Copy a portfolio
Turn any model into a share-by-share shopping list.
How this works
Turn any model or portfolio into a share-by-share shopping list for your own account, or see the trades to rebalance what you already hold.
Shopping list · Trian (13F) (13F copy)
GE 52.0% · $299.87
17 sh$5,098
SOLV 21.9% · $86.39
25 sh$2,160
FERG 8.9% · $227.08
3 sh$681
WEN 8.7% · $6.52
133 sh$867
GEHC 6.8% · $70.23
9 sh$632
IVZ 1.5% · $28.78
5 sh$144
MICC 0.1% · $18.99
0 sh$0
Invested
$9,582
Left in cash
$418
Prices as of
2026-10-20
Uses the latest daily closes, so real fill prices will differ. Copying a portfolio means doing the trades yourself in your own brokerage account; we never place trades. Not investment advice.
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coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.