Watch a Real Portfolio Live

The Playbook I Use to Run My 8-Figure Portfolio

Hi, I'm Julian.

After my software exit, I faced a new challenge: managing my own capital. The tools I needed for real diligence simply didn't exist, so I built the solution myself.

That solution became FolioTrail. It's not another stock-tip service, it's the literal dashboard I use every day to track my portfolio, conduct research, and hold myself accountable. My playbook, made visible.

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This isn't a newsletter with hot takes or a Discord with random call-outs. This is complete transparency into how I manage my own money, every position, trade, research note, win, and loss. Live. Unfiltered. Accountable.

This is the platform in action, built for process, not pronouncements:

Live portfolio view updates in real time

What makes this different:

Live Broker Sync: Every position, trade, and cash movement streams directly from my broker accounts. You see exactly what I'm doing with my own capital, no paper portfolios.

Complete Audit Trail: Time-stamped trade log lets you verify every execution to the penny. Full transparency, full accountability.

Deep Research: Fundamentals, valuation models, price targets, plus daily AI summaries of filings, news, and macro data. You learn why a thesis evolves, not just what I trade.

AI-Powered Intelligence: Custom agents summarize earnings calls, track insider activity, monitor sentiment, and flag macro events. Targeted intelligence for active portfolio management.

And this process has generated a real, verifiable track record through bull and bear markets:

*Past performance does not guarantee future results

Sample Deep-Dive Research

Here's the kind of analysis that goes into every position:

Sample Analysis #1 Sample Analysis #2

I'm opening up limited spots for serious investors who want to see the unfiltered process of managing a significant portfolio, wins, losses, research, and reasoning.

This isn't for quick tips or guaranteed returns. But if you're a serious investor who wants to see complete transparency and accountability, this might be exactly what you're looking for.

I'm offering a 30-day free trial. No commitments, no gotchas. See the platform, follow the process, evaluate the approach. If it's not for you, cancel with two clicks.

If you continue, it's $29/month or $290/year. Less than most people spend on coffee, for institutional-grade research and a complete investment process.

Fair? I think so. But you can decide for yourself.

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Common Questions

No. Foliotrail is an educational and entertainment service that shows my portfolio and decision-making process. It does not provide personalised recommendations, and past performance is not a guarantee of future results.

Sign up with a credit card, get full access for 30 days, and cancel online anytime in two clicks. If you continue after day 30, you'll be billed automatically monthly or annually.

Live positions and P&L, a searchable trade log, daily AI + human insights, deep-dive models for every holding, macro dashboard, and real-time performance charts, everything shown in the screenshots above.

Trades, cash and positions sync within seconds of execution; market data refreshes every 30 seconds; AI insights and macro notes post automatically throughout the day.

No. You're subscribing to view my portfolio, not to link yours. All data is one-way, from my broker accounts to Foliotrail dashboard.

That's exactly the right question to ask. My edge doesn't come from being a traditional "trader", it comes from being a founder. I've spent my career on the inside building, scaling, and selling businesses. I analyze public companies the same way a PE firm would analyze a private acquisition: focusing on M&A-level diligence, capital allocation, and the quality of the business itself. It's a fundamentally different playbook than day trading or technical analysis.

Payments are processed by Stripe. Foliotrail never stores your card details; everything is transmitted over encrypted SSL.

Ex-tech founder, now full-time investor running my 8-figure portfolio.