The founder of InvestHub invests his own money through Interactive Brokers and shows subscribers everything: positions, entry prices, profits and losses. A new trade reaches Telegram and Discord and appears in the dashboard within 15 minutes of execution.
The team portfolio is laid out like your own: the same tabs and the same reports.
Portfolio value, profit, average annual return, today’s change and the number of positions. The same measures the founder uses to judge his own result.
Every year next to the index, the bad ones included. In the dashboard the same picture is available by month, with a heatmap.
For each holding you can see the average entry price, the current price, the profit or loss and its share of the portfolio. Nothing is hidden or averaged out.
Every buy and sell with its date, quantity and price, as well as dividends, fees and cash movements. You can trace any decision from entry to exit.
How the portfolio is split across holdings, asset classes and currencies. A separate tab shows the positions that are already closed, with the result for each.
Open any holding: realized and unrealized profit, dividends received, fees and a price chart with the team’s trades marked on it.
A separate portfolio that the founder runs for his child, with a long horizon. A living example of how to save for years ahead.
Another view of the market: the structure of the portfolio, with weights and the result for each position. It is useful to compare two different approaches to the same stocks.
On the Infinite plan three journals are added to the portfolio: sold puts, wheel cycles and earnings straddles. For each trade you can see the premium, the collateral and the annualized return.
On the Infinite plan the team’s buys and sells are marked right on the chart in the Charts section: you can see the levels at which the founder entered and exited.
Nobody writes the notifications by hand or chooses what to show. The system publishes the trade itself.
The founder trades through Interactive Brokers. The source of the data is the broker itself, not a retelling: what reaches the portfolio is what was actually executed.
Every 15 minutes the platform asks the broker for trade confirmations. A new trade is detected automatically, with no human involved.
A message goes to the Trades topic in Telegram and to Discord. It gives the direction, quantity, price and amount. For a sale it adds the entry price and the result in percent.
At the same time the trade goes into the team portfolio: into the list of trades, the positions and the stock’s chart. The dashboard’s notification bell shows a mark for the new trade.
On top of the quick notifications, every four hours the platform reconciles the portfolio with the broker’s full report: trades, dividends, fees and cash balances.
The headline figures and the returns by year are taken from the founder’s portfolio, and the other illustrations are hypothetical. Past returns do not guarantee future returns.
Part of the portfolio is visible to every visitor, and the full picture is available to subscribers.
The portfolio’s positions are turned into the buildings of a 3D city: the larger the weight, the taller the building. A clear way to see the structure in a second.
Once a month the blog publishes a review of the portfolio: what was bought and sold, how the value changed and what conclusions were drawn.
The team does not hide the fact that trades happen. The homepage runs a delayed feed, so that anyone can judge how active the portfolio is.
Trades arrive in the same group where subscribers discuss the market and put questions to the team.
Your own My portfolio section is built on the same reports. Compare your return, allocation and holdings with the team portfolio.
The team portfolio shows how one particular person invests, with all the mistakes. Whether to repeat the trades or not is up to you.
The team portfolio and trade notifications are available from the Premium plan.
Compare plansHonest answers to the main questions
Real money. The founder invests his own money through Interactive Brokers, and the data reaches the dashboard directly from the broker: trades, dividends, fees and balances.
The platform checks the broker for trade confirmations every 15 minutes. A new trade is published in Telegram and Discord and appears in the dashboard within that interval.
In the Trades topic in Telegram, in Discord and in the dashboard’s notification bell. Access to the community opens together with the Premium plan.
Yes. Returns are shown for every year, including the negative 2022, and positions closed at a loss stay in the history. The system publishes the trades, so it is impossible to pick only the successful ones.
That is your decision. The team portfolio is meant as an open example and as material for checking your own ideas, not as trading signals. Your goals, time horizon and amounts are different, and what suits the founder may not suit you. This is not investment advice.
Three portfolios: the founder’s main portfolio with its full trade history, the child portfolio and the second team member’s portfolio, which shows the weights and the result for each position.
Each tool works on its own, and together they cover the whole investor journey
Create an account for free and look at the trade feed. The full portfolio and the notifications come with the Premium plan.
InvestHub is not an investment adviser and gives no personal investment recommendations. The materials and tools on the platform are for information only. Past performance does not guarantee future results.