Follower dashboard
Your simulated allocations, trades, and risk in one place.
See what changed, who drove returns, where capital is exposed, and how much paper cash remains.
Follower dashboard disclosure
Paper account value
$86,240
+15.0% total paper P/L against a $75,000 demo account.
Allocated
$58,000
77% of account
Available cash
$17,000
Allocation buffer
Weighted risk
4.4
Across active pilots
Active pilot subscriptions
Current simulated allocations and attribution
MCAllocation
$24,000
Return
+18.7%
Paper P/L
$4,488
EMAllocation
$18,000
Return
+9.6%
Paper P/L
$1,728
ABAllocation
$16,000
Return
+31.4%
Paper P/L
$5,024
Allocation by pilot
Paper capital currently assigned
Recent mirrored trades
Simulated orders mirrored into follower paper portfolios
| Date | Action | Ticker | Size | Price | P/L | Mirrored | Note |
|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | Add | SHOP Shopify | 2.0% | $70.60 | Open | 511 | Avery Brooks: Added after margin commentary improved while revenue growth held. |
| Jun 29, 2026 | Add | XLE Energy Select Sector SPDR | 3.0% | $93.50 | Open | 267 | Elias Morgan: Increased energy tilt as inflation surprise risk rose. |
| Jun 27, 2026 | Add | BRK.B Berkshire Hathaway | 1.2% | $416.80 | Open | 394 | Mara Chen: Increased defensive compounder weight after pullback. |
| Jun 18, 2026 | Trim | NOW ServiceNow | 1.5% | $802.10 | 8.2% | 503 | Avery Brooks: Trimmed position that moved above target sizing. |
| Jun 16, 2026 | Trim | COST Costco Wholesale | 1.5% | $858.40 | 15.6% | 402 | Mara Chen: Reduced position after valuation expanded above target band. |
| Jun 11, 2026 | Trim | TLT iShares 20+ Year Treasury Bond ETF | 4.0% | $90.20 | -2.2% | 262 | Elias Morgan: Reduced duration after real yields moved higher. |
Risk guardrails
Guardrails look balanced for the current simulation: diversified pilots, visible cash, and controlled high-risk exposure.
Recent activity
Add SHOP mirrored
Jun 30, 2026
Avery Brooks: Added after margin commentary improved while revenue growth held.
Add XLE mirrored
Jun 29, 2026
Elias Morgan: Increased energy tilt as inflation surprise risk rose.
Add BRK.B mirrored
Jun 27, 2026
Mara Chen: Increased defensive compounder weight after pullback.
Trim NOW mirrored
Jun 18, 2026
Avery Brooks: Trimmed position that moved above target sizing.
Mara Chen subscription active
May 16, 2026
$24,000 allocated to Conservative Dividend Compounder in paper mode.
Elias Morgan subscription active
Jun 2, 2026
$18,000 allocated to Macro ETF Rotator in paper mode.
Avery Brooks subscription active
Jun 21, 2026
$16,000 allocated to Quality SaaS Growth Investor in paper mode.
Open exposure preview
Top model holdings from active pilots, scaled conceptually to your paper allocations
| Pilot | Ticker | Asset | Model weight | Paper exposure | Unrealized |
|---|---|---|---|---|---|
| Mara Chen | COST | Costco Wholesale | 12.5% | $3,000 | 16.2% |
| Mara Chen | BRK.B | Berkshire Hathaway | 11.4% | $2,736 | 7.6% |
| Mara Chen | MSFT | Microsoft | 10.8% | $2,592 | 17.0% |
| Elias Morgan | SPY | SPDR S&P 500 ETF | 24.0% | $4,320 | 4.4% |
| Elias Morgan | TLT | iShares 20+ Year Treasury Bond ETF | 16.0% | $2,880 | -3.5% |
| Elias Morgan | XLE | Energy Select Sector SPDR | 14.0% | $2,520 | 7.3% |
| Avery Brooks | MSFT | Microsoft | 13.0% | $2,080 | 10.8% |
| Avery Brooks | NOW | ServiceNow | 10.5% | $1,680 | 7.8% |