INVESTING, BUILT FOR GROUPS

Analyze Your Investments. Run Your Club. Build Your Community.

CoShares brings together personal portfolios, investment clubs, and research circles — so you can organize, analyze, and invest alongside your existing brokerage.

Free to start · No brokerage move required

Experience all three CoShares modes for free. Only pay when you choose to unlock premium features.

Club
Portfolio
Circles

Portfolio: Organize and analyze your personal investments.

CoShares Members

125

Money Tracked

$296,736

Active Groups

32

20 Clubs · 12 Circles

Platform

Three Ways to Invest. One Platform.

Start with one or use all three — every mode is available on the free tier. Explore a live demo of each, no account required.

Personal Portfolio

Portfolio

Your personal investments, organized. Connect your brokerage, track performance, generate reports, and get AI-powered insights for your portfolio.

Investment Club

Club

Pool capital with people you trust. Track contributions, vote on proposals, manage shared ownership, and build wealth together.

Research Circle

Circles

Collaborate on investment research without pooling funds. Share ideas, watchlists, and analysis with a community of thoughtful investors.

Why CoShares

Why CoShares Is Different

More than a social investing app. More than a traditional investment-club tool. CoShares uniquely brings all three ways to invest together — with a low barrier to start.

One Platform, Three Modes

Portfolio, Club, and Circles work together seamlessly. Start with one and expand as you go — no separate apps, no disconnected tools.

Analyze Your Investing Community

Communities connect their accounts. CoShares reads the data to organize and interpret it — we allow you to build reports, track community performance, and manage investments.

Low Barrier to Start

Free tier with no account minimums. Create an account, connect your brokerage, and start exploring in minutes — not weeks.

Comparison

How CoShares Compares

CoShares brings together what other tools only do in part — so you can invest your way without switching platforms.

FeatureCoSharesSocial Investing AppsTraditional Club Tools
Personal Portfolio Tracking
Investment Club Management
Private Research CirclesLimited
AI-Powered Insights
Free to Start
Onboard Investment CommunitiesLimited
Group ReportingLimited
How It Works

How It Works

Start in three simple steps. No experience required.

1

Create your account

Sign up and set up your profile in minutes. No credit card required to explore.

2

Choose your mode

Track your portfolio in Solo, group invest with a Club, or compare performance in a Circle — or use all three. Switch between modes anytime.

3

Connect your brokerage

Upload brokerage statements or link your investment accounts. Your investments stay where they are — we just organize and analyze the data.

Ready to Get Started?

Join CoShares and discover a smarter way to invest — together and on your own.