Mike's account
$191,964.70Schwab portfolio valuePerformance pulse
Mike's portfolio pulse.
A simple read on account value, cash, market direction, and whether Charlie should ask Mike to take action.
Back to TodayHistoryCharlie's portfolio answer
Verify 8 stops before adding risk.
Market check: SPY is building; QQQ is building. Charlie can see Mike's account, but stop coverage is the first action. This page should help Mike clean up protection before considering new buys.
SPY
BuildingS&P 500 ETF todayQQQ
BuildingNasdaq 100 ETF todayStops to verify
8Handle before adding riskCash ready
$15,456.45Available to tradeManual Schwab ticket
Type any ticker Mike wants to act on.
Use this when Mike finds something in IBD 50, an article, Schwab, or another source and wants Charlie to draft the order before he approves it.
Type the ticker from IBD 50, an article, Schwab, or another source to start a draft ticket.
Account check
Schwab is connected.
- Last checked: May 31, 2026, 7:56 PM ET
- Positions Charlie can see: 14
- Cash available for a possible trade: $15,456.45
- Stops found by Schwab: 0 open stop order(s)
- Schwab website double-check: Needs review
- Manual Schwab review: Needs review
- Recent account activity: No recent trades found in the last 364 days
- Largest position: AVGO (20.3%)
What Charlie should notice
Verify 8 stops before adding risk.
Market check: SPY is building; QQQ is building. Charlie can see Mike's account, but stop coverage is the first action. This page should help Mike clean up protection before considering new buys.
Charlie recently checked thisA Charlie research refresh is already queued or running.
Source recovery
Voss has the IBD handoff.
Charlie detected a source access wall and handed it to Voss. Dad does not need to touch the M2. Voss should alert Will, wait for manual remote clearance, then rerun the source checks so Charlie can resume.
IBD Big Cap 20Jun 12, 2026, 2:39 PM ET
Stage 1.5
Protective stop drafts
approval gate
Charlie can draft Schwab-compatible protective sell-stop payloads for existing positions that still have unverified stop coverage. This does not place orders. It gives us an audit trail before Mike explicitly approves submission.
8 draft stop(s) availableLast saved May 17, 2026, 8:30 PM ET
TickerSharesStopRisk
BPTRX79.152$232.59$1,601.24
VOO20$639.85$1,112.80
GOOGL30$349.91$912.90
AMZN40$248.99$866.00
WMB149$65.68$850.79
NVDA50$194.25$844.50
SMH11$551.02$527.01
WT100.1581$17.53$152.24
Approval status
Stage 2 starts from a draft. Helm records explicit approval before attempting a Schwab submission, then polls Schwab for an order ID and status. No recommendation or chat message submits by itself.
Manual orders
Buy, sell, stop, trailing-stop drafts
approve first
Position cards now create manual Schwab tickets for Mike's next action: buy now, sell, set a fixed stop, or set a trailing stop. These are saved as an audit trail and are not submitted to Schwab until Mike presses the approval button for that specific ticket.
16 manual ticket(s) savedset stop BPTRX May 29, 2026, 11:56 AM ET
Last Schwab result
Schwab did not place the set trailing stop order for 20 share(s) of VOO. No live order is active. Schwab says: This order may result in an oversold/overbought position in your account. Please check your position quantity and/or open orders. Next: check Schwab Order Status, share quantity, and open orders before retrying. The Schwab Developer Portal Order Limit is already set to 120 order requests per minute.
Live-order readiness
Not ready for live retry. Helm can still draft and record approval, but live submit should stay conservative until Schwab Order Status and VOO share quantity/open orders explain the rejection. The Schwab app Order Limit is already 120 order requests per minute.
Why this matters
This gives Charlie a clean record of what Mike intended before Helm is allowed to execute orders. Each ticket now has its own approval/execute path; if live submission is disabled, Helm records the approval and tells you exactly why Schwab was not called.
Benchmarks
Market scoreboard
Schwab history
These are Charlie's market yardsticks. They tell Mike whether the broad market is helping or hurting before Charlie asks him to add risk.
S&P 500 ETFSPY
$741.46TodayBuilding
1DNo data
7DNo data
1MNo data
Nasdaq 100 ETFQQQ
$721.67TodayBuilding
1DNo data
7DNo data
1MNo data
Dow ETFDIA
$513.37TodayBuilding
1DNo data
7DNo data
1MNo data
Russell 2000 ETFIWM
$293.19TodayBuilding
1DNo data
7DNo data
1MNo data
Rolling comparison
Portfolio vs. SPY and QQQ
history pending
Charlie needs fresh Schwab market-data history before this comparison can draw.
Mike's portfolio bars estimate today's holdings mix using Schwab historical price data and cash as 0%. SPY and QQQ use the same Schwab market-data candles. Helm still archives true daily account snapshots in the background.
Current positions
Stop evidence Charlie must account for first
This shows where Helm found stop protection before Charlie recommends any new risk. Browser-confirmed Schwab.com rows count as evidence, so Dad can tell when a stop already exists and avoid creating a duplicate.
