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User Contributed Model Portfolios

Every investor has at least one big idea that they feel will out-perform the markets. Whether it is dividend investing, buying wide-moat companies, investing in marketplaces or vice-stocks, there is always a road-not-taken when it comes to portfolio construction.

With our User Contributed Model Portfolios, we invite investors to test their theory out.

We will do the heavy-lifting required to track P&L, benchmark, calculate metrics, adjust for dividends, etc. All you have to do, dear investor, is to follow your passion.

To keep it fair, we have only two constraints:

  1. You can change your portfolio only once a day.
  2. You can maintain only one model portfolio. No spray-and-pray allowed 🙂

It is open to all subscribers under account/manage.

Good luck!

Using the FreeFloat Portfolio Manager

Most subscribers will be happy with receiving emails on portfolio changes and manually putting in the trades in their brokerage account. It works for strategies that track one, maybe two ETFs.

A simple portfolio update.

However, if you want to follow multiple strategies or strategies that trade more than 10 stocks, this can quickly get out of hand.

One way to manage this complexity, is to have FreeFloat drive it.

  1. Once you have executed the trades with your broker, update the trade details on the account/transactions page. This keeps your FreeFloat portfolio in-sync with your brokerage portfolio and differentiate between different strategies.
  2. Specify the funds for which FreeFloat should size each strategy in account/manage. This will make sure that the positions being traded add up to the target.

If this is done, then the account/portfolio page will look like this:

The FreeFloat portfolio page

And the account/transactions page can also be used to keep track of historical transactions:

The FreeFloat pending transactions page
The FreeFloat historical (executed) transactions page

Use the account/manage to add/remove funds to different strategies or stop following them:

By using the FreeFloat Portfolio Manager system, you can track multiple strategies and manage your positions with ease.

Related: A Newsletter with an API

Getting Started

Getting started on FreeFloat.us is easy.

  1. Register on the app with your email address. Click on the verification link on the email sent to you.
  2. Login using your registered email address and head over to account/subscribe and subscribe to the plan that fits you best.
  3. Browse through different investment strategies and subscribe to the ones that you are interested in.
    • The starting portfolio will be emailed to you within the first few minutes.
    • You will be emailed subsequent changes to the portfolio as the strategy gets executed.

Subscribe to our weekly substack

We publish important product updates and how-tos here. But for everything related to investment strategies and models, our substack is where the action is. And it is free!

A Newsletter with an API

When you subscribe to a strategy, you start receiving email alerts whenever there are changes to the portfolio. It looks something like this:

Trade Alert

You can use this information to trade your positions with a broker. Once you have done so, you need to login to your transactions page to update your portfolio on FreeFloat. This is an essential step for making sure that your trade and position details with FreeFloat are in sync with your actual portfolio.

FreeFloat allows you to track the performance of multiple strategies simultaneously. But it works only if you sync-up your trades.

If you know a bit of programming, you can make use of our free API to download transactions, execute them through your broker and keep them in sync. Just login to your profile page and click on “(Re)Generate.” Once you have the key, go to RapidApi and Github to have a look at the docs and samples. We have a working integration with the Interactive Brokers API if you have an account with them.

Most users will be happy just receiving the Trade Alert emails and manually managing their portfolios. But for those you who want to go the extra step, we got you covered!

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