Julian Ciccale

The Playbook I Use to Run My 8-Figure Portfolio

Hi, I'm Julian.

After my software exit, I faced a new challenge: managing my own capital. The tools I needed for real diligence simply didn't exist, so I built the solution myself.

That solution became FolioTrail. It's not another stock-tip service—it's the literal dashboard I use every day to track my portfolio, conduct research, and hold myself accountable. My playbook, made visible.

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This isn't a newsletter with hot takes or a Discord with random call-outs. This is complete transparency into how I manage my own money—every position, trade, research note, win, and loss. Live. Unfiltered. Accountable.

This is the platform in action—built for process, not pronouncements:

Live portfolio view updates in real time

What makes this different:

Live Broker Sync: Every position, trade, and cash movement streams directly from my broker accounts. You see exactly what I'm doing with my own capital—no paper portfolios.

Complete Audit Trail: Time-stamped trade log lets you verify every execution to the penny. Full transparency, full accountability.

Deep Research: Fundamentals, valuation models, price targets, plus daily AI summaries of filings, news, and macro data. You learn why a thesis evolves, not just what I trade.

AI-Powered Intelligence: Custom agents summarize earnings calls, track insider activity, monitor sentiment, and flag macro events. Targeted intelligence for active portfolio management.

And this process has generated a real, verifiable track record through bull and bear markets:

Performance chart vs SPY, QQQ, IWM

*Past performance does not guarantee future results

Sample Deep-Dive Research

Here's the kind of analysis that goes into every position:

Sample Analysis #1 Sample Analysis #2

I'm opening up limited spots for serious investors who want to see the unfiltered process of managing a significant portfolio—wins, losses, research, and reasoning.

This isn't for quick tips or guaranteed returns. But if you're a serious investor who wants to see complete transparency and accountability, this might be exactly what you're looking for.

I'm offering a 30-day free trial. No commitments, no gotchas. See the platform, follow the process, evaluate the approach. If it's not for you, cancel with two clicks.

If you continue, it's $50/month or $500/year. Less than most people spend on coffee, for institutional-grade research and a complete investment process.

Fair? I think so. But you can decide for yourself.

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Common Questions

No. Foliotrail is an educational and entertainment service that shows my portfolio and decision-making process. It does not provide personalised recommendations, and past performance is not a guarantee of future results.
Sign up with a credit card, get full access for 30 days, and cancel online anytime in two clicks. If you continue after day 30, you'll be billed automatically—$50 monthly or $500 annually.
Live positions and P&L, a searchable trade log, daily AI + human insights, deep-dive models for every holding, macro dashboard, and real-time performance charts—everything shown in the screenshots above.
Trades, cash and positions sync within seconds of execution; market data refreshes every 30 seconds; AI insights and macro notes post automatically throughout the day.
No. You're subscribing to view my portfolio, not to link yours. All data is one-way—from my broker accounts to Foliotrail dashboard.
That's exactly the right question to ask. My edge doesn't come from being a traditional "trader"—it comes from being a founder. I've spent my career on the inside building, scaling, and selling businesses. I analyze public companies the same way a PE firm would analyze a private acquisition: focusing on M&A-level diligence, capital allocation, and the quality of the business itself. It's a fundamentally different playbook than day trading or technical analysis.
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