Your portfolio,
managed by an AI
that never sleeps.
Autopilot puts your entire portfolio on intelligent autopilot — building, monitoring, trading, and rebalancing automatically. It’s the kind of hands-on, tactical management that used to require a six-figure minimum. You get it for a transparent, accessible fee, and you stay in control the whole way.
Three jobs.
Done continuously.
While most platforms set your allocation once and rebalance back to it, Autopilot does the work a tactical wealth manager would — every day, across every account you connect. Personalized to your goals. Transparent at every step.
It trades for you.
When your strategy says it’s time to act, Autopilot acts — placing trades within the policy you signed. Every order is routed through your existing brokerage; every fill is reconciled and explained in plain English, usually within a minute.
It adapts to the market.
Autopilot reads the economic environment — growth, inflation, recession, recovery — and shifts your portfolio toward what historically performs well in each regime. Most platforms stay static. Yours actually responds.
It protects your taxes.
Tax-loss harvesting, lot-level selection, and wash-sale protection run continuously — not once a year. Every trade considers your after-tax return, and Autopilot files a clean year-end summary so April never sneaks up on you.
What it costs
at your size.
Move the slider. The fee scales with the book and stops scaling at the size where additional basis points stop changing the answer — past $1m you’re paying for the team, not the AUM.
- < $100k$49.99 flat — Autopilot Standard
- $100k–$250k35 bps — Autopilot+
- $250k–$1m25 bps — Autopilot+
- > $1m20 bps · capped — overage absorbed
A robo holds the wheel straight.
Autopilot turns it.
Robo-advisors run a fixed, one-size-fits-all allocation and rebalance back to the same target year after year. That works fine when markets are calm. When they're not — inflation, recession, regime change — a static wheel keeps driving the same direction. Autopilot reads where the market actually is and tilts your portfolio toward what works in that environment.
- GROWTHLean into equities and growth sectors.
- INFLATIONARYAdd commodities, REITs, inflation-protected bonds.
- RECESSIONARYDefensive equities, short-duration bonds, more cash.
- RECOVERYCyclicals, small-cap, credit risk re-engaged.
You know everything that happens.
Any time it happens.
Autopilot's job is to handle the things you used to lose sleep over. Your job is to live your life. You can check in any time and see exactly what changed, why, and what it cost in taxes — in language anyone can read.
Including the 401(k)
you couldn't move.
Most platforms see only the accounts you transfer to them. Autopilot manages your portfolio holistically — trading your brokerage accounts directly and trading inside your held-away 401(k) without ever taking custody of your money. One strategy, every account, no compromises.
Traded directly
- Schwab · Fidelity · Vanguard
- Interactive Brokers · Alpaca
- Apex-cleared custodians
Traded via Pontera
- Fidelity NetBenefits
- Vanguard · Empower
- Most major recordkeepers
Monitored
- Read-only via Plaid
- Liquidity floors enforced
- Cash sweep recommendations
Modeled
- Manual value entry
- Net-worth integrated
- Concentration risk flagged
Three ways you stay
in control.
Autonomous doesn't mean unaccountable. The platform was built so that you can pause, override, or stop autonomous trading from anywhere — and so that we can't do anything you didn't agree to in the first place.
Your policy is the limit.
Single-position caps, sector tilts, liquidity floors, instrument restrictions — you set them once, and Autopilot literally cannot trade outside them. Your money. Your rules. Encoded into every order.
One tap pauses everything.
From Settings on iOS or the web dashboard, you can pause autonomous trading instantly. Pending trades freeze; the system explains itself; nothing resumes until you say so.
Auto-pause on anomaly.
The system pauses itself before you have to — when drift exceeds your threshold, when market volatility spikes past your guardrail, or when anything looks off. You're notified immediately and asked to confirm before trading resumes.
The first five we hear.
If yours isn't here, the in-app chat answers anything else — usually with a specific number tied to your specific portfolio.
Does Autopilot take custody of my money?+
No. Your money stays at your existing brokerage — Schwab, Fidelity, Interactive Brokers, or whichever custodian you connect — and Autopilot trades through their API on your behalf. If you cancel tomorrow, your assets do not move and neither does your cost basis. SIPC protection follows your broker, not us.
How is this different from a robo-advisor like Betterment?+
Robo-advisors use Modern Portfolio Theory and a fixed allocation — set on day one, rebalanced to the same target whenever it drifts. Autopilot does the same baseline work, plus tilts your portfolio when the market environment shifts. Inflation, recession, recovery — these are different environments, and we believe your portfolio should respond to each one rather than ignore them.
What if I want to override a trade?+
Two options. You can change the policy that produced the trade — adjust your caps, tilts, or restrictions — and Autopilot will recompute. Or you can pause autonomous trading entirely and manage manually. There's no penalty either way, and you can resume at any time.
Will it manage my 401(k)?+
Yes, via Pontera — a third-party service that lets us place trades inside your existing 401(k) without taking custody. Works with Fidelity NetBenefits, Vanguard, Empower, and most major recordkeepers. Your employer's match, contribution schedule, and plan rules are unaffected.
What does it actually cost on a $250,000 portfolio?+
At $250,000, you'd be in the 35-basis-point tier — about $875 per year, or roughly $73 per month. There are no performance fees, no kickbacks, no spread markup, and no payment for order flow. You can model your exact fee on the pricing page.
Put your portfolio
on Autopilot.
Setup takes about ten minutes. Shadow mode runs for two weeks while the system learns your book. Your first autonomous trade lands at the next allocation window after you sign.