Public trading strategy
Upstart is proving that AI can revolutionize lending by better assessing borrowe
Created
Thesis
Upstart is proving that AI can revolutionize lending by better assessing borrower risk, which is translating directly into surging loan growth and a higher stock price. Meanwhile, the broader economy is running so hot that bond markets are spooked — but for a lender like Upstart, a hot economy means more loan demand and higher interest spreads. When an overheating economy meets AI efficiency, digital lenders capture the upside of massive borrowing volume without taking on excessive default risk.
Markets and timeframes
Latest published rule evaluation
Evaluated . This is a dated rule snapshot, not a live price or trade execution confirmation.
SOFI · 1d
4 of 8 published entry conditions marked met.
- RSI (14) above 40 — met
- RSI (14) below 55 — far
- EMA (9) crossed above EMA (21) — near
- ADX (14) above 20 — met
- RSI (14) above 40 — met
- RSI (14) below 55 — far
- EMA (9) crossed above EMA (21) — near
- ADX (14) above 20 — met
- RSI (14) above 70 — far
- EMA (9) crossed below EMA (21) — near
UPST · 1d
2 of 8 published entry conditions marked met.
- RSI (14) above 40 — met
- RSI (14) below 55 — far
- EMA (9) crossed above EMA (21) — near
- ADX (14) above 20 — far
- RSI (14) above 40 — met
- RSI (14) below 55 — far
- EMA (9) crossed above EMA (21) — near
- ADX (14) above 20 — far
- RSI (14) above 70 — far
- EMA (9) crossed below EMA (21) — near
Entry and exit at a glance
These are the named rules in the shared configuration. Review the full conditions below before using a strategy.
- Entry: RSI/EMA/ADX Crossover Long (UPST@1d) (4 conditions)
- Entry: RSI/EMA/ADX Crossover Long (SOFI@1d) (4 conditions)
- Entry: RSI/EMA/ADX Crossover Long (UPST@1d) (4 conditions)
- Entry: RSI/EMA/ADX Crossover Long (SOFI@1d) (4 conditions)
- Entry: Long Entry Signal (UPST@1d) (2 conditions)
- Entry: Long Entry Signal (SOFI@1d) (2 conditions)
- Exit: Overbought RSI Exit (UPST@1d) (3 conditions)
- Exit: Overbought RSI Exit (SOFI@1d) (3 conditions)
- Exit: TP: Fib Extension 127.2% (UPST@1d) (1 condition)
- Exit: TP: Fib Extension 127.2% (SOFI@1d) (1 condition)
- Exit: SL: Below Support[2] (UPST@1d) (1 condition)
- Exit: SL: Below Support[2] (SOFI@1d) (1 condition)
- Exit: Stop Loss at 2.5% (1 condition)
- Exit: Take Profit at 5.0% (1 condition)
Shared strategy rules
Rule configuration
{
"data_dependencies": [
{
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
{
"symbol": "STOCK:SOFI",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 55
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_upst",
"name": "RSI/EMA/ADX Crossover Long (UPST@1d)",
"priority": 1,
"trade_symbol": "STOCK:UPST"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 55
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_sofi",
"name": "RSI/EMA/ADX Crossover Long (SOFI@1d)",
"priority": 2,
"trade_symbol": "STOCK:SOFI"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 55
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_2_upst",
"name": "RSI/EMA/ADX Crossover Long (UPST@1d)",
"priority": 2,
"trade_symbol": "STOCK:UPST"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 55
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_2_sofi",
"name": "RSI/EMA/ADX Crossover Long (SOFI@1d)",
"priority": 3,
"trade_symbol": "STOCK:SOFI"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "low",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "support_level"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_3_upst",
"name": "Long Entry Signal (UPST@1d)",
"priority": 2,
"trade_symbol": "STOCK:UPST"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "low",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "support_level"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_3_sofi",
"name": "Long Entry Signal (SOFI@1d)",
"priority": 3,
"trade_symbol": "STOCK:SOFI"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 70
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_below",
"right": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 40
}
}
],
"enabled": true,
"id": "exit_1_upst",
"name": "Overbought RSI Exit (UPST@1d)",
"priority": 1,
"purpose": "signal",
"target_symbol": "STOCK:UPST"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 70
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_below",
"right": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 40
}
}
],
"enabled": true,
"id": "exit_1_sofi",
"name": "Overbought RSI Exit (SOFI@1d)",
"priority": 2,
"purpose": "signal",
"target_symbol": "STOCK:SOFI"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"ratio": 1272,
"type": "fibonacci_extension"
}
}
],
"enabled": true,
"id": "exit_2_upst",
"name": "TP: Fib Extension 127.2% (UPST@1d)",
"priority": 96,
"purpose": "take_profit",
"target_symbol": "STOCK:UPST"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"ratio": 1272,
"type": "fibonacci_extension"
}
}
],
"enabled": true,
"id": "exit_2_sofi",
"name": "TP: Fib Extension 127.2% (SOFI@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:SOFI"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_upst",
"name": "SL: Below Support[2] (UPST@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:UPST"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_sofi",
"name": "SL: Below Support[2] (SOFI@1d)",
"priority": 101,
"purpose": "stop_loss",
"target_symbol": "STOCK:SOFI"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2.5138
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.5%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 5.0276
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 5.0%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 25,
"method": {
"risk_percent": 2.5138,
"support_stop_rank": 2,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Indicator configuration
{
"indicators": [
{
"name": "rsi",
"period": 14
},
{
"name": "ema",
"period": 9
},
{
"name": "ema",
"period": 21
},
{
"name": "adx",
"period": 14
},
{
"name": "rsi",
"period": 14
},
{
"name": "ema",
"period": 9
},
{
"name": "ema",
"period": 21
},
{
"name": "adx",
"period": 14
}
]
}Parsed strategy
{
"data_dependencies": [
{
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
{
