A portfolio your subscribers watch move.
Publish a trade, and it goes live in your portfolio right away. Sherpo tracks your time-weighted returns, shows live prices for every holding, and keeps the whole record in one place.
- Time-weighted returns (TWR)
- Stocks and crypto
- Sherpo takes 0% of your sales
- Total return
- +421.7%
- 1 day
- +0.2%
- CAGR
- +55.5%
A live portfolio on Sherpo shows your holdings, their live prices and weights, and your time-weighted returns to the people who follow them, whether they subscribe, pay once or follow for free. When you publish a trade it goes live right away.
- Returns
- Time-weighted, updated daily
- Trades
- Live right away
- Holdings
- Live prices and % allocated
- Sherpo fee
- 0% of your sales
What is a live portfolio?
A live portfolio is a page that shows the positions you record, at live prices, with your return calculated for you. Unlike a spreadsheet or a PDF, it changes as you trade: when you publish a buy or a sell, the page updates. On Sherpo, a live portfolio is a product like any other: sell it by subscription, for a one-time price or in a bundle, or share it for free.
Publish a trade. It goes live.
A trade takes a few seconds to record, and it is in the portfolio as soon as you publish it.
- In Sherpo, or through your MCPEnter the trade in your dashboard, or ask your own AI to do it.
- Your price, or the market priceType the price you paid, or take the market price.
- Live right awayThe trade appears in the portfolio the moment you publish it.
Performance, holdings and every move.
One page that is always current, instead of a file that is old the day you send it.
- Total return
- +421.7%
- 1 day
- +0.2%
- 1 month
- +5.1%
- YTD
- +11.6%
- 1 year
- +12.8%
- CAGR
- +55.5%
| Symbol | Last price | Today | Total return | Allocation |
|---|---|---|---|---|
| NVDA | $230.86 | +1.09% | +1,512.15% | 43.81% |
| META | $725.93 | +0.10% | +481.95% | 15.86% |
| GOOGL | $338.24 | -1.70% | +279.53% | 10.37% |
| TSLA | $354.11 | -0.20% | +227.58% | 8.96% |
| AMZN | $248.23 | -0.37% | +189.24% | 7.90% |
| AAPL | $330.32 | -0.81% | +164.11% | 7.22% |
| MSFT | $512.80 | -0.02% | +114.04% | 5.80% |
- WatchMUMay 15, 2026
- SplitNVDA · 10-for-1Jun 10, 2024
- BuyGOOGL · $89.12Jan 3, 2023
Total returns update every day. Holdings show live prices, with the share of the portfolio each one takes.
Time-weighted returns, calculated for you.
Sherpo tracks time-weighted returns (TWR), the method the GIPS standards (the industry rules for reporting performance) call for, so deposits and withdrawals do not distort your track record.
- Updated dailyTotal returns are recalculated every day.
- Every periodTotal return, one day, one month, year to date, one year and CAGR.
- LeverageA negative cash position is supported, so a leveraged portfolio is shown as it is.
The reasoning behind every position.
Subscribers pay for your thinking as much as for your trades. Keep both in the same place.
- CommentsWrite a comment on each trade, or on a stock in general, of up to 1,000 characters.
- Files on each holdingAttach files to any stock or crypto you hold.
- A watchlistKeep a list of the names you are following and have not bought yet.
Run it from your own AI.
Connect the portfolio to your AI through MCP, the standard that connects AI assistants to other tools. Use it to record trades, and to go deeper than a dashboard can.
- Record trades by askingYour AI publishes the trade, and it goes live right away.
- Ask about your own bookPositions, weights and returns, in plain language.
- Reports on requestAsk for returns by period or by holding.
Buy 20 NVDA at market price, and tell me which holding has the highest total return.
sherpo · portfolioDone. The trade is live in your portfolio. NVDA has the highest total return of your holdings: +1,512.15%.
By subscription, once, in a bundle, or free.
A live portfolio comes with the same sales tools as everything else on Sherpo, and Sherpo takes 0% of what you earn.
- Charge
- Free
- One-time
- Subscriptions
- Tiers
- Bundles
- Sell more
- Coupons for a product or a whole tier
- Flash sales with an expiration date
- Affiliates, with payout tracking
One flat price. Sherpo takes 0% of what subscribers pay.
Sherpo keeps none of what your subscribers pay. Start on Lite, and move up to Pro when you want your own domain or the full feature set.
Sherpo Lite
$19/ month
Sherpo hosts your site. The quickest way to start selling.
- A site at yoursite.sherpo.io
- Your homepage, built from blocks
- 10 GB and 2,500 customers, no AI video minutes
Sherpo Pro
Most popular$49/ month
Every feature, hosted by Sherpo, plus a self-hosted front-end in your own codebase if you want one.
- Your own domain if you want one, white-label
- Quizzes and certificates, and up to 30 custom pages
- 100 GB, 600 AI video minutes a month per store and unlimited customers
- AI transcripts, subtitles, video summaries and chapters
On every plan
- Sherpo takes 0% of your sales
- Unlimited products
- Video hosting with no bandwidth fees
- A 14-day free trial on Lite and Pro
Questions about live portfolios.
Still curious? Talk to us
What is a live portfolio?
A live portfolio shows your holdings, their live prices and weights, and your returns to the people who follow them. You can sell it by subscription or for a one-time price, put it in a bundle, or share it for free.
How are returns calculated?
Sherpo tracks time-weighted returns (TWR) and updates total returns every day. TWR is the method called for by the GIPS standards, the industry rules for reporting performance.
How do I record a trade?
In Sherpo, or through your MCP. You enter the price you paid, or take the market price.
When do subscribers see a trade?
Right away. A trade goes live in your portfolio as soon as you publish it, from Sherpo or from your AI through MCP.
Can I use leverage?
Yes. A negative cash position is supported.
Can I add notes and files?
Yes. You can comment on each trade or on a stock in general, up to 1,000 characters a comment. You can also attach files to each holding and keep a watchlist.
Does it cover crypto?
Yes. A portfolio can hold stocks and crypto.
Who can see my portfolio?
The people you choose: a tier, buyers who paid once, or anyone if you share it for free. When a subscription ends, access ends with it.
Does Sherpo execute trades or hold money?
No. Sherpo publishes what you choose to share with your subscribers. It does not execute trades or hold investments.
Can subscribers ask their own AI about my portfolio?
Yes. Like every product on Sherpo, a live portfolio is open to subscribers’ AI assistants through MCP, so they can ask about its holdings and returns.
Does Sherpo take a cut of my live portfolio sales?
No. Sherpo takes 0% of your sales on every plan. You pay a flat price, plus your payment provider’s standard processing fees.
Which plan do I need for live portfolios?
Lite, at $19 a month, is enough to start, and Sherpo hosts your site on every plan. Pro, at $49 a month, adds your own domain, white-label (no Sherpo branding), a self-hosted option in your own codebase and the full feature set.
Publish your portfolio on Sherpo.
Start your free trial and share your first live portfolio.
- 14-day free trial
- Time-weighted returns
- Sherpo takes 0% of your subscriptions