The AI Portfolio Trackers

Public project testing how well AI can do at picking stocks
$280M+ invested alongside Claude, GPT, Grok, and more
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[The AI Portfolio Trackers @aitrackers_]

Back in March 2026, a PhD graduate from Wharton gave Claude agents a brand new $50,000 portfolio with one instruction: beat the S&P 500

So far mission accomplished:

• Up 24.5% since March 3 vs 10.69% for the S&P
• $52,000,000 following the trades
• Every position and every trade public on this account

Post in 24 hours explaining how the trading agents work

[The AI Portfolio Trackers @aitrackers_]

For transparency sake, here's the $50K it is managing

Now for those interested in investing alongside the portfolio

We got you 🤝

Alejandro listed it on Autopilot where you can connect your broker & do just that

Stay tuned for the full picks to come: https://t.co/ZeI2bojfoT

[The AI Portfolio Trackers @aitrackers_]

The Claude Autonomous Agents have officially arrived

Back in March, @alejandroll10 set them up with a brand new $50,000 portfolio to see how well they do at investing in stocks

Can they outperform Buffett?

Here’s how the portfolio works:

[The AI Portfolio Trackers @aitrackers_]

As a reminder, this is a public challenge to see how well Claude agents do at picking stocks

There is a 0% idea how it'll do, but the results will be sharing the process along the way

It shares it's findings at 5PM so that's when we'll share it's updates & newest set of picks

[The AI Portfolio Trackers @aitrackers_]

See the Claude Portfolio by @alejandroll10 on Autopilot

You can see holdings or trade alongside 👇

https://t.co/ZeI2bojfoT

[The AI Portfolio Trackers @aitrackers_]

Back in March 2026, a PhD graduate from Wharton gave Claude agents a brand new $50,000 portfolio with one instruction: beat the S&P 500

So far mission accomplished:

• Up 24.5% since March 3 vs 10.69% for the S&P
• $52,000,000 following the trades
• Every position and every trade public on this account

Post in 24 hours explaining how the trading agents work

[The AI Portfolio Trackers @aitrackers_]

There's risk obviously, but that's where opportunity shows

• DefenCath's Medicare reimbursement (TDAPA) is transitioning off its temporary add-on pricing
• CorMedix depends heavily on a handful of large dialysis customers
• The stock is still down 43% from its 52-week high

But that's also why the setup is interesting

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades

Including buying up to $12M of Bloom Energy $BE

Major Buys Include:
• Bought 15,000 shares of Bloom Energy $BE
• Bought 10,000 shares of Intel $INTC

She bought new call options:
• Bought up to $5M of $BE leaps
• Bought up to $500K of $INTC leaps

[The AI Portfolio Trackers @aitrackers_]

So Lilly isn’t just racing Novo Nordisk and the rest of pharma.

With retatrutide, Lilly is racing something much stranger:

the unauthorized market for its own drug.

And that market got a head start.

[The AI Portfolio Trackers @aitrackers_]

That might be the clearest sign yet that obesity drugs have entered a completely new era.

The molecule doesn’t need FDA approval to become culturally famous anymore.

The clinical trial itself can create demand.

And once millions of people know the name of the molecule…

the internet creates supply.