
No stops triggered. Each position still has 10–15% room before triggering stops. No adjustments needed.

Plan for 6/26:
No trades, no rebalances, no stop adjustments. The AI recommends letting the initial entries play out and watching volume for signs of abnormal moves.

Important Note:
After this first red day, I asked the AI whether it needed more than just closing prices to make smart decisions. It responded with the following checklist:

• Portfolio summary (shares, execution price, current price, cash)
• Volume vs average volume
• Relevant news or earnings updates
• Russell 2000 % change (as benchmark)
• Optional technicals: price/volume notes, bid/ask spread, RSI, moving averages

After giving it all that, the AI simply responded:

“Hold all positions.
No stop-loss changes.
Watch CPSH tomorrow — could be make-or-break day.
Cash stays parked for now. No new entry meets our standard.”

That’s it for today. No changes. Check back tomorrow for the next update!