Preparing for private beta

Find the investors who invest like you.

Investor Twin turns your portfolio into a clear comparison with publicly disclosed institutional portfolios—so you can see where your investing styles align and where they differ.

Read-only brokerage accessNo custodyNo trade execution
Illustrative result Public filing data

Your closest investor twin

Public Fund A

84%
QualityConcentratedLong-term
Shared conviction7 holdings
AAPL
18.4%
AMZN
10.2%
V
6.7%
You Public fund

Sample data for product illustration only. No affiliation or endorsement is implied.

Holdings overlap Allocation weights Sector exposure Public filings

The comparison, made legible

From holdings to insight
in three clear steps.

Investor Twin is built to show its work. Every result connects back to the portfolio data and public filings behind it.

01

Bring your portfolio

Connect a supported brokerage with read-only access, upload a screenshot, or add holdings manually.

02

Meet your closest twins

Investor Twin compares holdings, allocation weights, and sector exposure with public institutional filings.

03

Understand the match

See the shared positions, meaningful differences, and conviction behind every similarity score.

Built for understanding—not imitation

A match is a starting point for research, not a recommendation.

Public institutional filings are historical snapshots. Investor Twin helps you explore similarities and differences, but it cannot tell you what an investor owns today, why they made a decision, or what you should buy or sell.

Read the important terms

Trust is part of the product

Your portfolio deserves careful handling.

01

Read-only by design

Broker connections are requested for portfolio data—not permission to move money or execute trades.

02

Explainable comparisons

A score is accompanied by the holdings, weights, and sector exposure that produced it.

03

You stay in control

Disconnect a brokerage connection or request account and portfolio-data deletion at any time.

Investor Twin

See your portfolio from a different point of view.

Investor Twin is currently preparing for a limited private beta. Product, brokerage, and regional availability may change before launch.

Contact the team