"symbol": "STOCK:SOFI",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 55
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_upst",
"name": "RSI/EMA/ADX Crossover Long (UPST@1d)",
"priority": 1,
"trade_symbol": "STOCK:UPST"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 55
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_sofi",
"name": "RSI/EMA/ADX Crossover Long (SOFI@1d)",
"priority": 2,
"trade_symbol": "STOCK:SOFI"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 55
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_2_upst",
"name": "RSI/EMA/ADX Crossover Long (UPST@1d)",
"priority": 2,
"trade_symbol": "STOCK:UPST"
},
{
"conditions": [
{
"left": {
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"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 40
}
},
{
"left": {
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"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
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},
"type": "indicator"
},
"operator": "less_than",
"right": {
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"value": 55
}
},
{
"left": {
"chart_ref": {
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"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "adx",
"indicator": {
"name": "adx",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_2_sofi",
"name": "RSI/EMA/ADX Crossover Long (SOFI@1d)",
"priority": 3,
"trade_symbol": "STOCK:SOFI"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "low",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
"rank": 1,
"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "support_level"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_3_upst",
"name": "Long Entry Signal (UPST@1d)",
"priority": 2,
"trade_symbol": "STOCK:UPST"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "low",
"type": "price"
},
"operator": "less_than_or_equal",
"right": {
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"type": "support_level"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"rank": 1,
"type": "support_level"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_3_sofi",
"name": "Long Entry Signal (SOFI@1d)",
"priority": 3,
"trade_symbol": "STOCK:SOFI"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
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},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 70
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_below",
"right": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 40
}
}
],
"enabled": true,
"id": "exit_1_upst",
"name": "Overbought RSI Exit (UPST@1d)",
"priority": 1,
"purpose": "signal",
"target_symbol": "STOCK:UPST"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 70
}
},
{
"left": {
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"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 9
},
"type": "indicator"
},
"operator": "crossed_below",
"right": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 21
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 40
}
}
],
"enabled": true,
"id": "exit_1_sofi",
"name": "Overbought RSI Exit (SOFI@1d)",
"priority": 2,
"purpose": "signal",
"target_symbol": "STOCK:SOFI"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
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"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"ratio": 1272,
"type": "fibonacci_extension"
}
}
],
"enabled": true,
"id": "exit_2_upst",
"name": "TP: Fib Extension 127.2% (UPST@1d)",
"priority": 96,
"purpose": "take_profit",
"target_symbol": "STOCK:UPST"
},
{
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"conditions": [
{
"left": {
"chart_ref": {
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"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"ratio": 1272,
"type": "fibonacci_extension"
}
}
],
"enabled": true,
"id": "exit_2_sofi",
"name": "TP: Fib Extension 127.2% (SOFI@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:SOFI"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:UPST",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_upst",
"name": "SL: Below Support[2] (UPST@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:UPST"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:SOFI",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_sofi",
"name": "SL: Below Support[2] (SOFI@1d)",
"priority": 101,
"purpose": "stop_loss",
"target_symbol": "STOCK:SOFI"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2.5138
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.5%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 5.0276
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 5.0%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 25,
"method": {
"risk_percent": 2.5138,
"support_stop_rank": 2,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Strategy instructions
Trading agent generated from recommendation idea 'Upstart is proving that AI can revolutionize lending by better assessing borrower risk, which is translating directly into surging loan growth and a higher stock price. Meanwhile, the broader economy is running so hot that bond markets are spooked — but f'. Thesis: Upstart is proving that AI can revolutionize lending by better assessing borrower risk, which is translating directly into surging loan growth and a higher stock price. Meanwhile, the broader economy is running so hot that bond markets are spooked — but for a lender like Upstart, a hot economy means more loan demand and higher interest spreads. When an overheating economy meets AI efficiency, digital lenders capture the upside of massive borrowing volume without taking on excessive default risk.
Performance
No trade count, win rate, or realized P&L figures are provided in this public preview. The thesis and shared rules do not establish a performance record.
What this public preview can establish
- The dated rule snapshot above shows the conditions evaluated at that time. It does not prove a current trigger or executed trade.
- Technical strategy fields are shared above. Inspect the actual conditions and check when they were evaluated before relying on them.
- No trade count, win rate, or P&L figure is published in this preview. It cannot establish a performance record.
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