How It Works
The rules, mechanics, and principles that make an Investor Strides track record credible. Transparent by design. Read this before you begin.
Who This Is For
Investor Strides is built for long-term active investors who want to build a career-grade track record — analysts, portfolio managers, or aspiring new professionals who make deliberate, research-driven decisions and want verifiable proof of it.
It is not a brokerage, a trading simulator, or a social network — and it is not designed for short-term trading strategies. The focus is on credibility, giving ambitious investors a way to build a track record that institutions and employers can trust.
Portfolio Integrity & Immutability
This is central to what makes an Investor Strides track record credible.
- Trades cannot be inserted retroactively.
- Historical executions cannot be edited or deleted.
- Executions use official market prices.
- Performance begins only when the portfolio is created.
- Once executed, a trade is permanently part of the record.
Closed and inactive portfolios
If you close a portfolio or stop using it, its historical track record is preserved in full. Closed portfolios retain their complete performance history. This permanence is by design — a track record only means something if it cannot be quietly erased.
Verified Performance Reports
Once you have built a track record, you can generate a verified performance report for any date range you choose. Reports are delivered as an Excel file and include end-of-period holdings, NAV history, executed order history, and performance metrics for the selected period.
If you are currently employed at an investment firm, think carefully before sharing recent trades externally. We recommend excluding trades from the past 90 days, as recent positions may reflect active ideas at your firm and could conflict with your employer's confidentiality policies. It is your responsibility to ensure any report you share complies with your firm's policies. The platform is meant to help your career, not create risk for it. When in doubt, use a 90-day buffer.
What “Verified” Means
A performance report generated by Investor Strides is verified because it is produced directly from the platform's recorded order history, execution logic, and official market data.
- ✓Users cannot manually edit fills, prices, or historical returns
- ✓Trade execution and performance calculations follow the platform’s rules
- ✓Reports are system-generated and delivered from an official @investorstrides.com address
Investor Strides verifies the integrity of the record: the trades, the timing, the prices, and the performance that resulted. It does not verify the investor's research process, intent, or the real-world scalability of their strategy.
How Portfolios Work
$100M
Every portfolio starts with a fixed cash balance of $100,000,000 USD
3
Run up to three separate portfolios for different strategies
Long Only
No short selling or leverage permitted
Private
Your portfolios and track record are private by default
Each new portfolio begins a new track record from the date it is created. Performance does not carry over between portfolios. You are in full control of who you share your performance with.
How Your Portfolio Updates
Your portfolio is valued daily using official end-of-day market prices. Holdings, cash, and performance metrics update automatically after each market close.
Base currency and FX
All portfolios are tracked and reported in USD. International holdings are converted using official end-of-day FX rates for the relevant date. Performance is always shown in USD.
Investment Universe
You can invest in common stocks only. No options, no crypto, no ETFs. The platform is designed to capture security selection and portfolio management skills.
We currently support U.S. equities only, with plans to expand into major developed and emerging markets over time.
Coverage expands only when market data quality, corporate action handling, and execution methodology meet platform standards. These markets are on our roadmap:
Current gaps:
How Orders Work
Submit
You can size positions two ways: enter a number of shares directly, or specify the change as a percentage of your total portfolio value. Either way, the system converts your input into an estimated share quantity using the last available end-of-day price.
Pending
Orders sit in a pending state until the next market close. You can submit orders at any time, including outside market hours.
Market-on-Close Execution
All orders are executed at the next official close of the relevant exchange using the official closing price. There are no limit orders, no intraday fills.
Execution Details
- If a market is closed on the day you submit (weekend or public holiday), your order rolls forward to the next trading day's close.
- When multiple orders are pending, they execute in the order they were submitted — first in, first out. On the buy side, if your available cash covers only part of an order, it is partially filled up to the number of shares you can afford. If your cash is insufficient to purchase even a single share, the order is cancelled and flagged accordingly. On the sell side, if you submit a sell order for more shares than you hold, only the shares you own are sold. In all cases, unfilled quantities are cancelled and do not roll forward to the next trading day.
Corporate Actions
The platform handles corporate actions automatically to ensure your track record reflects reality accurately.
Cash Dividends
Credited to your portfolio cash on the ex-dividend date.
Stock Splits
Share count and average cost adjust automatically.
Ticker & Name Changes
Full continuity of your position history is preserved.
Delistings
Position closed, proceeds returned to cash at the last available closing price.
Prove your edge.
Build a verified track record of your decisions.