Build Your Own Congressional Strategies: Introducing Custom User Portfolios

Take Control of Your Congressional Trading Strategy

User Portfolios are under active development. We are rapidly rolling out improvements weekly. Some features may evolve as we refine the experience based on your feedback.

For years, you've watched how members of Congress trade. Now, it's your turn to take the wheel. We are thrilled to announce the launch of User Portfolios, a powerful new feature that puts you in the driver's seat of your investment strategy.

Instead of just tracking Nancy Pelosi, you can now build, manage, and analyze your own custom portfolios directly within the Pelosi Tracker app. Whether you want to replicate a specific politician's strategy, combine top sector picks, or test a completely new hypothesis, our tools are now at your fingertips.

Key Features of User Portfolios

1. Build Custom Strategies

Create portfolios by combining different trading rules and politician strategies. Want to mix "Pelosi's Tech Trades" with "Crenshaw's Energy Moves"? You can now build complex strategies, name them, and track them as a single portfolio.

• Copy Politician Trades: Automatically mirror the buys and sells of your favorite representatives.
• Sector Focus: Build strategies that target specific sectors like Technology or Defense based on congressional activity.
• Mix & Match: Combine multiple politicians to create the ultimate "All-Star" congressional fund.

2. The Rule Creator

Fine-tune exactly how your portfolio behaves. Our new Rule Creator allows you to set specific conditions for every trade you track.

• Select Source: Choose which politician to follow.
• Filter by Sector: Only copy trades in specific industries.
• Set Allocation: Decide how much of your portfolio to allocate to each rule.

3. Advanced Performance Tracking

We've brought our pro-level analytics to your personal portfolios.

• 1-Year Performance History: See how your strategy would have performed over the last year.
• Real-Time Valuation: Track the total value and daily changes of your holdings in real-time.
• Holdings Distribution: Visualize your asset allocation with our dynamic distribution charts.

4. Manage Multiple Portfolios

You aren't limited to just one idea. Create up to 3 unique portfolios to test different strategies side-by-side. Compare a conservative dividend strategy against an aggressive tech-growth basket and see which comes out on top.

Coming Soon: The Debbie Wasserman Schultz Portfolio

We are constantly expanding our roster of tracked politicians, and we have a big one coming up.

We are putting the final touches on the Debbie Wasserman Schultz Portfolio. Known for her active trading in sectors like energy and telecommunications, her portfolio will soon be available for deep-dive tracking and analysis.

Check out the preview here: Debbie Wasserman Schultz Portfolio

How to Get Started

Getting started is simple:

1. Navigate to your Dashboard.
2. Click on the new "Portfolios" tab.
3. Hit "Create Portfolio" and start adding your holdings.

We built this feature because you asked for more ways to interact with the data. You might encounter rough edges as we continue to polish the system. This is just the beginning of our "Pro" suite of tools designed to give retail investors the same edge as Capitol Hill.

Start building today and let us know what strategies you uncover!