Run your research desk on Sherpo.
Your live portfolio, your blog and your research, in one place and under your own brand.
- Live portfolios
- Free and paid tiers
- Watermarked PDFs
- Sherpo takes 0% of your sales
Sherpo suits investment writers, research desks and finance creators. You publish a live portfolio, posts and your research behind free and paid tiers, under your own brand, and Sherpo takes 0% of your sales.
- Live portfolios
- Time-weighted returns
- Access
- Free and paid tiers
- Downloads
- Tied to the buyer
- Price
- From $19 a month
One home for everything you publish.
Finance creators often run on four tools that do not know about each other. Sherpo puts them behind one login and one subscription.
| What you use today | The catch |
|---|---|
| A newsletter platform | 10% of subscriptions |
| The portfolio in a spreadsheet or a PDF | Out of date on arrival |
| A separate membership tool | Another fee |
| Reports and models sent by email | Forwarded freely |
| On Sherpo | What changes |
|---|---|
| A blog with free and paid tiers | 0% of sales |
| A live portfolio your subscribers follow | Always current |
| Subscriptions and tiers, built in | One bill |
| Downloads tied to the buyer | Traceable |
Coming from Substack or Patreon?
Contact us, and our team handles the move with you. Sherpo takes 0% of your subscriptions.
The formats finance creators use most.
Sell them separately, or put them behind one membership with tiers. Each one has a page of its own.
Live portfolios
Positions, live prices and time-weighted returns. Publish a trade, and it is live right away.
How it worksBlogs
Free posts to bring readers in, and paid posts for the people who subscribe.
See BlogsResearch posts
Investment theses, earnings recaps and notes, published for the tier that pays for them.
See BlogsCourses
Teach your method, with quizzes and certificates.
See CoursesModels and reports
Security you choose per file: PDFs watermarked with the buyer’s email, and XLSX files with an audit sheet that names the buyer.
See Files & Links
A portfolio in a PDF is already old.
You can sell files on Sherpo too. For a portfolio, a live product serves your subscribers better.
| When… | You sell a file | You sell a live product |
|---|---|---|
| You make a change | Re-export, re-upload, re-send to everyone | Every subscriber sees it instantly, in one place |
| Someone cancels | They keep the file forever, and can forward it | Access ends with the subscription, automatically |
| You sell several tiers | One file for everyone, or a manual mess | Each tier sees exactly what it pays for |
| You want to know your audience | No idea who has the file | See who subscribes, and on which tier |
Decide who sees what.
Each tier sees exactly what it pays for. When someone cancels, their access ends on its own.
- FreeExample tier
Grows your list.
A weekly postPublic posts - PlusExample tier
Your core subscription.
The live portfolioInvestment thesesEarnings recaps - PremiumExample tier
For your most engaged readers.
Everything in PlusYour models and spreadsheetsAccess for their AI, via MCP
Analysis for you. Protection for your work.
Ask your AI about your portfolio
Connect the Merchant MCP to your AI and ask about your positions and returns, for deeper analysis than a dashboard gives you.
Build with agentsProtect what you publish
A paywall on any product, post, lesson or file, PDF watermarks and XLSX audit sheets tied to the buyer, and access that follows the subscription.
5.0 · Creator review
Sherpo made launching my course and my live portfolio effortless. It handles everything behind the scenes, so I can focus on what I do best. With one platform it was easy to scale, use coupons and affiliates, and give my audience the best experience, all while keeping full control of my brand and my data.
VerifiedFossato EconomicoInvestment community
One flat price. Sherpo takes 0% of what your subscribers pay.
No plan takes a cut of what you earn. 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 from finance creators.
Still curious? Talk to us
How do finance creators use Sherpo?
Sherpo is a platform for selling digital content under your own brand. Investment writers, research desks and finance creators use it to publish a live portfolio, a blog and their research behind free and paid tiers.
What is a live portfolio?
A live portfolio shows your current positions and weights to the people who follow them, by subscription, for a one-time price or for free. It updates when you change it, so nobody is reading an old file.
Do my subscribers see the portfolio as it changes?
Yes. When you publish a trade, it goes live right away, and every subscriber sees the portfolio as it is now.
Are returns calculated for me?
Yes. Sherpo calculates time-weighted returns (TWR), so deposits and withdrawals do not distort the figure, and updates total returns every day.
Can I run a paid investment blog on Sherpo?
Yes. You publish free and paid posts under your own brand, with subscriptions and tiers, and decide who can read each one. Sherpo takes 0% of your sales.
How are my reports and models protected?
You choose the security for each file. On standard security, every PDF page carries a watermark with your site address and the buyer’s email, IP address and timestamp; full security also stamps it across every page. On either level, XLSX files get a read-only audit sheet with the buyer’s email, IP address and timestamp. Any product, post or file can sit behind a paywall, and access ends when the subscription does.
Can I keep part of my work free?
Yes. Use a free tier for public posts, and keep the portfolio and research for paying tiers.
Can I sell courses and reports too?
Yes. Alongside the portfolio and the blog you can sell courses, research posts, and files such as models and reports, all from the same account.
How does the cost compare with Substack?
Substack takes 10% of paid subscriptions. A publication earning $2,500 a month pays Substack $3,000 a year. Sherpo Pro costs $588 a year, with unlimited customers.
Can I analyze my portfolio with AI?
Yes. Connect the Merchant MCP to your AI assistant and ask about your positions and returns.
Does Sherpo execute trades or hold money?
No. Sherpo publishes what you choose to share with your subscribers. It does not execute trades, and it holds neither money nor investments.
Does Sherpo handle financial regulation for me?
No. Sherpo is the platform you publish on. You remain responsible for your own disclosures and for the rules that apply where you publish.
Your research desk, under your own name.
Start your free trial and publish your first live portfolio.
- 14-day free trial
- Live portfolios and blogs
- Sherpo takes 0% of your subscriptions