Cached score snapshot

US.PFG · Principal Financial Group

110分制 48.6/110;5D動能v2 9/50;排序分 57.6/160 · Incomplete inputs

Ranking score 57.6/160
Main score 48.6/110
5D momentum v2 9/50
Rank #194
Setup grade F 26.8

Score breakdown

避免

Medium twelvedata

Score and price trend

F 26.8 Low sample confidence

Main score, 5D momentum v2, close price, and improving or exit-review turn signals are plotted from archived daily snapshots.

Move the mouse over the chart lines to inspect readings.

0 40 80 110 Score 06-09 07-23 09-03 09-24 10-14 $102.48$118.31$134.15 Price Projection date
Historical projection
Model Median P25/P75 歷史相似情境上漲比例 Down5 Actual / compare
Rolling DOE best · score 2.22 · anchors 120 +1.04% -0.37% / +2.95% 66.3% 0% Actual outcome pending · 1 / 3 bars observed
30D observation +7.12% +1.54% / +13.51% 80% 3.8% Actual outcome pending · 1 / 30 bars observed
Historical projection 10D n=160 +1.00% -0.35% / +3.12% 66.9% 0% Actual outcome pending · 1 / 10 bars observed

歷史情境統計基於已存檔相似 setup;圖中投影中位線為統計中位數的線性插值展示,並非價格路徑預測或買賣建議。

2026-06-09 → 2026-10-14 · 119 archived points · 8 Deteriorating signal

Summary

score_with_momentum_v2 = main score + 5D momentum v2

Ranking score 57.6
Display grade 避免
Model version cursor_18_27_news_v2_160
Main score 48.6/110 (避免)
5D momentum v2 9/50 (弱)
Score with momentum v2 57.6/160 (低排序)
Risk level Medium

Audit trace

Full calculation detail

Calculation detail · 8 sections

Incomplete score

此 snapshot 已計出評分,但以下輸入仍不完整;缺失維度以 0 分處理,請留意 audit 明细。

  • VIX_MISSING: VIX market context is required for market environment scoring

Market inputs

Bar count 60
ma20 112.3735
ma50 111.7624
close 111.31
prevClose 109.36
avgVolume20 984059
volumeRatio 1.15
changePercent 1.78

Metrics snapshot

close 111.31
volume 1128475
changePercent 1.78

110-point main rating

基本面5 + 資金流20 + 市場環境15 + 催化劑20 + 風險管理10 + 技術信號30 + 情緒10

Main score 48.6/110
Main rating 避免
5D momentum v2 9/50
Score with momentum v2 57.6/160
Formula score_with_momentum_v2 = main_score + momentum_5d_v2_score

基本面 — 3.3/5 · 一般

Dimension score 3.3/5
Dimension grade 一般

Sub-items

pbPoints 0.5
pePoints 0.5
epsPoints 0
roePoints 0.4
debtPoints 0.5
marginPoints 0
turnoverUsdM 125.6106
volumePoints 0.5
revenuePoints 0
dividendPoints 0.4
marketCapPoints 0.5

資金流 — 8.4/20 · 較差

Dimension score 8.4/20
Dimension grade 較差

Sub-items

cmfPoints 0.8
mfiPoints 0.8
obvPoints 4
vwapPoints 0.8

institutional

score 2

details

source optional-neutral

warning

code INSTITUTIONAL_DATA_OPTIONAL
symbol US.PFG
message Institutional ownership is unavailable; neutral 2/4 money-flow treatment used.
optional true
holderCount n/a
holderPoints 2
top10ShareRatio n/a
concentrationPenalty 0
institutionPoints 2

市場環境 — 6.6/15 · 較差

Dimension score 6.6/15
Dimension grade 較差

Sub-items

vix

score 0

details

source twelvedata+fred
missing true
vixClose n/a

trend

score 1.8

details

qqq

ma20 717.563
ma50 710.8924
name QQQ
close 709.24
points 0.4

spy

ma20 768.976
ma50 755.3408
name SPY
close 765.16
points 1.4
source twelvedata+fred
atrPct 1.8433
atrPoints 4
cciPoints 0.8
vixPoints 0
marketTrendPoints 1.8

催化劑 — 2/20 · 較差

Dimension score 2/20
Dimension grade 較差

Sub-items

catalyst

score 2

details

source finnhub_news_keyword_model
articleCount 5
catalystCount 0
catalystPoints 2

風險管理 — 7.4/10 · 良好

Dimension score 7.4/10
Dimension grade 良好

Sub-items

position

score 1.6

details

atrPct 1.8433
turnoverUsdM 125.6106
liquidityPoints 0.4
volatilityPoints 1.2
rrPoints 1.4

stopLevels

symbol US.PFG
rr_range 1:1.0-1:2.5
risk_profile 中等
stop_loss_price 107.2064

strength_details

ma_score 2
atr_score 2.5
rsi_score 2.5
macd_score 1
volume_score 2
market_adjustment 1
risk_reward_ratio 1.4
stop_loss_percent 3.7
take_profit_price 116.8755
target_multiplier 1.9
technical_strength 1.92
take_profit_percent 5
positionPoints 1.6
stopLossPoints 2.4

diversification

score 2

details

method sector concentration proxy; no portfolio holdings used
sector Financials
concentratedSectorPenalty 0
riskRewardRatio 1.3562
stopLossPercent 3.6866
diversificationPoints 2

技術信號 — 16.9/30 · 較差

Dimension score 16.9/30
Dimension grade 較差

Sub-items

bbPoints 2.4
adxPoints 3
sarPoints 1.2
vcpPoints 2.2
macdPoints 0.8

vcpPayload

vcp_pass false
vcp_score 2.2
vcp_reason 波幅收縮(9.3%→4.4%);跌縮量(近10日5日);靠近20日高位;Ready=Y;Confirm=N

vcp_metrics

up_days 3
vol_ref 1286056.6667
down_days 6
vcp_ready true
above_ma50 false
avg_vol_10 964200
avg_vol_20 987875
avg_vol_30 1286056.6667
range_pct_10 0.0444
range_pct_20 0.0715
range_pct_30 0.0928
up_expand_ok false
lookback_used 59
near_20d_high true
contraction_ok true
down_shrink_ok true
up_expand_days 0
breakout_20d_ok false
vol_ratio_10_30 0.7497
dist_to_20d_high 0.0455
down_shrink_days 5
breakout_level_20d 116.61
vcp_breakout_confirm false
contraction_ratio_10_30 0.4782
vcp_name_en Volatility Contraction Pattern
vcp_name_zh 波動收縮形態
vol_contraction true
kdjAdxPoints 0.7
rsiKdjPoints 1.6
volumeWeight 2
maCrossPoints 2.4
shortRsiPoints 0.4
shortMacdPoints 0.4
volConfirmPoints 0.6
volumePointsTechnical 1.2

