Portfolio Ideas: Curated and Fund Manager Portfolios
Portfolio Ideas is a browsable gallery of ready-made portfolios: 13 curated starter portfolios built by CleaRank, plus 543 fund manager portfolios reconstructed from public institutional filings. Each one carries a construction quality score, a risk level, and a recent return figure, and any of them can be deployed to the simulator in one click.
What is inside
The gallery holds two separate collections, and they are not pooled together. The curated starter portfolios are 13 thematic baskets such as AI & Robotics Growth, Dividend Champions, Magnificent Seven, Warren Buffett Clone, Crypto & Blockchain, and Clean Energy Future. Each card shows the number of holdings, the top tickers, a one-line thesis, and a one-year return with a sparkline.
The Fund Managers tab holds 543 portfolios reconstructed from public institutional holdings filings by well-known investment managers. They are a study library: a way to see how experienced allocators actually spread capital, sector by sector and position by position.
The one-year return shown beside an idea is refreshed on a schedule rather than streamed live, so read it as a recent snapshot, not an up-to-the-second quote.
What your plan includes
Portfolio Ideas is included on every CleaRank plan, including the Free plan: the 13 curated starter portfolios and all 543 fund manager portfolios. You can compare the plans on the plans and billing page.
Browsing and filtering
Four tabs organize the tool: Explore (the curated gallery), Fund Managers, My Ideas (portfolios you have bookmarked with the save icon on any card), and Compare (line ideas up side by side). Within Explore you can filter by Category (All, Growth, Value, Income, Thematic) and Risk Level (All, Low, Moderate, Aggressive), and change the sort order from the default Featured.
Quality scores measure construction, not returns
Every portfolio carries a quality score from 1 to 10, shown to one decimal place. The score rates structural construction and nothing else. It looks at the breadth of holdings, how concentrated the largest position is, whether the basket contains broad market or bond ballast, and the stated risk posture. Single-theme baskets, thematic or crypto, are penalized for that narrowness.
The score deliberately ignores past performance. It never looks at return, Sharpe ratio, expense ratio, or drawdown. That means a high score does not predict performance, and a strong recent return will not lift a narrow basket. As the disclaimer in the detail view puts it: “Quality scores assess portfolio construction, not expected returns. They are not investment advice.”
Conviction bands
Next to the score, each idea shows a conviction badge taken straight from that number:
- 8.0 and above: High Conviction
- 6.0 to 7.9: Medium
- Below 6.0: Speculative
A Speculative badge is not a warning to avoid the idea. It is a signal that the basket is narrow or concentrated, so size it as a satellite position rather than a core holding.
The detail view
Open any card to see the full picture: the complete allocation with weights, plus the portfolio’s metrics, quality score, and conviction badge. From the detail view you can bookmark the idea into My Ideas, customize it through the Portfolio Generator, or deploy it directly.
One-click deploy to the simulator
- Pick a portfolio. Browse Explore or Fund Managers and open the idea you want to try.
- Review the allocation. Check the holdings and weights in the detail view.
- Deploy. One click fills a basket of positions in your Trading Simulator account using its virtual practice balance. You can then track the whole basket live, position by position, with zero real money at stake.
Frequently asked questions
Are Portfolio Ideas recommendations to buy?
No. They are educational references that show how thematic baskets and well-known managers allocate. Whether any of them fits your situation is a decision only you can make, and nothing here is financial advice.
How many portfolios are there?
Two separate collections: 13 curated starter portfolios built by CleaRank, and 543 fund manager portfolios reconstructed from public institutional filings.
Which plan includes the fund manager portfolios?
Every plan, including the Free plan, includes all 543 fund manager portfolios and the 13 curated starter portfolios.
What does the quality score actually measure?
Construction only, on a 1 to 10 scale with one decimal: the breadth of holdings, how concentrated the largest position is, whether the basket holds broad market or bond ballast, and its stated risk posture. It never looks at return, Sharpe ratio, expense ratio, or drawdown, so a high score describes how a basket is built and does not predict performance.
Where do the fund manager portfolios come from?
They are built from public institutional holdings filings, which managers file on a delay. They reflect reported holdings at the time of filing, not live positions.
Does deploying an idea move real money?
No. Deployment opens positions in the Trading Simulator against your virtual practice balance. No real trades are placed and no real money moves.
Can I customize a portfolio before deploying it?
Yes. You can take any idea into the Portfolio Generator, adjust it to your goals and constraints, and deploy the customized version instead.
Try it yourself
Browse the curated starter portfolios and the fund manager library, then deploy one in a click.
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CleaRank tools are for education and analysis. Nothing in this guide is financial advice.