Optimization results explained

What you are looking at

After you run Optimize portfolio (or finish the TRINITY Optimized Portfolios flow), IRIS shows a proposal: proposed positions sized under the risk settings you entered. Nothing is sold or bought until you confirm through your normal trade workflow.

Line-by-line fields

Field	How to use it
Symbol	The ticker that passed DIONYSUS filters and ranking for this run.
Shares	Whole-share count after rounding—tiny weights can round to zero and disappear.
Entry	Modeled buy price—often near the last analysis price; not a filled execution price.
% of Account	Concentration check; large single names may clash with your own diversification rules even if within TRINITY caps.
Stop loss	Risk-management anchor from technical context—not a live broker order until you place one.
Target	Planning anchor from analysis—not a guarantee.
Risk / reward	Distance to stop vs target expressed as a ratio—higher is more “efficient” on paper; reality includes gaps and slippage.
Stage / signal	Echo of ATHENA inputs at run time; if analysis changed since yesterday, a re-run can shift weights.
Optimizer diagnostics	Short notes when sector caps, turnover limits, or vol targets tightened the book—read these before accepting. See Constraint packs and optimizer diagnostics.

After you click accept

You should still verify cash, margin, tax lots, and liquidity outside TRINITY. Optimization respects numeric knobs you typed—not your personal tax situation.

Further reading

• Portfolio optimization with DIONYSUS
• Glossary — % of Account, Stop Loss, Target Price

Educational disclaimer

TRINITY provides tools and education, not personalized investment advice. Consult a qualified professional before making financial decisions. See Disclosures.