情緒分析 — 4/10 · 較差

Dimension score 4/10
Dimension grade 較差

Sub-items

sentiment

score 4

details

source finnhub_news_keyword_model
articleCount 5
negativeHits 0
positiveHits 2
sentimentScoreRaw 1

sentimentData

raw {"id":141365176,"url":"https://finnhub.io/api/news?id=2fb9214ddcb61e7445aecb93161936272bafd93f0180e41bd4391e6f21380b77","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes? Let's find out.","category":"company","datetime":1787849102,"headline":"Principal Financial (PFG) Could Be a Great Choice"}, {"id":141365177,"url":"https://finnhub.io/api/news?id=a9fe4e53c3070f5243bedc831eb10e6333cbf1c5c81d8efeda7e98edfdc15930","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Principal Financial's expanded Featured Partner Program broadens private-market access in DC plans, potentially supporting asset growth and fee-generating retirement solutions.","category":"company","datetime":1787848260,"headline":"PFG Enhances Retirement Plans Through Partner Expansion"}, {"id":141365178,"url":"https://finnhub.io/api/news?id=fb0ed610cb49ce4a9f50ab5d042fde77c1d5d23bebf116ad2b8e98603be69d68","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Principal Financial (PFG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.","category":"company","datetime":1787761804,"headline":"Principal Financial (PFG) Down 2.2% Since Last Earnings Report: Can It Rebound?"}, {"id":141284335,"url":"https://finnhub.io/api/news?id=d6bfda002b7262b85f31df980523450e5797c502b5c5c3076f8ff735379e589e","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Principal Financial Group (PFG) has drawn attention after its market value reached about US$23.9b, supported by reported revenue of US$15.7b and net income of US$1.6b. Investors are reassessing the stock’s value and risk profile. See our latest analysis for Principal Financial Group. Over the past year, Principal Financial Group’s share price has moved higher overall, with a 23.62% year to date share price return and a 45.67% 1 year total shareholder return, while recent 7 day trading has...","category":"company","datetime":1787339644,"headline":"Principal Financial Group (PFG) Rallies As Fair Value Debate Tightens"}, {"id":141284336,"url":"https://finnhub.io/api/news?id=7f02246fc332c9ec7119f0fcf961d243a72e020758a71e1e62cc72f11d94bae4","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"The fair value estimate for Principal Financial Group has shifted from US$107.33 to US$109.58, pointing to a modest reset in where analysts see the stock’s price target today. This change comes alongside commentary that growth expectations have moved from low double digit to mid single digit levels and that the stock trades near the higher end of past ranges. This context is shaping how analysts frame upside and income appeal. As you read on, you will see how this updated price target fits...","category":"company","datetime":1787335795,"headline":"Principal Financial Group (PFG) Stock Fair Value Edges Higher After Analyst Commentary"}
raw_source {"id":141365175,"url":"https://finnhub.io/api/news?id=d09525598bae15e3154da84fb35b3209be5b55b3d31687ef1c8a365fc9aa9c11","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"DES MOINES, Iowa, September 01, 2026--Principal Financial Group® (Nasdaq: PFG) completed its acquisition of Beam Benefits effective today, September 1. As an employee benefits company serving more than 25,000 small businesses, Beam’s scalable, digital-first capabilities complement the Principal Benefits and Protection business and will further enhance the customer and broker experience.","category":"company","datetime":1788271200,"headline":"Principal® Completes Acquisition of Beam Benefits"}, {"id":141344255,"url":"https://finnhub.io/api/news?id=a299b766185dceb88655212608b26bdb4969b7720c7fa120d7c7e8941765af13","image":"","source":"SeekingAlpha","related":"PFG","summary":"","category":"company","datetime":1788003750,"headline":"Why The Fed Might Raise Rates Despite August Job Declines"}, {"id":141341224,"url":"https://finnhub.io/api/news?id=a70f356816315e6c1cffbf3ddb6582552dedd39464f32f29f67f627611d5c738","image":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1072593728/image_1072593728.jpg?io=getty-c-w1536","source":"SeekingAlpha","related":"PFG","summary":"Dividend activity recap for Champions, Contenders & Challengers: dividend changes plus upcoming ex-dividend and pay dates. See more here.","category":"company","datetime":1787954658,"headline":"Dividend Champion, Contender, And Challenger Highlights: Week August 30"}, {"id":141365176,"url":"https://finnhub.io/api/news?id=2fb9214ddcb61e7445aecb93161936272bafd93f0180e41bd4391e6f21380b77","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes? Let's find out.","category":"company","datetime":1787849102,"headline":"Principal Financial (PFG) Could Be a Great Choice"}, {"id":141365177,"url":"https://finnhub.io/api/news?id=a9fe4e53c3070f5243bedc831eb10e6333cbf1c5c81d8efeda7e98edfdc15930","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Principal Financial's expanded Featured Partner Program broadens private-market access in DC plans, potentially supporting asset growth and fee-generating retirement solutions.","category":"company","datetime":1787848260,"headline":"PFG Enhances Retirement Plans Through Partner Expansion"}, {"id":141365178,"url":"https://finnhub.io/api/news?id=fb0ed610cb49ce4a9f50ab5d042fde77c1d5d23bebf116ad2b8e98603be69d68","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Principal Financial (PFG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.","category":"company","datetime":1787761804,"headline":"Principal Financial (PFG) Down 2.2% Since Last Earnings Report: Can It Rebound?"}, {"id":141365179,"url":"https://finnhub.io/api/news?id=58985633e8b614bb43393c0e97c3c07ee59cf5c4cc970b77e59d13b1d92246d4","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"DES MOINES, Iowa, August 26, 2026--Principal Financial Group® (Nasdaq: PFG) today announced an expansion of the Principal® Featured Partner Program to support private market strategies within retirement plans, helping plan sponsors and financial professionals pursue broader diversification and long-term retirement outcomes for participants.","category":"company","datetime":1787752800,"headline":"Principal® Expands Featured Partner Program to Support Private Market Access in Retirement Plans"}, {"id":141322342,"url":"https://finnhub.io/api/news?id=b845543ed390bdfa8ffd760cd3071371ff81a9a2ce0abb9ee26ec1754d68be1c","image":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2178583899/image_2178583899.jpg?io=getty-c-w1536","source":"SeekingAlpha","related":"PFG","summary":"Principal Financial's earnings are closely tied to AUM and equity markets, with Q2 EPS up 17% and operating margins improving to 32%. Read more on PFG stock here.","category":"company","datetime":1787729400,"headline":"Principal Financial's Equity Sensitivity Supports The Rally"}, {"id":141326930,"url":"https://finnhub.io/api/news?id=ccd874a3fbc8e3c4df6aa1c12cccab084e4a96fc312e1dbf4da1f0bd33f4e021","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Generating nearly six figures a year from dividends sounds straightforward until the tax bill arrives, and most investors targeting the highest yields end up keeping far less than the investors who chose the lowest ones.","category":"company","datetime":1787608955,"headline":"How to Build $8,200 a Month in Dividend Income (And the Tax Bill Almost Nobody Plans For)"}, {"id":141365180,"url":"https://finnhub.io/api/news?id=ae9c01bc87f9e41c5ae7cdd326fc0f16844774d00ee59b9eaa977c46031ccbbc","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Principal Financial has outperformed the broader market, while analysts remain neutral despite strong earnings growth and positive shareholder returns.","category":"company","datetime":1787577844,"headline":"Principal Financial Stock Outlook: Is Wall Street Bullish or Bearish?"