Built for eligible U.S. brokerage accounts

Follow the signal. Keep the steering wheel.

Cohortail brings investor-led portfolio discovery to automated investing—so you can follow a strategy you understand, with controls that stay in your hands.

Clear fees. Visible disclosures. No black-box promises.

Strategy brief

Long-view quality

A portfolio lens built around durable businesses and patient ownership.

Holdings

42 positions

Rebalance

Quarterly

Your limit

10% drift

The thesis, holdings, and trade logic stay readable.

Start with the allocation

Understand the next move before it moves.

A guided sample lets you inspect the portfolio logic, costs, and first paper step in one quiet pass.

The Cohortail model

Delegated investing, without delegated understanding.

Most automated products ask you to trust an allocation you never see. Cohortail starts with the opposite question: whose strategy would you follow, and why?

01

Choose a point of view

Discover strategies led by verified large investors, with the thinking behind the positions.

02

Set your guardrails

Choose how much to follow, define allocation boundaries, and keep your risk tolerance in the conversation.

03

Let the account do the work

Receive automated trade replication and performance reporting in your eligible brokerage account.

Read the portfolio

A strategy should have a voice, not just a ticker list.

Cohortail turns a portfolio into something you can examine: the investor behind it, the thesis that shapes it, and the controls that keep it aligned with you.

Explore portfolios

What you can see

A clearer control panel

Investor

A verified large-investor perspective

Thesis

The reason behind every position

Controls

Your allocation and drift boundaries

Built for clarity

Trust is a product surface.

We are designing around the parts of investing that deserve plain language: where your assets live, how trades are handled, what it costs, and what the strategy can and cannot do.

Custody

Your account stays with your eligible brokerage provider.

Controls

You choose the allocation boundaries that fit your goals.

Reporting

See activity and performance in a format you can follow.

Disclosures

Fees, conflicts, and limitations are part of the experience.

Start with a conversation

Bring your questions. We’ll bring the plain English.

Cohortail is being built for investors who want automation without handing over the map. Request early access and tell us what you want a strategy to make clear.

cohortail@polsia.app