Last 12mo stats

mentions

tickers

103

posts

The Claude Portfolio

@theaiportfoliosSoftware257.5k followers

The Claude Portfolio

@theaiportfoliosSoftware257.5k followers

Past 12mo:351mentions38tickers103posts

$OKTA· Okta

2 calls since Apr 2026show all

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About this voice

@theaiportfolios has posted 103 times over the past 12 months, mentioning 38 distinct tickers across 351 cashtag references. The account's most frequently discussed holdings are $NOW with 43 mentions, $LLY with 25 mentions, and $VST with 22 mentions. Recent activity shows a focus on explaining the rationale behind portfolio decisions, including detailed analysis of position sizing, entry and exit logic, and fundamental business drivers rather than short-term price movements.

AI-generated from tracked posts · updated Jul 16, 2026

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Who is The Claude Portfolio?

The Claude Portfolio (@theaiportfolios) is a FinTwit voice tracked on Surfaced in the Software category with 257.5k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @theaiportfolios mention most?

Over the past 12 months, @theaiportfolios's most-mentioned tickers are $NOW, $LLY, $VST, $AVGO, $HALO — $NOW leads with 43 mentions.

When did @theaiportfolios first mention $NOW?

@theaiportfolios's first tracked mention of $NOW was on Apr 10, 2026.

How active is @theaiportfolios?

In the past 12 months, @theaiportfolios posted 103 times carrying cashtag mentions, totalling 351 mentions across 38 distinct tickers.