}, {"id":141326932,"url":"https://finnhub.io/api/news?id=630cbae461eb5364fc854a0602653cf7702b628ebbdebacd4eeacb5d4f865df3","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Every dollar of dividend income sitting in the wrong account quietly funds a tax bill most investors never stop to calculate. These four high-yield stocks expose exactly how much placement costs you at each federal bracket.","category":"company","datetime":1787572903,"headline":"4 High-Yield Stocks That Hand the IRS Nothing Inside a Roth"}, {"id":141326933,"url":"https://finnhub.io/api/news?id=d212cbf006bf5b6a5962bb89778bf7f02d7f67f9ca56775818aa4a24676e936a","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"With Treasury yields near multi-year highs, dividend stocks have to justify their place in a retirement portfolio through more than yield alone. These five names have multi-decade payout track records and live catalysts heading into year-end, but the trade-offs vary sharply.","category":"company","datetime":1787572847,"headline":"5 High-Yield Dividend Stocks for Retirement Income"}, {"id":141302752,"url":"https://finnhub.io/api/news?id=71c5478401f1ef30e44c5a64e13e16fc0790887bd24e18b4c339d3263215b91b","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Generating nearly $10,000 a month in retirement income without ever touching principal sounds like a math problem with one answer, but the yield you chase determines whether your portfolio survives the next decade or quietly bleeds out.","category":"company","datetime":1787415811,"headline":"How a 77-Year-Old Collects $9,700 a Month Without Selling a Single Share"}, {"id":141284335,"url":"https://finnhub.io/api/news?id=d6bfda002b7262b85f31df980523450e5797c502b5c5c3076f8ff735379e589e","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Principal Financial Group (PFG) has drawn attention after its market value reached about US$23.9b, supported by reported revenue of US$15.7b and net income of US$1.6b. Investors are reassessing the stock’s value and risk profile. See our latest analysis for Principal Financial Group. Over the past year, Principal Financial Group’s share price has moved higher overall, with a 23.62% year to date share price return and a 45.67% 1 year total shareholder return, while recent 7 day trading has...","category":"company","datetime":1787339644,"headline":"Principal Financial Group (PFG) Rallies As Fair Value Debate Tightens"}, {"id":141284336,"url":"https://finnhub.io/api/news?id=7f02246fc332c9ec7119f0fcf961d243a72e020758a71e1e62cc72f11d94bae4","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"The fair value estimate for Principal Financial Group has shifted from US$107.33 to US$109.58, pointing to a modest reset in where analysts see the stock’s price target today. This change comes alongside commentary that growth expectations have moved from low double digit to mid single digit levels and that the stock trades near the higher end of past ranges. This context is shaping how analysts frame upside and income appeal. As you read on, you will see how this updated price target fits...","category":"company","datetime":1787335795,"headline":"Principal Financial Group (PFG) Stock Fair Value Edges Higher After Analyst Commentary"}, {"id":141284341,"url":"https://finnhub.io/api/news?id=cb51ed9634ebe586233b25d2f0e7482472a4a7fa615c07db5c026ab70bb45289","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Ameritas Chief Executive Officer Bob Jurgensmeier announces the following officer action.","category":"company","datetime":1787242260,"headline":"Ameritas announces officer action"}, {"id":141242298,"url":"https://finnhub.io/api/news?id=6c674bf3153c4c112b1c368a5a3d8d5c53ce0cb6ca09bafc6aeb63dd260d5f92","image":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2062658519/image_2062658519.jpg?io=getty-c-w1536","source":"SeekingAlpha","related":"PFG","summary":"SCHD is beating SPY amid volatility—see top-performing, undervalued dividend stocks, YTD leaders, and 10%+ upside potential.","category":"company","datetime":1786996527,"headline":"The Hidden Winners Inside SCHD - August 2026"}, {"id":141202500,"url":"https://finnhub.io/api/news?id=cef8bb0a78cf6cb964f3d840925e4bc66bcb30728fa3a0b7b824a8e8b095434a","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"DES MOINES, Iowa, August 12, 2026--U.S. employers are more optimistic about the economy and their own business outlooks, but many workers remain uncertain about their financial futures, according to the latest Principal Financial Well-Being Index℠. Nearly seven in 10 employers (69%) say employees are delaying retirement because of current economic conditions, underscoring the continued pressure workers face as they plan for long-term financial security.","category":"company","datetime":1786539600,"headline":"Financial Uncertainty Pushes Workers to Delay Retirement, Principal® Research Finds"}, {"id":141202501,"url":"https://finnhub.io/api/news?id=3aa939319db05cdef05f277bfa9ab9f2660d3d535253d22375e0cac83449730d","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes? Let's find out.","category":"company","datetime":1786463102,"headline":"Are You Looking for a High-Growth Dividend Stock?"}, {"id":141158590,"url":"https://finnhub.io/api/news?id=e1de4277f5c22ac4c0037ee71ee9c2226bd01f2d336d1abf5c27b1908b45915c","image":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1305098938/image_1305098938.jpg?io=getty-c-w1536","source":"SeekingAlpha","related":"PFG","summary":"Weekly dividend stock update: 24 hikes, 1 cut. Read to see top raises like FIX & MCK, HON’s spinoff impact, and how to spot safe income.","category":"company","datetime":1786184967,"headline":"Dividend Announcements: July 18-24, 2026"}, {"id":141124482,"url":"https://finnhub.io/api/news?id=a3bbbcb2538110d5c291c08bf473c498f3871ece2d209e1a0aa80590e54a1210","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"PFG","summary":"Assurant beats Q2 earnings estimates as Global Lifestyle and Global Housing deliver strong growth, boosting revenues and prompting a higher 2026 outlook.","category":"company","datetime":1785942240,"headline":"AIZ Q2 Earnings Beat Estimates on Lifestyle and Housing Strength"}, {"id":141102682,"url":"https://finnhub.io/api/news?id=3b04c58e5b3decde8e50839e3fde2707d66b5af9b7abde7abadd4da6150bf861","image":"","source":"Benzinga","related":"PFG","summary":"JP Morgan analyst Pablo Singzon maintains Principal Financial Group (NASDAQ:PFG) with a Neutral and raises the price target from $106 to $107.","category":"company","datetime":1785757714,"headline":"JP Morgan Maintains Neutral on Principal Financial Group, Raises Price Target to $107"}
data_source finnhub_news_keyword_model
article_count 5
negative_hits 0
positive_hits 2
recomputed_at_score true
sentiment_score_raw 1
source_article_count 22
discarded_article_count 17
sentimentPoints 4

