coteau Get App

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.

I already own some stocks (optional: show trades)

Shopping list · Valley Forge Capital (13F) (13F copy)

FICO 25.8% · $799.73 3 sh
$2,399
SPGI 19.9% · $438.12 4 sh
$1,752
MCO 19.1% · $475.35 4 sh
$1,901
MA 17.6% · $620.42 2 sh
$1,241
ASML 10.9% · $1630.84 0 sh
$0
VV 5.1% · $406.57 1 sh
$407
INTU 1.6% · $335.29 0 sh
$0
Invested
$7,700
Left in cash
$2,300
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.

Sign in to get alerts when these holdings move

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.