AVGO
$38,868.99
87 shares · 20.3% of portfolio
browser-confirmed
Cost basis
$27,560.24
+41.0% vs. recorded cost.
Charlie note
AVGO is a core-sized holding. Charlie should challenge any add unless IBD/source evidence is unusually strong.
Stop evidence
Open Schwab.com order found
AVGO has Schwab.com browser proof for a trailing stop 15.00 % near $375.95 with 15% trailing stop.
- Source
- Schwab.com browser order page
- Order
- trailing stop 15.00 %
- Status
- Open
- Trigger
- $375.95
- Trail
- 15% trailing stop
- Confirmed
- May 25, 2026, 5:39 PM ET
- Account
- account 2
Next stop action
Dad does not need to create another AVGO stop right now. Keep this browser-confirmed order on the Schwab order-status watchlist.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
BPTRX
$20,011.21
79.152 shares · 10.4% of portfolio
needs stop
Cost basis
$20,000.00
+0.1% vs. recorded cost.
Charlie note
BPTRX is already near Mike's single-position guardrail. Charlie should favor hold or stop cleanup before another buy.
Stop evidence
No stop evidence found
Helm checked Schwab positions plus available order evidence and did not find a stop mapped to BPTRX.
- Source
- No mapped stop
- Account
- account 2
Next stop action
Create or import a Schwab stop confirmation for BPTRX before Charlie recommends adding risk.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
ASML
$16,127.60
10 shares · 8.4% of portfolio
browser-confirmed
Cost basis
$15,171.78
+6.3% vs. recorded cost.
Charlie note
ASML is already near Mike's single-position guardrail. Charlie should favor hold or stop cleanup before another buy.
Stop evidence
Open Schwab.com order found
ASML has Schwab.com browser proof for a trailing stop 12.00 % near $1,453.76 with 12% trailing stop.
- Source
- Schwab.com browser order page
- Order
- trailing stop 12.00 %
- Status
- Open
- Trigger
- $1,453.76
- Trail
- 12% trailing stop
- Confirmed
- May 25, 2026, 5:39 PM ET
- Account
- account 2
Next stop action
Dad does not need to create another ASML stop right now. Keep this browser-confirmed order on the Schwab order-status watchlist.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
AAPL
$15,617.14
50.0453 shares · 8.1% of portfolio
browser-confirmed
Cost basis
$942.64
+1556.7% vs. recorded cost.
Charlie note
AAPL is already near Mike's single-position guardrail. Charlie should favor hold or stop cleanup before another buy.
Stop evidence
Open Schwab.com order found
AAPL has Schwab.com browser proof for a trailing stop 12.00 % near $274.02 with 12% trailing stop.
- Source
- Schwab.com browser order page
- Order
- trailing stop 12.00 %
- Status
- Open
- Trigger
- $274.02
- Trail
- 12% trailing stop
- Confirmed
- May 25, 2026, 5:39 PM ET
- Account
- account 2
Next stop action
Dad does not need to create another AAPL stop right now. Keep this browser-confirmed order on the Schwab order-status watchlist.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
VOO
$13,909.80
20 shares · 7.3% of portfolio
needs stop
Cost basis
$13,594.60
+2.3% vs. recorded cost.
Charlie note
VOO is small enough to review, but the missing stop is still the first housekeeping item.
Stop evidence
No stop evidence found
Helm checked Schwab positions plus available order evidence and did not find a stop mapped to VOO.
- Source
- No mapped stop
- Account
- account 2
Next stop action
Create or import a Schwab stop confirmation for VOO before Charlie recommends adding risk.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
GOOGL
$11,410.20
30 shares · 5.9% of portfolio
needs stop
Cost basis
$11,666.25
-2.2% vs. recorded cost.
Charlie note
GOOGL is small enough to review, but the missing stop is still the first housekeeping item.
Stop evidence
No stop evidence found
Helm checked Schwab positions plus available order evidence and did not find a stop mapped to GOOGL.
- Source
- No mapped stop
- Account
- account 2
Next stop action
Create or import a Schwab stop confirmation for GOOGL before Charlie recommends adding risk.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
AMZN
$10,825.60
40 shares · 5.6% of portfolio
needs stop
Cost basis
$10,603.40
+2.1% vs. recorded cost.
Charlie note
AMZN is small enough to review, but the missing stop is still the first housekeeping item.
Stop evidence
No stop evidence found
Helm checked Schwab positions plus available order evidence and did not find a stop mapped to AMZN.
- Source
- No mapped stop
- Account
- account 2
Next stop action
Create or import a Schwab stop confirmation for AMZN before Charlie recommends adding risk.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
WMB
$10,637.11
149 shares · 5.5% of portfolio
needs stop
Cost basis
$2,830.36
+275.8% vs. recorded cost.
Charlie note
WMB is small enough to review, but the missing stop is still the first housekeeping item.
Stop evidence
No stop evidence found
Helm checked Schwab positions plus available order evidence and did not find a stop mapped to WMB.