Dimension contribution

Dimension Raw Max Norm % Contrib
基本面 3.3 5/110 66% 3.3
資金流 8.4 20/110 42% 8.4
市場環境 6.6 15/110 44% 6.6
催化劑 2 20/110 10% 2
風險管理 7.4 10/110 74% 7.4
技術信號 16.9 30/110 56.33% 16.9
情緒分析 4 10/110 40% 4

5D momentum v2 breakdown

Cursor_18.25 5D momentum v2 0-50

5D momentum v2 9/50
ret_5d -0.008
max_score 50
max_total 50
raw_total 9
vcp_bonus 0
vol_ratio 1.1423
ret_points 0
vol_points 2
range_ratio 1.5013
volat_points 4
day_range_pct 0.0266
model_version cursor_18_27_news_v2_160
available_bars 30
breakout_points 0
partial_history false
pullback_points 3
breakout_vol_bonus 0
first_breakout_20d false
return_window_days 5
first_breakout_bonus 0
breakout_quality_points 0

Risk management

level Medium
reason risk management score >= 6.5/10

position

score 1.6

details

atrPct 1.8433
turnoverUsdM 125.6106
liquidityPoints 0.4
volatilityPoints 1.2
rrPoints 1.4

stopLevels

symbol US.PFG
rr_range 1:1.0-1:2.5
risk_profile 中等
stop_loss_price 107.2064

strength_details

ma_score 2
atr_score 2.5
rsi_score 2.5
macd_score 1
volume_score 2
market_adjustment 1
risk_reward_ratio 1.4
stop_loss_percent 3.7
take_profit_price 116.8755
target_multiplier 1.9
technical_strength 1.92
take_profit_percent 5
positionPoints 1.6
stopLossPoints 2.4

diversification

score 2

details

method sector concentration proxy; no portfolio holdings used
sector Financials
concentratedSectorPenalty 0
riskRewardRatio 1.3562
stopLossPercent 3.6866
diversificationPoints 2

Calculation audit log

基本面分析總分: 3.3/5分
資金流分析總分: 8.4/20分
市場環境分析總分: 6.6/15分
催化劑分析: 2/20分
風險管理總分: 7.4/10分
技術信號分析總分: 16.9/30分
情緒分析: 4/10分
共振率(僅顯示不加分): 0%

Technical indicators

adx
value 85.71
atr
atr 2.0518
rule ATR / current price; lower volatility scores higher
score 8
atr_pct 1.84
cci
rule Cursor_18.24 CCI bands
level 超買或超賣風險
score 2
value -75.79
cmf
rule Cursor_18.24 CMF bands
level 派發
score 2
value -0.1724
kdj
d 27.49
j 42.8
k 32.59
rule Cursor_18.24 K/D cross
score 4
signal 金叉
mfi
rule Cursor_18.24 MFI bands
level 超賣或超買風險
score 2
value 32.28
obv
rule Cursor_18.24 recent_slope vs previous_slope
score 10
trend 強流入
value 5433975
recentSlope -219552.5
previousSlope -181520
rsi
value 34.66
sar
rule Cursor_18.24 Parabolic SAR
score 4
trend 下降
value 112.58
position SAR喺價上
distancePct 1.14
previousTrend 下降
ma50
value 111.7624
macd
macd -0.4473
trend 看跌
signal -0.1388
histogram -0.3085
vwap
rule Cursor_18.24 VWAP 20D consecutive close
score 2
value 112.371
position <VWAP
consecutiveAbove 0
volume
rule Cursor_18.24 volume ratio
level 有量
ratio 1.15
score 6
avgVolume 984059
currentVolume 1128475
derived
ma20 112.3735
ma50 111.7624
prevClose 109.36
avgVolume10 998248
avgVolume20 984059
changePercent 1.78
avgVolumeForScore 984059
ma_cross
ma20 112.3735
ma50 111.7624
rule Cursor_18.24 MA20/MA50 cross
cross 接近
score 6
prevMa20 112.5505
prevMa50 111.7834
spreadPct 0.55
isVolumeBreakout false
bollinger
lower 109.2664
upper 115.4806
position 中間
rsi_short
value 47.42
macd_short
macd 0
trend 中性
signal 0
histogram 0
volume_ratio
ratio 1.15

