Filing aware
Delayed data, clearly labeled
Every portfolio shows quarter, filing age, source notes, and warnings that public holdings are not live positions.
xStocks map
See what can be mirrored
CopyFolio separates supported tokenized-equity symbols from unmatched holdings before any basket is prepared.
One tap
Prepare the basket
Review target weights, estimated dollars, warnings, and then open or share the basket with a compatible venue.