- Source
- No mapped stop
- Account
- account 2
Next stop action
Create or import a Schwab stop confirmation for WMB before Charlie recommends adding risk.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
NVDA
$10,557.00
50 shares · 5.5% of portfolio
needs stop
Cost basis
$10,979.25
-3.8% vs. recorded cost.
Charlie note
NVDA is small enough to review, but the missing stop is still the first housekeeping item.
Stop evidence
No stop evidence found
Helm checked Schwab positions plus available order evidence and did not find a stop mapped to NVDA.
- Source
- No mapped stop
- Account
- account 2
Next stop action
Create or import a Schwab stop confirmation for NVDA before Charlie recommends adding risk.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
TSM
$8,369.00
20 shares · 4.4% of portfolio
browser-confirmed
Cost basis
$7,723.50
+8.4% vs. recorded cost.
Charlie note
TSM has room to review, but Charlie still needs fresh source confirmation before any add.
Stop evidence
Open Schwab.com order found
TSM has Schwab.com browser proof for a trailing stop 12.00 % near $371.25 with 12% trailing stop.
- Source
- Schwab.com browser order page
- Order
- trailing stop 12.00 %
- Status
- Open
- Trigger
- $371.25
- Trail
- 12% trailing stop
- Confirmed
- May 25, 2026, 5:39 PM ET
- Account
- account 2
Next stop action
Dad does not need to create another TSM stop right now. Keep this browser-confirmed order on the Schwab order-status watchlist.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
SMH
$6,588.23
11 shares · 3.4% of portfolio
needs stop
Cost basis
$6,367.85
+3.5% vs. recorded cost.
Charlie note
SMH is small enough to review, but the missing stop is still the first housekeeping item.
Stop evidence
No stop evidence found
Helm checked Schwab positions plus available order evidence and did not find a stop mapped to SMH.
- Source
- No mapped stop
- Account
- account 2
Next stop action
Create or import a Schwab stop confirmation for SMH before Charlie recommends adding risk.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
GS
$6,153.36
6 shares · 3.2% of portfolio
browser-confirmed
Cost basis
$4,063.82
+51.4% vs. recorded cost.
Charlie note
GS has room to review, but Charlie still needs fresh source confirmation before any add.
Stop evidence
Open Schwab.com order found
GS has Schwab.com browser proof for a trailing stop 12.00 % near $884.47 with 12% trailing stop.
- Source
- Schwab.com browser order page
- Order
- trailing stop 12.00 %
- Status
- Open
- Trigger
- $884.47
- Trail
- 12% trailing stop
- Confirmed
- May 25, 2026, 5:39 PM ET
- Account
- account 2
Next stop action
Dad does not need to create another GS stop right now. Keep this browser-confirmed order on the Schwab order-status watchlist.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
LLY
$5,525.00
5 shares · 2.9% of portfolio
browser-confirmed
Cost basis
$5,226.45
+5.7% vs. recorded cost.
Charlie note
LLY has room to review, but Charlie still needs fresh source confirmation before any add.
Stop evidence
Open Schwab.com order found
LLY has Schwab.com browser proof for a trailing stop 12.00 % near $941.73 with 12% trailing stop.
- Source
- Schwab.com browser order page
- Order
- trailing stop 12.00 %
- Status
- Open
- Trigger
- $941.73
- Trail
- 12% trailing stop
- Confirmed
- May 25, 2026, 5:39 PM ET
- Account
- account 2
Next stop action
Dad does not need to create another LLY stop right now. Keep this browser-confirmed order on the Schwab order-status watchlist.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
WT
$1,908.01
100.1581 shares · 1.0% of portfolio
needs stop
Cost basis
$1,888.50
+1.0% vs. recorded cost.
Charlie note
WT is small enough to review, but the missing stop is still the first housekeeping item.
Stop evidence
No stop evidence found
Helm checked Schwab positions plus available order evidence and did not find a stop mapped to WT.
- Source
- No mapped stop
- Account
- account 2
Next stop action
Create or import a Schwab stop confirmation for WT before Charlie recommends adding risk.
Manual Schwab ticket
Charlie drafts first. Mike must approve this exact ticket before Schwab is called.
Use shares, a dollar amount, or an optional limit price. Charlie converts dollars to an approximate share quantity using Helm's current price estimate.
Notes
What Charlie is diagnosing
WorkingSchwab historical prices
Charlie does not have fresh Schwab market-data price history loaded, so SPY/QQQ and ticker return comparisons are still pending.
What Charlie is doing
Charlie will run the Schwab Market Data worker and fetch daily price-history candles for the benchmarks and current holdings.
Next clear step
Run the market-data refresh or wait for the next source cycle.
Needs reviewStop-loss coverage
8 current position(s) do not have a Schwab-detected open stop order or manual stop price in Helm. The latest order scan checked 2 linked account(s), 365 days of orders, and found 0 open stop order(s).
What Charlie is doing
Charlie is using Schwab's open-order feed before asking Mike to add stops, then ranking the uncovered positions by portfolio weight.
Next clear step
Start with BPTRX, VOO, GOOGL.