Raw calculation JSON

{
  "risk": {
    "level": "Medium",
    "reason": "risk management score >= 6.5/10",
    "position": {
      "score": 1.6,
      "details": {
        "atrPct": 1.8433204563830745,
        "turnoverUsdM": 125.61055225,
        "liquidityPoints": 0.4,
        "volatilityPoints": 1.2
      }
    },
    "rrPoints": 1.4,
    "stopLevels": {
      "symbol": "US.PFG",
      "rr_range": "1:1.0-1:2.5",
      "risk_profile": "中等",
      "stop_loss_price": 107.2064,
      "strength_details": {
        "ma_score": 2,
        "atr_score": 2.5,
        "rsi_score": 2.5,
        "macd_score": 1,
        "volume_score": 2
      },
      "market_adjustment": 1,
      "risk_reward_ratio": 1.4,
      "stop_loss_percent": 3.7,
      "take_profit_price": 116.8755,
      "target_multiplier": 1.9,
      "technical_strength": 1.92,
      "take_profit_percent": 5
    },
    "positionPoints": 1.6,
    "stopLossPoints": 2.4,
    "diversification": {
      "score": 2,
      "details": {
        "method": "sector concentration proxy; no portfolio holdings used",
        "sector": "Financials",
        "concentratedSectorPenalty": 0
      }
    },
    "riskRewardRatio": 1.356248172336485,
    "stopLossPercent": 3.686640912766149,
    "diversificationPoints": 2
  },
  "total": {
    "max": 160,
    "result": 57.6,
    "formula": "score_with_momentum_v2 = main_score + momentum_5d_v2_score",
    "baseScore": 48.6,
    "modelVersion": "cursor_18_27_news_v2_160",
    "momentum5dScore": 9
  },
  "market": {
    "ma20": 112.3735,
    "ma50": 111.7624,
    "close": 111.31,
    "prevClose": 109.36,
    "avgVolume20": 984059,
    "volumeRatio": 1.15,
    "changePercent": 1.78
  },
  "sources": {
    "catalyst": "finnhub_news_keyword_model",
    "sentiment": "finnhub_news_keyword_model",
    "fundamentals": "fmp_stable",
    "institutional": null,
    "marketContext": "twelvedata+fred"
  },
  "barCount": 60,
  "momentum": {
    "max": 50,
    "result": 9,
    "details": {
      "ret_5d": -0.008020675519115894,
      "max_score": 50,
      "max_total": 50,
      "raw_total": 9,
      "vcp_bonus": 0,
      "vol_ratio": 1.142325699101607,
      "ret_points": 0,
      "vol_points": 2,
      "range_ratio": 1.5012721147734425,
      "volat_points": 4,
      "day_range_pct": 0.026637319198634473,
      "model_version": "cursor_18_27_news_v2_160",
      "available_bars": 30,
      "breakout_points": 0,
      "partial_history": false,
      "pullback_points": 3,
      "breakout_vol_bonus": 0,
      "first_breakout_20d": false,
      "return_window_days": 5,
      "first_breakout_bonus": 0,
      "breakout_quality_points": 0
    },
    "formula": "Cursor_18.25 5D momentum v2 0-50",
    "modelVersion": "cursor_18_27_news_v2_160"
  },
  "scoreMax": 110,
  "composite": {
    "max": 160,
    "result": 57.6,
    "formula": "Cursor_18.25 ranking score v2 (score_with_momentum_v2)",
    "weights": [
      {
        "raw": 3.3,
        "label": "基本面",
        "weight": "5/110",
        "normalized": 66,
        "contribution": 3.3
      },
      {
        "raw": 8.4,
        "label": "資金流",
        "weight": "20/110",
        "normalized": 42,
        "contribution": 8.4
      },
      {
        "raw": 6.6,
        "label": "市場環境",
        "weight": "15/110",
        "normalized": 44,
        "contribution": 6.6
      },
      {
        "raw": 2,
        "label": "催化劑",
        "weight": "20/110",
        "normalized": 10,
        "contribution": 2
      },
      {
        "raw": 7.4,
        "label": "風險管理",
        "weight": "10/110",
        "normalized": 74,
        "contribution": 7.4
      },
      {
        "raw": 16.9,
        "label": "技術信號",
        "weight": "30/110",
        "normalized": 56.33,
        "contribution": 16.9
      },
      {
        "raw": 4,
        "label": "情緒分析",
        "weight": "10/110",
        "normalized": 40,
        "contribution": 4
      }
    ],
    "modelVersion": "cursor_18_27_news_v2_160"
  },
  "momentumMax": 50,
  "scoreStatus": "incomplete",
  "standard110": {
    "rating": "避免",
    "result": 48.6,
    "details": [
      "基本面分析總分: 3.3/5分",
      "資金流分析總分: 8.4/20分",
      "市場環境分析總分: 6.6/15分",
      "催化劑分析: 2/20分",
      "風險管理總分: 7.4/10分",
      "技術信號分析總分: 16.9/30分",
      "情緒分析: 4/10分",
      "共振率(僅顯示不加分): 0%"
    ],
    "formula": "基本面5 + 資金流20 + 市場環境15 + 催化劑20 + 風險管理10 + 技術信號30 + 情緒10",
    "dimensionScores": {
      "催化劑": 2,
      "基本面": 3.3,
      "資金流": 8.4,
      "市場環境": 6.6,
      "情緒分析": 4,
      "技術信號": 16.9,
      "風險管理": 7.4
    },
    "dimensionDetails": {
      "催化劑": {
        "max": 20,
        "grade": "較差",
        "items": {
          "catalyst": {
            "score": 2,
            "details": {
              "source": "finnhub_news_keyword_model",
              "articleCount": 5,
              "catalystCount": 0
            }
          },
          "catalystPoints": 2
        }
      },
      "基本面": {
        "max": 5,
        "grade": "一般",
        "items": {
          "pbPoints": 0.5,
          "pePoints": 0.5,
          "epsPoints": 0,
          "roePoints": 0.4,
          "debtPoints": 0.5,
          "marginPoints": 0,
          "turnoverUsdM": 125.61055225,
          "volumePoints": 0.5,
          "revenuePoints": 0,
          "dividendPoints": 0.4,
          "marketCapPoints": 0.5
        },
        "source": "fmp_stable"
      },
      "資金流": {
        "max": 20,
        "grade": "較差",
        "items": {
          "cmfPoints": 0.8,
          "mfiPoints": 0.8,
          "obvPoints": 4,
          "vwapPoints": 0.8,
          "institutional": {
            "score": 2,
            "details": {
              "source": "optional-neutral",
              "warning": {
                "code": "INSTITUTIONAL_DATA_OPTIONAL",
                "symbol": "US.PFG",
                "message": "Institutional ownership is unavailable; neutral 2/4 money-flow treatment used."
              },
              "optional": true,
              "holderCount": null,
              "holderPoints": 2,
              "top10ShareRatio": null,
              "concentrationPenalty": 0
            }
          },
          "institutionPoints": 2
        }
      },
      "市場環境": {
        "max": 15,
        "grade": "較差",
        "items": {
          "vix": {
            "score": 0,
            "details": {
              "source": "twelvedata+fred",
              "missing": true,
              "vixClose": null
            }
          },
          "trend": {
            "score": 1.7999999999999998,
            "details": {
              "qqq": {
                "ma20": 717.5630035,
                "ma50": 710.8924000399999,
                "name": "QQQ",
                "close": 709.23999,
                "points": 0.4
              },
              "spy": {
                "ma20": 768.9759949000002,
                "ma50": 755.34080062,
                "name": "SPY",
                "close": 765.15997,
                "points": 1.4
              },
              "source": "twelvedata+fred"
            }
          },
          "atrPct": 1.8433204563830745,
          "atrPoints": 4,
          "cciPoints": 0.8,
          "vixPoints": 0,
          "marketTrendPoints": 1.7999999999999998
        }
      },
      "情緒分析": {
        "max": 10,
        "grade": "較差",
        "items": {
          "sentiment": {
            "score": 4,
            "details": {
              "source": "finnhub_news_keyword_model",
              "articleCount": 5,
              "negativeHits": 0,
              "positiveHits": 2,
              "sentimentScoreRaw": 1
            }
          },
          "sentimentData": {
            "raw": [
              {
                "id": 141365176,
                "url": "https://finnhub.io/api/news?id=2fb9214ddcb61e7445aecb93161936272bafd93f0180e41bd4391e6f21380b77",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes? Let's find out.",
                "category": "company",
                "datetime": 1787849102,
                "headline": "Principal Financial (PFG) Could Be a Great Choice"
              },
              {
                "id": 141365177,
