Long hold plans (months to years) for every stock of the list: an accumulation zone with a buy-by time, average-down levels, sell points with dates, a weekly-close stop and the sell warnings. Watch list hardware of openstock, 5 stocks.
Updated 2026-10-30 21:30:02 ET · times are US Eastern
Toxic asset: Negative shareholders' equity (liabilities exceed assets); Altman Z'' under 1.1 (-5.77); warning signs: Current ratio under 1, Debt above the market cap
Price 644.58 · fundamentals 87/100 · cap 150.67B · 44% under its 5y high · 0.93x the 200 day · 1y vs SPY +120%
Now: Holding 50% of the full size at an average 630.49; next: sell 25% of the holding at 1,008.78 (Sell 1, around Tue Mar 21 2028); stop 407.30 on a weekly close.
Entry: buy 50%586.36 – 630.49Bought Fri Oct 23 2026 21:30 ET
Stop (weekly close)407.30a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken
Average down (only before Sell 1)
Average down 1: buy 25% 554.83 -12.0%
Average down 2: buy 25% 479.17 -24.0%
Sell points
Sell 1: sell 25% of the holding 1,008.78 +60.0%around Tue Mar 21 2028 16:00 ET
Sell 2: sell 33% of the holding 1,311.42 +108.0%around Fri Dec 29 2028 16:00 ET
Sell 3: sell 50% of the holding 1,770.42 +180.8%around Wed Nov 21 2029 16:00 ET
The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.
Issued Fri Oct 23 2026 21:30 ET at 630.49
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.
Plan history (2)
Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 630.49
Fri Oct 23 2026 21:30 ET Plan issued at 630.49
fundamentals 87/100 (strong); 44% under its 5 year high; 0.93x the 200 day average; 1y +120% vs SPY; trend +150% a year
Price 424.30 · fundamentals 67/100 · cap 319.15B · 29% under its 5y high · 1.28x the 200 day · 1y vs SPY +136%
No entry plan: Toxic asset: Negative shareholders' equity (liabilities exceed assets); Altman Z'' under 1.1 (0.55); warning signs: Current ratio under 1
If you hold it
SELL Toxic asset: a reverse split with severe financial distress or delisting risk since Fri Oct 30 2026 16:00 ET
fundamentals 67/100 (toxic); 29% under its 5 year high; 1.28x the 200 day average; 1y +136% vs SPY; trend +64% a year
Price 2.62 · fundamentals 33/100 · cap 731.49M · 86% under its 5y high · 0.82x the 200 day · 1y vs SPY +46%
No entry plan: Toxic asset: Negative shareholders' equity (liabilities exceed assets); Altman Z'' under 1.1 (-5.77); warning signs: Current ratio under 1, Debt above the market cap
If you hold it
SELL Toxic asset: a reverse split with severe financial distress or delisting risk since Fri Oct 30 2026 16:00 ET
SELL Fundamentals score fell to 33: the company no longer qualifies since Fri Oct 30 2026 16:00 ET
fundamentals 33/100 (toxic); 86% under its 5 year high; 0.82x the 200 day average; 1y +46% vs SPY; trend +11% a year
Price 10.36 · fundamentals 32/100 · cap 497.64M · 78% under its 5y high · 0.49x the 200 day · 1y vs SPY -72%
No entry plan: Fundamentals score 32: weak fundamentals
If you hold it
SELL Fundamentals score fell to 32: the company no longer qualifies since Fri Oct 30 2026 16:00 ET
TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET
fundamentals 32/100 (weak); 78% under its 5 year high; 0.49x the 200 day average; 1y -72% vs SPY; trend -7% a year; At risk: Altman Z'' under 1.1 (0.04); warning signs: Current ratio under 1, Negative EBITDA and free cash flow
FAM long hold score 0-100: company fundamentals 50 (profitability, valuation, financial health, growth, analyst view), value 20 (under the 5 year high, price against the 200 day average), health 30 (200 day and 50 week averages, weekly RSI, a year vs SPY, trend line). Rating: BUY (accumulate now), ACCUMULATE (a good company, but stretched: the zone waits near the 200 day average), WATCH (limited data, overheated, a downtrend or a low score), AVOID (weak fundamentals or a toxic asset). Open the fundamentals report of a stock for every check. Warnings: SELL sells what is left now, TRIM takes some profit, WATCH is a heads up. After a stop or a sell signal a stock sits out for 14 days. Not financial advice.
OSA FAM (Open Stock Analysis Fundamental Analysis Model) by Datareel Software Development. Rules based estimate from public market data. It is not financial advice and it cannot foresee news or events that move a stock. Do your own research.
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