The Shrimpy application provides premium users the ability to allocate and follow social leaders. Once a leader is being followed, automatic updates will be brought from the leaders portfolio into your own portfolio.
In order to begin following a leader, there are a few steps that need to be taken. The first step is to upgrade your account to a premium Shrimpy account to gain access to the social leaders.
Next, navigate to the social tab in the Shrimpy application. You will see a number of cards that display the performance and small description of each leader's portfolio.
On this tab, you can select a leader you would like to learn more about.
Selecting a leader opens their personal portfolio with more details. On each leader profile page, you can view their profile, follow them (via the "Start Automation" button), favorite the leader, and browse their history.
If you like a user's portfolio, you can copy their allocations or start automating the leader. Copying the portfolio of a leader will make a copy of their portfolio in your "Automation" tab. "Automating" a leader will immediately activate this leaders portfolio for you and continue adjusting your portfolio whenever the leader makes a change. In this tutorial, let's assume we will "Automate" this leader.
Once you select to automate the leader, you will be prompted to select the portfolio (of yours) that you want to automate. Additionally, confirm that you understand they will be automating your portfolio, starting right when you click to "Start".
You are now following your first leader! The leader information will be added to your "Automation" tab for quick access. If you ever wish to unfollow the leader, simply select "Start Automation" on another leader or automation, or deactivate the leader by going to "Edit" or "Start Automation" on the page for the leader on your "Automation" tab.
If you have any questions about social leaders, please send us an email to [email protected]