                "url": "https://finnhub.io/api/news?id=a9fe4e53c3070f5243bedc831eb10e6333cbf1c5c81d8efeda7e98edfdc15930",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Principal Financial's expanded Featured Partner Program broadens private-market access in DC plans, potentially supporting asset growth and fee-generating retirement solutions.",
                "category": "company",
                "datetime": 1787848260,
                "headline": "PFG Enhances Retirement Plans Through Partner Expansion"
              },
              {
                "id": 141365178,
                "url": "https://finnhub.io/api/news?id=fb0ed610cb49ce4a9f50ab5d042fde77c1d5d23bebf116ad2b8e98603be69d68",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Principal Financial (PFG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.",
                "category": "company",
                "datetime": 1787761804,
                "headline": "Principal Financial (PFG) Down 2.2% Since Last Earnings Report: Can It Rebound?"
              },
              {
                "id": 141284335,
                "url": "https://finnhub.io/api/news?id=d6bfda002b7262b85f31df980523450e5797c502b5c5c3076f8ff735379e589e",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Principal Financial Group (PFG) has drawn attention after its market value reached about US$23.9b, supported by reported revenue of US$15.7b and net income of US$1.6b. Investors are reassessing the stock’s value and risk profile. See our latest analysis for Principal Financial Group. Over the past year, Principal Financial Group’s share price has moved higher overall, with a 23.62% year to date share price return and a 45.67% 1 year total shareholder return, while recent 7 day trading has...",
                "category": "company",
                "datetime": 1787339644,
                "headline": "Principal Financial Group (PFG) Rallies As Fair Value Debate Tightens"
              },
              {
                "id": 141284336,
                "url": "https://finnhub.io/api/news?id=7f02246fc332c9ec7119f0fcf961d243a72e020758a71e1e62cc72f11d94bae4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "The fair value estimate for Principal Financial Group has shifted from US$107.33 to US$109.58, pointing to a modest reset in where analysts see the stock’s price target today. This change comes alongside commentary that growth expectations have moved from low double digit to mid single digit levels and that the stock trades near the higher end of past ranges. This context is shaping how analysts frame upside and income appeal. As you read on, you will see how this updated price target fits...",
                "category": "company",
                "datetime": 1787335795,
                "headline": "Principal Financial Group (PFG) Stock Fair Value Edges Higher After Analyst Commentary"
              }
            ],
            "raw_source": [
              {
                "id": 141365175,
                "url": "https://finnhub.io/api/news?id=d09525598bae15e3154da84fb35b3209be5b55b3d31687ef1c8a365fc9aa9c11",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "DES MOINES, Iowa, September 01, 2026--Principal Financial Group® (Nasdaq: PFG) completed its acquisition of Beam Benefits effective today, September 1. As an employee benefits company serving more than 25,000 small businesses, Beam’s scalable, digital-first capabilities complement the Principal Benefits and Protection business and will further enhance the customer and broker experience.",
                "category": "company",
                "datetime": 1788271200,
                "headline": "Principal® Completes Acquisition of Beam Benefits"
              },
              {
                "id": 141344255,
                "url": "https://finnhub.io/api/news?id=a299b766185dceb88655212608b26bdb4969b7720c7fa120d7c7e8941765af13",
                "image": "",
                "source": "SeekingAlpha",
                "related": "PFG",
                "summary": "",
                "category": "company",
                "datetime": 1788003750,
                "headline": "Why The Fed Might Raise Rates Despite August Job Declines"
              },
              {
                "id": 141341224,
                "url": "https://finnhub.io/api/news?id=a70f356816315e6c1cffbf3ddb6582552dedd39464f32f29f67f627611d5c738",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1072593728/image_1072593728.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "PFG",
                "summary": "Dividend activity recap for Champions, Contenders & Challengers: dividend changes plus upcoming ex-dividend and pay dates. See more here.",
                "category": "company",
                "datetime": 1787954658,
                "headline": "Dividend Champion, Contender, And Challenger Highlights: Week August 30"
              },
              {
                "id": 141365176,
                "url": "https://finnhub.io/api/news?id=2fb9214ddcb61e7445aecb93161936272bafd93f0180e41bd4391e6f21380b77",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes? Let's find out.",
                "category": "company",
                "datetime": 1787849102,
                "headline": "Principal Financial (PFG) Could Be a Great Choice"
              },
              {
                "id": 141365177,
                "url": "https://finnhub.io/api/news?id=a9fe4e53c3070f5243bedc831eb10e6333cbf1c5c81d8efeda7e98edfdc15930",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Principal Financial's expanded Featured Partner Program broadens private-market access in DC plans, potentially supporting asset growth and fee-generating retirement solutions.",
                "category": "company",
                "datetime": 1787848260,
                "headline": "PFG Enhances Retirement Plans Through Partner Expansion"
              },
              {
                "id": 141365178,
                "url": "https://finnhub.io/api/news?id=fb0ed610cb49ce4a9f50ab5d042fde77c1d5d23bebf116ad2b8e98603be69d68",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Principal Financial (PFG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.",
                "category": "company",
                "datetime": 1787761804,
                "headline": "Principal Financial (PFG) Down 2.2% Since Last Earnings Report: Can It Rebound?"
              },
              {
                "id": 141365179,
                "url": "https://finnhub.io/api/news?id=58985633e8b614bb43393c0e97c3c07ee59cf5c4cc970b77e59d13b1d92246d4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "DES MOINES, Iowa, August 26, 2026--Principal Financial Group® (Nasdaq: PFG) today announced an expansion of the Principal® Featured Partner Program to support private market strategies within retirement plans, helping plan sponsors and financial professionals pursue broader diversification and long-term retirement outcomes for participants.",
                "category": "company",
                "datetime": 1787752800,
                "headline": "Principal® Expands Featured Partner Program to Support Private Market Access in Retirement Plans"
              },
              {
                "id": 141322342,
                "url": "https://finnhub.io/api/news?id=b845543ed390bdfa8ffd760cd3071371ff81a9a2ce0abb9ee26ec1754d68be1c",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2178583899/image_2178583899.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "PFG",
                "summary": "Principal Financial's earnings are closely tied to AUM and equity markets, with Q2 EPS up 17% and operating margins improving to 32%. Read more on PFG stock here.",
                "category": "company",
                "datetime": 1787729400,
                "headline": "Principal Financial's Equity Sensitivity Supports The Rally"
              },
              {
                "id": 141326930,
