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Whales Auto Tracker: A Beginner's Tutorial

2025-11-043minsHuman written

Content

Welcome to the ultimate guide on using Whales Auto Tracker—the premium feature that lets you automatically follow the top holdings of elite hedge funds (like ARK Invest) and U.S. Congress members. Built on real 13F filings and disclosures, this tool constructs simulated portfolios, rebalances them based on updates, and delivers performance insights with daily-updated net value curves. Whether you're a novice investor or a seasoned trader, Whales Auto Tracker simplifies "whale watching" so you can ride the waves of institutional moves.

In this tutorial, we'll walk you through everything: from subscribing and adding whales to your watchlist, to interpreting performance metrics, receiving trade alerts, and understanding the behind-the-scenes magic. Let's dive in!

Step1: Find and Add Whales to Your Watchlist

Browse the Whales Tracker Page

Navigate to Whales Tracker Page.
Scroll or search for top funds like:
1. ARK Investment Management LLC
2. Berkshire Hathaway Inc.
3. Soros Capital Management
4. Renaissance Technologies
5. Pershing Square Capital Management
Or explore Congress Members (e.g., Nancy Pelosi).

View Whale Details

Click any whale to open its detail page:

Free Content (All Users):
- Whale description
- Total Return, Annualized Return, 1D Return, Sharpe Ratio
- Net value curve (daily updated)
- Performance vs. S&P 500

Paid Content (Subscribers Only):
- Full holdings list (top 20) with P&L and position size
- Rebalance trade log with trade direction and trade price
- Adjusted % Position weights
- Trade alert notification

Add to Watchlist

On the detail page, click the heart icon in the top-right corner to add this whale to your tracker list.
Switch to the "Whale" tab in your watchlist to track all followed whales portfolios.
You’ll now receive push/email notifications for rebalances (buy/sell alerts).

Step2: Monitor Performance & Trade Updates

Key Metrics

Metric	Description
Total Return	Cumulative gain since inception
Annualized Return	CAGR
1D / 1M / 3M / 6M Return	Short-term performance
Sharpe Ratio	Risk-adjusted return
Net Value Curve	Daily updated equity line vs. S&P 500

View Trade History

Click “See More” → full-screen trade log (chronological).
Shows:
- Date
- Action (Buy/Sell)
- Stock, Fill Price, New Weight
- Example: “Sep 2: Sell HOOD @ $100.34 → 9.03% weight”

Step3: Receive Smart Notifications

Only for followed whales. Sample alerts:

-【Whales Tracker Alert】

ARK Investment Management LLC has bought TSLA in its tracker portfolio. Fill price: $432.10

-【Whales Tracker Alert】

Berkshire Hathaway has sold NVDA from its tracker portfolio. Fill price: $138.50

Step4: Popular Trades Dashboard (Split by Region)

Popular US Trade

Top Increase and Decrease in U.S. stocks (3M Share Change)

Popular HK Trade

Top Increase and Decrease in Hong Kong stocks

Step5: Subscribe to Whales Auto Tracker (Premium Add-On)

Whales Auto Tracker is not included in standard plans (Basic, Pro, Max, or Expert). It's a standalone premium subscription:

Pricing Options:
- Semi-Annual: $199.99 (billed every 6 months)
- Annual: $319.99 (20% discount vs. two semi-annual payments)
No free trial

Final Tips for Success

Start with ARK to test the flow.
Follow 3–5 whales—diversify strategies.
Check daily for new trade alerts.
Compare curves vs. S&P 500 to spot alpha.
Upgrade annually to save 20%.

Ready to swim with the whales?

Subscribe today and let institutions do the heavy lifting—while you collect the gains.

Whales Auto Tracker: Because even minnows can follow giants. 🐳📈

Data delayed per SEC 13F rules. Past performance ≠ future results. Not investment advice.

Frequently Asked Questions

What is the Whales Auto Tracker feature?

The Whales Auto Tracker feature allows users to automatically follow the top holdings of leading hedge funds (e.g., ARK) and congress menber based on their 13F filings and disclosure. It constructs a simulated portfolio weighted by the relative proportions of these holdings, rebalanced periodically to reflect updated filings, providing an easy way for beginners to mirror elite investment strategies.

Is the Whales Auto Tracker included in my current subscription plan (Basic, Pro, Max, or Expert)?

No, the Whales Auto Tracker is not included in the Basic, Pro, Max, or Expert plans. It is available as a premium add-on through a separate subscription, allowing users of any plan tier to access this feature based on their needs.

Is there a free trial or refund available for the Whales Auto Tracker subscription?

No, the Whales Auto Tracker premium add-on is a non-refundable service and does not offer a free trial period. We encourage users to review the feature description and capabilities thoroughly before subscribing to ensure it meets their investment needs. All sales are final.

How does the Whales Auto Tracker select holdings for the portfolio?

The feature selects the top 20 holdings from an institution’s 13F filings, weighted by their relative proportions (Adjusted % Position). Holdings beyond the top 20 are excluded to focus on the most impactful positions, reflecting the institution’s core stock-picking strategy.

How often is the portfolio updated?

The portfolio is rebalanced weekly based on the latest SEC filings, typically collected around the 20th of each month. Note that 13F disclosures have a 45-day lag (e.g., Q2 2025 data is available by mid-August), which may affect real-time tracking.

Can I see the performance of the simulated portfolio?

Yes, the Whales Auto Tracker provides performance metrics such as 3-month return and Sharpe Ratio, along with a net value curve updated daily. These metrics help you evaluate the portfolio’s performance against benchmarks like the S&P 500.

Is the Whales Auto Tracker suitable for beginners?

Absolutely! The feature is designed to be user-friendly, allowing beginners to effortlessly follow the portfolios of top hedge funds and congress members. Simply select an institution, and receive automated notifications to mirror their trades.

How do I use the Whales Auto Tracker feature?

To use the Whales Auto Tracker: 1. Subscribe to the premium add-on plan. 2. Navigate to the whales list and select an institution or congress member(e.g., ARK or Nancy Pelosi). 3. Add the whale to your watchlist from its detail page. 4. Recevie buy/sell notifications based on the portfolio’s rebalancing. 5. Monitor performance metrics, trade updates, and holdings on the whale’s detail page or under the “Whale” tab in your watchlist. 6. Enjoy the effortless profits from following the moves of top whales!

How can I copy and track the portfolio manually?

You can manually copy the tracked portfolio by first setting a total investment amount. Then, purchase the holdings according to their proportional weights in the portfolio (as shown on the whale’s detail page). When rebalancing signals are triggered (via buy/sell notifications), adjust your positions proportionally to match the updated weights, maintaining the simulated portfolio’s structure over time.

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