Questions and answers

What this platform is, what each open page shows, and how to read it. Members get the same answers inside, on their own help page.

Common questions

What do I need to get started?

Request access with the email tied to your school or Google sign-in. An officer reviews each request. Once the account is open you can join a fund and place a paper trade in minutes. A short placement quiz suggests a fund that fits how you think about risk; it is a compass, not a gate.

What markets can I trade?

US listed equities and ETFs on live market data. Capital is simulated on the club's internal engine; this is not a live brokerage order. Which names and portfolios you can use follows the fund rules your club sets. Ask your club lead which instruments your portfolio allows.

Who is this for?

Learners, student-managed investment funds, and faculty who need fund rules, a guardrail, and a reason on every trade. It is built for education and a verifiable record, not for live brokerage.

Can I really add this to my resume or share it with employers?

Yes, as a record you control. Every position is backed by a logged thesis, and you choose what goes public, module by module. You can share that record with faculty and on an application. Structured, consented access for hiring teams is on the roadmap, and we will not claim it before it ships.

How do you prevent people from gaming the system?

The reasoning is logged before the trade, not after. Changes are timestamped and visible; there is no silent edit and no silent erase. One account per person, tied to a school or organization. Resets go through a sanctioned process and stay in the record.

What happens when I graduate?

You keep it. The record is yours, not the club's, and it stays portable after you leave.

Is it free for students?

Student access is arranged through your club or school, or as an individual plan. Individual accounts and club or semester plans are priced separately. We would rather quote the real number than publish an invented one, so ask your club lead or reach out for current plans.

Can my school or investment club create a group on the platform?

Yes. The platform is built for student-managed investment funds and clubs. A club lead or officer requests access, members join under that organization, and the portfolios, fund rules, and records stay with the club. Reach out through Request access and say you are standing up a club.

What do I actually get?

A trading record you can stand behind: every position backed by a logged thesis, research published under your name, and a profile where you decide exactly what the world sees.

What does it cost, and who pays?

Individual accounts and club or semester plans are priced separately. We would rather quote you the real number than publish an invented one, so ask your club lead or reach out for current plans.

Who sees my record?

You do, until you say otherwise. Everything is private by default; you choose what goes public, module by module. Data export and account deletion are self-service in Settings.

For faculty and administrators: what oversight do we get?

Written fund rules the platform actually enforces, pre-trade guardrails that block rather than warn, an audit trail on every allocation decision, and a clean handoff when your cohort turns over.

Are the performance numbers real?

They are computed, never typed. Returns, Sharpe, and drawdown come from the same trade and equity data every fund runs on, and you can watch them live on Fund Performance.

How hard is it to start?

Minutes. A short placement quiz suggests a fund that fits how you think about risk. It is a compass, not a gate.

For hiring managers: can I actually screen with this?

Not as a dedicated product yet. What exists today is real: a public team page and published research from real members. Structured, consented access for hiring teams is on the roadmap, and we will not claim it before it ships.

For advisers: Learn

Learn XP is not a course grade, not a transcript item, and not evidence in recruiting.

The concept map is visible to the member, and, where the chapter has an officer, to that officer only.

Free-text check-in answers are graded on the restricted tutor lane with a pseudonymous id and scrubbed text.

XP already awarded stays on the ledger; a check-in can be re-taken but never overridden live.

The open pages

The public site

What this platform is, how it works, and what the club publishes openly.

  1. Read the sections down the page for what the platform does.
  2. Open Research, Team, Fund Performance or Fund Policies from the header.
  3. Press Login to sign in if you already have an account.
Open the page
YupTrack demo

Watch the product film, understand the two core workflows, and request a demo seat or walkthrough.

  1. Watch the film or read the two workflow sections.
  2. Choose a self-serve seat, a live walkthrough, or both.
  3. Complete the required first step and optionally tell YupTrack about the fund.
  4. Open a seat link or wait for the walkthrough follow-up.
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Research library

The club's published research, open to anybody.

  1. Press a category chip to narrow the list.
  2. Sort by newest or most viewed.
  3. Open a card to read the document and its revision history.
  4. Use Previous and Next to move through the pages.
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The team page

The public directory of the people in the club, in whatever detail each of them chose to publish.

  1. Read the cards. Only people who chose to appear here are listed.
  2. Open a card to read that person's public record.
  3. Read the record page's method notes if you want to know how its figures are built.
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Fund performance

The club's public funds, their curves and how they compare with one another.

