Portfolios

This site publishes performance data about Portfolios available on Autopilot. It does not rank, recommend, or select Portfolios for any person, and it does not assess whether any Portfolio is suitable for you. Suitability is assessed only inside the Autopilot app, based on your Client Questionnaire responses.

All figures are as of 2026-07-27. We publish the 50 largest by AUM. We maintain many more. Figures as of 2026-07-27. That is a coverage count, not a quality ranking.

Sorted by AUM (not a performance ranking), net of the working-model Advisory Fee where a return is shown, among 50 portfolios matching the current filters. Eligibility: published daily-return history in this artifact. INV-1 portfolios (under 90 days or 30 points) are excluded from performance sorts. DORMANT and CLOSED are excluded from performance sorts unless status is requested. Stale rows are excluded from performance sorts unless include_stale is set. Tie-break: portfolioKey ascending. Missing sort values sort last.. This ordering is not a recommendation and does not indicate that any Portfolio is better or more suitable than another. Artifact is stale; this is not a current ranking.

Default list is AUM, not a performance ranking. Search matches name, manager, slug, and portfolio key. Risk, maturity, provenance, status, min_days_live, order, and include_stale also work as query parameters, matching GET /api/portfolios. Example: /portfolios?sort=sharpe&maturity=MATURE&provenance=actual_client_composite.