Morning brief — 2026-08-17

🥊 2026-08-17 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $281,724.41

Account	Balance	Positions
WALMART RSU	$45,438.17	0
Individual - TOD	$67,236.82	3
Individual - TOD	$158,082.56	4
ROTH IRA	$10,966.86	3

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 155
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

AAPL — ERROR

Credit balance is too low

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AMD — ERROR

Credit balance is too low

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AMT — ERROR

Credit balance is too low

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AVGO — ERROR

Credit balance is too low

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CARR — ERROR

Credit balance is too low

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CCL — ERROR

Credit balance is too low

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CI — ERROR

Credit balance is too low

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CINF — ERROR

Credit balance is too low

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CMI — ERROR

Credit balance is too low

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COST — ERROR

Credit balance is too low

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CTVA — ERROR

Credit balance is too low

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CVS — ERROR

Credit balance is too low

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ECL — ERROR

Credit balance is too low

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EIX — ERROR

Credit balance is too low

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FERG — ERROR

Credit balance is too low

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FIX — ERROR

Credit balance is too low

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HAL — ERROR

Credit balance is too low

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HON — ERROR

Credit balance is too low

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IR — ERROR

Credit balance is too low

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LIN — ERROR

Credit balance is too low

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MO — ERROR

Credit balance is too low

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MU — ERROR

Credit balance is too low

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PGR — ERROR

Credit balance is too low

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RSG — ERROR

Credit balance is too low

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T — ERROR

Credit balance is too low

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UPS — ERROR

Credit balance is too low

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VRT — ERROR

Credit balance is too low

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VTR — ERROR

Credit balance is too low

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WM — ERROR

Credit balance is too low

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WRB — ERROR

Credit balance is too low

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