  1. Read the club overview cards and the combined chart.
  2. Open a fund card for that fund's own page.
  3. Use the comparison table to read the funds side by side.
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Fund board

The public funds ranked on risk adjusted terms, with a correlation control.

  1. Read the risk adjusted columns first. Raw return is not the sort.
  2. Change the window to see a different period.
  3. Pick something in the correlate control to see how a fund moves against it.
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Fund policies

What an investment policy statement is, and the published policy for each public fund.

  1. Read the explainer at the top for what a policy statement is.
  2. Use the contents list to jump to a fund.
  3. Expand a fund's card to read its policy in full.
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A public record

One person's own public record, showing exactly what they chose to publish and nothing else.

  1. Open a record from a link the person shared, or from the team page.
  2. Read the modules on it. A record is off by default and shows only what its owner turned on.
  3. Read the methodology page if you want to know how the figures are built.
How to read a record

A guide to reading a member's record: what each title requires, what the record never shows, and how to check it.

  1. Read the title ladder for what each title asks of a person.
  2. Read the worked example, which is labelled as demonstration data.
  3. Read the list of what a record never shows.
  4. Use the checks listed at the end to verify anything you are shown.
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The Operating Record guide

The web twin of the printed guide: the data a student may cite, what each title requires, and what the record shows.

  1. Read the data room table for what may be researched and cited.
  2. Read the title ladder table for what each title requires.
  3. Check the edition stamp against the printed copy you are holding.
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Club notices

The notices the club has chosen to publish openly.

  1. Read the list, which runs newest first.
  2. Open a notice title to read it in full.
  3. Press All club notices to come back to the list.
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Questions and answers

The questions this club is asked most, with the open pages each answer points at.

  1. Read the club's own questions at the top, if it has written any.
  2. Read the page list below for what each open page is for.
  3. Open a page from its card to read it in full.
Open the page
Subscribe

Sign up for the club's newsletter and choose how often you hear from it.

  1. Enter your name and email address.
  2. Choose the frequency you want.
  3. Tick the research notification box if you want it.
  4. Press Subscribe. Every email carries a link to stop them.
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Privacy policy

What the platform stores about a person, why, and for how long.

  1. Read the policy from the top.
  2. Use the section on your own rights for how to export or erase.
  3. Follow the link to the terms if you need the other half.
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Cookie policy

How the public website uses functional cookies and temporary sign-in storage.

  1. Read the functional-cookie explanation.
  2. Review the visitor choices and retention sections.
  3. Use the privacy contact if you have a question about a cookie.
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Contact

How to request a demonstration, support, privacy help, or accessibility assistance.

  1. Choose the section that matches your question.
  2. Use the listed email address or the Request Demo link.
  3. Do not email passwords or sensitive student information.
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Copyright and takedown notices

How a rights holder reports material on the platform, and what happens after they do.

  1. Read what a notice has to contain before you start.
  2. Fill the form, including the three statements, and keep the reference you are given.
  3. Read the counter notice section if your own material came down.
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Terms of use

The rules of using the platform, including the one account rule and the fact that nothing here stakes real money.

  1. Read the terms from the top.
  2. Read the one account clause before you make a second account.
  3. Read the clause on competitions, which are scored in points only.
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Accessibility

The platform's accessibility objectives, current limitations, and how to request assistance or report a barrier.

  1. Read the standards and accessibility-considerations sections.
  2. Review the statement's current limitations.
  3. Report anything that blocks you, naming the page and the browser or assistive technology you use.
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How we use AI

Every surface a language model runs on, what each one sees and does not see, which vendors receive a prompt, and where a person decides.

  1. Read the surface list to see where a model runs and what it is given.
  2. Read the processor table to see which vendor receives a prompt and whether it trains on it.
  3. Read the human review points to see what a model never decides on its own.
  4. Change what you share from Settings, under Privacy and data.
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Automated trading API reference

The REST reference for the trading and trade plan endpoints an outside client can call.

  1. Read the authentication section first.
  2. Find the endpoint you need in the reference.
  3. Read the rate limits and the error codes before you build against it.
  4. Use the connection snippets at the end to set a client up.
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How the pitch record is built

The method behind a public pitch record: what counts, what the figures mean, and what the record is not.

  1. Read what counts as a pitch and when one settles.
  2. Read the figures section for what each number means.
  3. Read the reliability tiers, which say how much sample sits behind a figure.
  4. Read the closing section on what a record is not.
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