FAQs

How does this work?
Our service allows you to invest in stocks aligned with the strategies of top hedge funds and famous investors. Here's a step-by-step breakdown of how it works:

  1. 1. Portfolio Selection: Browse our list of curated hedge funds and strategies. Select the portfolio you want to follow based on their investment style, historical performance, and areas of expertise.

  2. 2. Allocation: Connect your brokerage account and allocate funds to the chosen portfolio. You decide the amount you want to invest, and our system will purchase the portfolio's holdings in your brokerage account.

  3. 3. Automatic Rebalancing: When the tracked hedge fund reports changes to its holdings, your portfolio can be automatically rebalanced to match those changes. This ensures that you stay aligned with the fund's current investment strategy.

  4. 4. Performance Tracking: Monitor the performance of your selected portfolios through our user-friendly interface.

  5. 5. Flexibility: Tweak your holdings in your brokerage whenever you like. Add or sell your entire portfolio strategy when want.

    6. Benefit from the expertise of renowned investors and potentially enhance your investment portfolio. If you're ready to get started, simply sign up for free and begin your investment journey.
How do you select the portfolios to track?
We curate a list of top hedge funds and investors based on their historical performance and reputation in the industry, as well as the suitability of their strategies for our service.
How do you track the portfolios? Which of their positions are included in the strategy?
We monitor the filings of each hedge fund closely, and update their positions when they report changes.

We only include the top 20 long positions that are more than 0.1% of the portfolio value, to make sure a meaningful amount can be allocated into each asset.

We do not include short positions, options, or other derivatives. We also exclude positions that are not publicly traded, such as private equity investments.
What is the minimum amount I can invest?
Just $300, ensuring you get a slice of each stock in the portfolio.
How often does the account rebalance?
The account rebalances whenever the hedge fund reports changes to its positions. This is typically once a quarter. Your account is automatically rebalanced whenever the hedge fund or investor you're following makes significant changes to their portfolio. This ensures that your investment remains in line with their current holdings and investment decisions.
How much does it cost?
Start with a free plan, then when you're ready for automated investing, upgrade to a monthly subscription for $10.00 per month. You can cancel at any time.
How do you track the money in my account?
We partner with reputable financial institutions and brokerage firms to securely manage and track the funds in your account. Your investment is held in a separate custodial account under your name.
Where are the funds kept?
Your invested funds are held by our partnering brokerage firms, which are regulated and authorized financial institutions. They adhere to industry standards and security protocols to ensure the safety of your investments.
Which brokers do you support?
We currently support Robinhood, Webull, TD Ameritrade, and Fidelity. Please contact Support if you'd like to see your broker added.
What happens if a strategy I'm following underperforms?
Investment performance can vary, and past performance is not indicative of future results. If a hedge fund's performance does not meet your expectations, you can adjust your investment strategy and potentially choose a different portfolio to follow.
Can I customize my investment allocation?
While our service is designed to align with the portfolios of the hedge funds and investors we track, we understand that investors may have specific preferences. We're actively working on features that allow for limited customization while maintaining alignment with the chosen portfolio.
How can I cancel my subscription?
You can cancel at any time. Your subscription will remain active until the end of the current billing cycle, and you'll continue to have access to your account and portfolio during that time.
How do I get started?
To get started, simply visit our website and sign up for a subscription. Once you've selected a hedge fund or investor to follow, you can allocate your investment based on their portfolio. Our user-friendly interface will guide you through the process.
What is a 'whale' investor?
A whale is a large investor who trades a significant amount of a company's stock or options. Whales are often hedge funds, mutual funds, or pension funds. They can have a significant impact on the stock price of the companies they invest in.