                "url": "https://finnhub.io/api/news?id=ccd874a3fbc8e3c4df6aa1c12cccab084e4a96fc312e1dbf4da1f0bd33f4e021",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Generating nearly six figures a year from dividends sounds straightforward until the tax bill arrives, and most investors targeting the highest yields end up keeping far less than the investors who chose the lowest ones.",
                "category": "company",
                "datetime": 1787608955,
                "headline": "How to Build $8,200 a Month in Dividend Income (And the Tax Bill Almost Nobody Plans For)"
              },
              {
                "id": 141365180,
                "url": "https://finnhub.io/api/news?id=ae9c01bc87f9e41c5ae7cdd326fc0f16844774d00ee59b9eaa977c46031ccbbc",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Principal Financial has outperformed the broader market, while analysts remain neutral despite strong earnings growth and positive shareholder returns.",
                "category": "company",
                "datetime": 1787577844,
                "headline": "Principal Financial Stock Outlook: Is Wall Street Bullish or Bearish?"
              },
              {
                "id": 141326932,
                "url": "https://finnhub.io/api/news?id=630cbae461eb5364fc854a0602653cf7702b628ebbdebacd4eeacb5d4f865df3",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Every dollar of dividend income sitting in the wrong account quietly funds a tax bill most investors never stop to calculate. These four high-yield stocks expose exactly how much placement costs you at each federal bracket.",
                "category": "company",
                "datetime": 1787572903,
                "headline": "4 High-Yield Stocks That Hand the IRS Nothing Inside a Roth"
              },
              {
                "id": 141326933,
                "url": "https://finnhub.io/api/news?id=d212cbf006bf5b6a5962bb89778bf7f02d7f67f9ca56775818aa4a24676e936a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "With Treasury yields near multi-year highs, dividend stocks have to justify their place in a retirement portfolio through more than yield alone. These five names have multi-decade payout track records and live catalysts heading into year-end, but the trade-offs vary sharply.",
                "category": "company",
                "datetime": 1787572847,
                "headline": "5 High-Yield Dividend Stocks for Retirement Income"
              },
              {
                "id": 141302752,
                "url": "https://finnhub.io/api/news?id=71c5478401f1ef30e44c5a64e13e16fc0790887bd24e18b4c339d3263215b91b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Generating nearly $10,000 a month in retirement income without ever touching principal sounds like a math problem with one answer, but the yield you chase determines whether your portfolio survives the next decade or quietly bleeds out.",
                "category": "company",
                "datetime": 1787415811,
                "headline": "How a 77-Year-Old Collects $9,700 a Month Without Selling a Single Share"
              },
              {
                "id": 141284335,
                "url": "https://finnhub.io/api/news?id=d6bfda002b7262b85f31df980523450e5797c502b5c5c3076f8ff735379e589e",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Principal Financial Group (PFG) has drawn attention after its market value reached about US$23.9b, supported by reported revenue of US$15.7b and net income of US$1.6b. Investors are reassessing the stock’s value and risk profile. See our latest analysis for Principal Financial Group. Over the past year, Principal Financial Group’s share price has moved higher overall, with a 23.62% year to date share price return and a 45.67% 1 year total shareholder return, while recent 7 day trading has...",
                "category": "company",
                "datetime": 1787339644,
                "headline": "Principal Financial Group (PFG) Rallies As Fair Value Debate Tightens"
              },
              {
                "id": 141284336,
                "url": "https://finnhub.io/api/news?id=7f02246fc332c9ec7119f0fcf961d243a72e020758a71e1e62cc72f11d94bae4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "The fair value estimate for Principal Financial Group has shifted from US$107.33 to US$109.58, pointing to a modest reset in where analysts see the stock’s price target today. This change comes alongside commentary that growth expectations have moved from low double digit to mid single digit levels and that the stock trades near the higher end of past ranges. This context is shaping how analysts frame upside and income appeal. As you read on, you will see how this updated price target fits...",
                "category": "company",
                "datetime": 1787335795,
                "headline": "Principal Financial Group (PFG) Stock Fair Value Edges Higher After Analyst Commentary"
              },
              {
                "id": 141284341,
                "url": "https://finnhub.io/api/news?id=cb51ed9634ebe586233b25d2f0e7482472a4a7fa615c07db5c026ab70bb45289",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Ameritas Chief Executive Officer Bob Jurgensmeier announces the following officer action.",
                "category": "company",
                "datetime": 1787242260,
                "headline": "Ameritas announces officer action"
              },
              {
                "id": 141242298,
                "url": "https://finnhub.io/api/news?id=6c674bf3153c4c112b1c368a5a3d8d5c53ce0cb6ca09bafc6aeb63dd260d5f92",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2062658519/image_2062658519.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "PFG",
                "summary": "SCHD is beating SPY amid volatility—see top-performing, undervalued dividend stocks, YTD leaders, and 10%+ upside potential.",
                "category": "company",
                "datetime": 1786996527,
                "headline": "The Hidden Winners Inside SCHD - August 2026"
              },
              {
                "id": 141202500,
                "url": "https://finnhub.io/api/news?id=cef8bb0a78cf6cb964f3d840925e4bc66bcb30728fa3a0b7b824a8e8b095434a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "DES MOINES, Iowa, August 12, 2026--U.S. employers are more optimistic about the economy and their own business outlooks, but many workers remain uncertain about their financial futures, according to the latest Principal Financial Well-Being Index℠. Nearly seven in 10 employers (69%) say employees are delaying retirement because of current economic conditions, underscoring the continued pressure workers face as they plan for long-term financial security.",
                "category": "company",
                "datetime": 1786539600,
                "headline": "Financial Uncertainty Pushes Workers to Delay Retirement, Principal® Research Finds"
              },
              {
                "id": 141202501,
                "url": "https://finnhub.io/api/news?id=3aa939319db05cdef05f277bfa9ab9f2660d3d535253d22375e0cac83449730d",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes? Let's find out.",
                "category": "company",
                "datetime": 1786463102,
                "headline": "Are You Looking for a High-Growth Dividend Stock?"
              },
              {
                "id": 141158590,
                "url": "https://finnhub.io/api/news?id=e1de4277f5c22ac4c0037ee71ee9c2226bd01f2d336d1abf5c27b1908b45915c",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1305098938/image_1305098938.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "PFG",
                "summary": "Weekly dividend stock update: 24 hikes, 1 cut. Read to see top raises like FIX & MCK, HON’s spinoff impact, and how to spot safe income.",
                "category": "company",
                "datetime": 1786184967,
                "headline": "Dividend Announcements: July 18-24, 2026"
              },
              {
                "id": 141124482,
                "url": "https://finnhub.io/api/news?id=a3bbbcb2538110d5c291c08bf473c498f3871ece2d209e1a0aa80590e54a1210",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "PFG",
