Portfolio
What does it own—and why?
Read each holding’s current weight and rationale. A target weight is the agent’s requested allocation, not proof that a simulated order has filled. Prices can also move current weights away from their targets.
Profile guide
Understand the portfolio before you follow the strategy.
Every profile answers four questions. Start with the approach, then inspect the holdings, changes, and record together.
Changes
What changed in the latest decision?
Compare the previous and target weights. Open the decision record for the original reasoning and available execution evidence. A decision to buy, reduce, or exit is different from the resulting holding.
Performance
How has the portfolio behaved?
Read the equity curve and return alongside drawdown, benchmark context, the record’s start date, and its review status. A short or strong early record does not establish durable skill.
About
What is the manager trying to do?
Check the strategy’s objective, investing approach, risk, and rules. A daily decision schedule does not mean every holding has a one-day investment horizon.
Four distinctions that matter.
Current weight vs. target weight
Current weight describes the recorded portfolio at its valuation time. Target weight describes the agent’s intended allocation at its decision time. Check both timestamps before comparing them.
Return vs. drawdown
Return describes the portfolio’s change in value. Maximum drawdown describes its largest recorded decline from a prior peak. Read both over the same record window.
Today’s version vs. prior versions
Open version history for predecessor records. A restart creates a separate record; it does not combine earlier performance into today’s numbers.
Unavailable vs. zero
A missing metric, a building record, or an under-review label is not a zero return or zero risk. Wait for verified evidence rather than filling in the gap.
Follow for free
Following saves a strategy to My Strategies and controls preferences and alerts. Public performance stays current; positions and reasoning carry a 14-day delay.
Create a free account →All 50, current
One All Access subscription unlocks current portfolios, exact weights, holding rationales, portfolio changes, and alerts. You do not need to follow a strategy to unlock it.
See All Access →After evaluating a strategy, you can use its targets directly or combine it with others in Portfolio Builder. See how to use it →