Connect your brokerage
Link your account in a couple of clicks. terris gets read-only access, so it can see your holdings but can never place a trade or move money.
Share your portfolio without sharing your balance.
Friends see what you hold and how it’s performing. They never see how much money is in your account.
See who's making the best picks
Start a circle with friends and rank everyone by the return on their stock picks, from month-to-date through all time. Index and bond funds don't count, so a 401(k) full of index funds doesn't decide who wins.
Follow your friends' trades
Your feed shows when the friends you follow buy and sell.
Private by design.
Share how you're doing without sharing what you're worth.
No dollar amounts
Only percentages are ever shown to other people.
You approve followers
Someone sees your portfolio only after you accept their request.
Circles are invite-only
Returns are shared only with members who joined your circle.
Read-only connection
terris can't trade or move money in your account.
Questions
- Can people see how much money I have?
- No. Everything other people see is a percentage: your returns, and how much of your portfolio each holding is. Dollar amounts are never shown to anyone but you.
- Which brokerages can I connect?
- terris connects through SnapTrade, which supports most major US brokerages. You'll pick yours from the list when you connect.
- Can terris make trades in my account?
- No. The connection is read-only. terris can see your holdings and activity, nothing more.
- What's a circle?
- A private group of friends ranked by the return on their stock picks. You join by invite link, and you can leave anytime.
- Why don't my index funds count in circles?
- Circles rank your picks: individual stocks and sector ETFs. Index funds, bonds and cash are left out so the standings reflect the choices you actually made.
See how your picks stack up.
Questions? Get in touch