Managers
The investors whose portfolios you follow — turned from scattered videos and filings into data you can actually use.
A manager is an investor whose portfolio you follow. A fund manager who publishes filings, a YouTube investor who screenshots their book every month, a newsletter writer, a friend whose picks you respect. In this product, a tracked manager is a kind of Source — a reference portfolio that can feed your plan.
The problem this solves
If you invest by studying people, your research already exists — it's just scattered. It's in a video from three weeks ago, a filing from last quarter, a PDF you downloaded and lost, a note in your phone. You end up asking yourself questions you can't answer:
- Did they actually still hold that when I bought it?
- How much of my book is really riding on one person's thinking?
- They stopped mentioning that name six months ago — did they sell?
A spreadsheet doesn't answer those, because a spreadsheet has no memory of when you wrote each row down or where you got it.
What tracking a manager does for you
Once a manager is in the system as a source, you get four things you didn't have:
- A dated history. Every disclosure you record becomes a snapshot, so you can see what they held when — and what changed between any two dates.
- A trust dial. You decide how much each manager counts toward your plan with a trust weight. Following someone no longer means copying them wholesale.
- An honest freshness label. Their book is stamped with how old it is, everywhere it is used, so you never quietly act on stale information.
- A scoreboard. What they said — not just what they held — can be recorded as a prediction and graded when the outcome is known.
What the app calls things
In the app, the Managers section of the navigation holds two pages:
- Sources — the managers you follow, plus your own strategy book and any AI sleeve. Each card shows how old the data is, how many holdings it has, what disclosure it came from, its trust weight and status (active, trial, or just watching), and how often that manager publishes.
- Predictions — the ledger of what those managers claimed, and how it turned out.
A manager card that says "as of 19 days ago · overdue" is telling you something real: this person publishes weekly and you haven't recorded anything in almost three weeks.
What this deliberately is not
Tracking a manager does not connect to their accounts, scrape their broker, or receive anything automatically. You (or your AI assistant, on your instruction) record what they disclosed publicly. That means the data is exactly as good as the disclosure — which is why every number carries its provenance and its age.