Portfolio story → holdings → P&L → crop → record.
- Pick one performance time frame
- Use only the positions the viewer needs
- Separate fictional performance from real track record
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About this resource
Published by Sold Reality. Sold Reality product details are based on the current V1 product; competitor-specific factual claims are checked against the public sources linked on comparison pages.
Questions
Should I use a stock portfolio or net-worth screen?
Use a stock portfolio for invested positions and trading performance; use net worth for a broader financial picture.
How many holdings should I show?
Only as many as the audience needs to understand the fictional account.
Can I create before-and-after portfolio states?
Yes. Saving a baseline makes repeat scenes and performance arcs easier.
Can fictional P&L be used in a real performance claim?
No. Use genuine account records for real investing results.