                "summary": "Assurant beats Q2 earnings estimates as Global Lifestyle and Global Housing deliver strong growth, boosting revenues and prompting a higher 2026 outlook.",
                "category": "company",
                "datetime": 1785942240,
                "headline": "AIZ Q2 Earnings Beat Estimates on Lifestyle and Housing Strength"
              },
              {
                "id": 141102682,
                "url": "https://finnhub.io/api/news?id=3b04c58e5b3decde8e50839e3fde2707d66b5af9b7abde7abadd4da6150bf861",
                "image": "",
                "source": "Benzinga",
                "related": "PFG",
                "summary": "JP Morgan  analyst Pablo Singzon   maintains Principal Financial Group (NASDAQ:PFG) with a Neutral and raises the price target from $106 to $107.",
                "category": "company",
                "datetime": 1785757714,
                "headline": "JP Morgan Maintains Neutral on Principal Financial Group, Raises Price Target to $107"
              }
            ],
            "data_source": "finnhub_news_keyword_model",
            "article_count": 5,
            "negative_hits": 0,
            "positive_hits": 2,
            "recomputed_at_score": true,
            "sentiment_score_raw": 1,
            "source_article_count": 22,
            "discarded_article_count": 17
          },
          "sentimentPoints": 4
        }
      },
      "技術信號": {
        "max": 30,
        "raw": 16.9,
        "grade": "較差",
        "items": {
          "bbPoints": 2.4,
          "adxPoints": 3,
          "sarPoints": 1.2000000000000002,
          "vcpPoints": 2.2,
          "macdPoints": 0.8,
          "vcpPayload": {
            "vcp_pass": false,
            "vcp_score": 2.2,
            "vcp_reason": "波幅收縮(9.3%→4.4%);跌縮量(近10日5日);靠近20日高位;Ready=Y;Confirm=N",
            "vcp_metrics": {
              "up_days": 3,
              "vol_ref": 1286056.6666666667,
              "down_days": 6,
              "vcp_ready": true,
              "above_ma50": false,
              "avg_vol_10": 964200,
              "avg_vol_20": 987875,
              "avg_vol_30": 1286056.6666666667,
              "range_pct_10": 0.04438055879974843,
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              "range_pct_30": 0.09280388105291526,
              "up_expand_ok": false,
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              "contraction_ok": true,
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              "breakout_20d_ok": false,
              "vol_ratio_10_30": 0.7497336820306,
              "dist_to_20d_high": 0.045450647457336395,
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              "breakout_level_20d": 116.61,
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              "contraction_ratio_10_30": 0.47821878025169395
            },
            "vcp_name_en": "Volatility Contraction Pattern",
            "vcp_name_zh": "波動收縮形態",
            "vol_contraction": true
          },
          "kdjAdxPoints": 0.7,
          "rsiKdjPoints": 1.6,
          "volumeWeight": 2,
          "maCrossPoints": 2.4,
          "shortRsiPoints": 0.4,
          "shortMacdPoints": 0.4,
          "volConfirmPoints": 0.6,
          "volumePointsTechnical": 1.2
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      },
      "風險管理": {
        "max": 10,
        "grade": "良好",
        "items": {
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              "atrPct": 1.8433204563830745,
              "turnoverUsdM": 125.61055225,
              "liquidityPoints": 0.4,
              "volatilityPoints": 1.2
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          },
          "rrPoints": 1.4,
          "stopLevels": {
            "symbol": "US.PFG",
            "rr_range": "1:1.0-1:2.5",
            "risk_profile": "中等",
            "stop_loss_price": 107.2064,
            "strength_details": {
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              "atr_score": 2.5,
              "rsi_score": 2.5,
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              "volume_score": 2
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            "market_adjustment": 1,
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          "stopLossPoints": 2.4,
          "diversification": {
            "score": 2,
            "details": {
              "method": "sector concentration proxy; no portfolio holdings used",
              "sector": "Financials",
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  },
  "modelVersion": "cursor_18_27_news_v2_160",
  "providerErrors": [
    {
      "code": "VIX_MISSING",
      "symbol": "US.PFG",
      "message": "VIX market context is required for market environment scoring",
      "missing": [
        "VIX"
      ],
      "provider": "scoring"
    }
  ],
  "rankingScoreMax": 160,
  "dataCompleteness": {
    "complete": false,
    "missingFields": [
      "VIX"
    ],
    "optionalInputs": [
      "institutionalData"
    ],
    "requiredInputs": [
      "fundamentals",
      "marketContext.VIX",
      "marketContext.SPY",
      "marketContext.QQQ",
      "catalystData",
      "sentimentData",
      "ATR",
      "sector"
    ],
    "optionalInputWarnings": []
  },
  "technicalIndicators": {
    "adx": 85.71,
    "atr": {
      "atr": 2.0518,
      "rule": "ATR / current price; lower volatility scores higher",
      "score": 8,
      "atr_pct": 1.84
    },
    "cci": {
      "rule": "Cursor_18.24 CCI bands",
      "level": "超買或超賣風險",
      "score": 2,
      "value": -75.79
    },
    "cmf": {
      "rule": "Cursor_18.24 CMF bands",
      "level": "派發",
      "score": 2,
      "value": -0.1724
    },
    "kdj": {
      "d": 27.49,
      "j": 42.8,
      "k": 32.59,
      "rule": "Cursor_18.24 K/D cross",
      "score": 4,
      "signal": "金叉"
    },
    "mfi": {
      "rule": "Cursor_18.24 MFI bands",
      "level": "超賣或超買風險",
      "score": 2,
      "value": 32.28
    },
    "obv": {
      "rule": "Cursor_18.24 recent_slope vs previous_slope",
      "score": 10,
      "trend": "強流入",
      "value": 5433975,
      "recentSlope": -219552.5,
      "previousSlope": -181520
    },
    "rsi": 34.66,
    "sar": {
      "rule": "Cursor_18.24 Parabolic SAR",
      "score": 4,
      "trend": "下降",
      "value": 112.58,
      "position": "SAR喺價上",
      "distancePct": 1.14,
      "previousTrend": "下降"
    },
    "ma50": 111.7624,
    "macd": {
      "macd": -0.4473231505246531,
      "trend": "看跌",
      "signal": -0.13882928049654525,
      "histogram": -0.30849387002810785
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    "vwap": {
      "rule": "Cursor_18.24 VWAP 20D consecutive close",
      "score": 2,
      "value": 112.371,
      "position": "<VWAP",
      "consecutiveAbove": 0
    },
    "volume": {
      "rule": "Cursor_18.24 volume ratio",
      "level": "有量",
      "ratio": 1.15,
      "score": 6,
      "avgVolume": 984059,
      "currentVolume": 1128475
    },
    "derived": {
      "ma20": 112.3735,
      "ma50": 111.7624,
      "prevClose": 109.36,
      "avgVolume10": 998248,
      "avgVolume20": 984059,
      "changePercent": 1.78,
      "avgVolumeForScore": 984059
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    "ma_cross": {
      "ma20": 112.3735,
      "ma50": 111.7624,
      "rule": "Cursor_18.24 MA20/MA50 cross",
      "cross": "接近",
      "score": 6,
      "prevMa20": 112.5505,
      "prevMa50": 111.7834,
      "spreadPct": 0.55,
      "isVolumeBreakout": false
    },
    "bollinger": {
      "lower": 109.2664,
      "upper": 115.4806,
      "position": "中間"
    },
    "rsi_short": 47.42,
    "macd_short": {
      "macd": 0,
      "trend": "中性",
      "signal": 0,
      "histogram": 0
    },
    "volume_ratio": {
      "ratio": 1.15
    }
  }
}

Raw metrics JSON

{
  "close": 111.31,
  "volume": 1128475,
  "changePercent": 1.78
}

Scores are derived from cached daily market data using the Cursor_18.25 standard. Solorank.ai provides research support only and does not provide financial advice or buy/sell recommendations.