Two-Year Report
An actual IRA run. ANNIE made the trading decisions, and I did not interfere by substituting my investment judgment.
The Experiment
For two years, ANNIE made the buy and sell decisions in my IRA and executed the trades automatically. I did not cherry-pick signals, skip trades I disliked, or step in when I thought I knew better. My job was basically to stay out of the way.
Broker-Verified Record
Kinfo was connected to my Charles Schwab IRA. Its broker-verified record imports trading activity daily from Schwab, not manual entry. According to Kinfo, verified records cannot have trades added, removed, or edited to manipulate the result.
Evidence
The trades are public. The statistics are reproducible. Check them yourself.
Underlying Record
The supplied Schwab records include the realized lots, complete transaction ledger, and daily account balances behind this static report.
Visible Metrics
Trade statistics use Schwab realized closed lots. Daily risk statistics use the supplied account balances on the fixed NYSE session calendar and cash-flow adjustments from the transaction ledger. Benchmark metrics are omitted because these files do not contain a fixed daily benchmark series.
Past performance is historical and does not guarantee future results.
See What ANNIE Is Trading