Actively Managed

Live

Last refresh 5 Oct 2026, 22:46:02 UTC · Data as of Oct 5, 2026 · Launch 2025-01-29 · 614 days live

HTMLMarkdownJSONCompare this recordAutopilot client composite since launch

Official published record. Risk band MEDIUM. Maturity MATURE. Published fields, not a suitability rating.

About this Portfolio

This portfolio is actively managed to capture opportunities across market environments. The approach emphasizes buying strength on pullbacks, spotting emerging trends, and maintaining disciplined risk control, the foundation of a performance-driven strategy.

Marketplace Portfolio description, reproduced for identification and context. It is not a recommendation. Performance figures on this page come from the published live composite.

About InTheMoney

YouTube market educator and stock investor/trader

Marketplace Pilot bio reproduced from the Autopilot app. Marketplace identity only. It does not change the legal management classification shown above.

These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice.

72.8%
gross 72.8%
1.4793
2.2817
-28.5%
30.2%
Days live
614
AUM
$230.46M

Performance disclaimer

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before Pilot subscription amounts. Autopilot does not charge an advisory fee.

"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 10/05/26. Performance shown reflects the period from 9/28/26 - 10/05/26. Actively Managed: past week +4.1%; 1Y +72.8%; since inception (1/29/25) +171.3%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Not a recommendation. View important info at joinautopilot.com/disclaimer.

Primary periods

Net is the default display. Period end is data as-of 2026-10-05.
PeriodNetGross
1 year72.8%72.8%
5 year: n/a — launched 2025-01-29n/an/a
10 year: n/a — launched 2025-01-29n/an/a
Since Autopilot inception (2025-01-29)171.3%171.3%

No benchmark comparison is published for this Portfolio.

Based on all time performance. Past performance doesn't guarantee future results.

Risk

81.1%
CAGR gross
81.1%
30.2%
2.8404
40.5%
-15.1%
58

Equity curve

Downsampled published curve, not the daily-return tape. 151 points from 615 daily observations. Official max drawdown is the daily-series field, not this chart.

Equity curve data table (151 points)
Downsampled equity curve (cumulative return from Autopilot launch). Official max drawdown is the daily-series field, not this table.
DateCumulative return
2025-01-290
2025-02-020.02705
2025-02-060.02664
2025-02-100.03542
2025-02-140.10207
2025-02-180.08449
2025-02-220.02906
2025-02-26-0.01042
2025-03-02-0.02378
2025-03-06-0.0724
2025-03-11-0.12397
2025-03-15-0.09415
2025-03-19-0.07816
2025-03-23-0.07144
2025-03-27-0.06768
2025-03-31-0.11095
2025-04-04-0.20031
2025-04-08-0.21234
2025-04-12-0.11743
2025-04-16-0.15893
2025-04-21-0.18657
2025-04-25-0.07803
2025-04-29-0.07922
2025-05-03-0.05956
2025-05-07-0.06299
2025-05-11-0.03535
2025-05-150.04955
2025-05-190.0761
2025-05-230.0616
2025-05-270.0877
2025-05-310.0801
2025-06-050.10641
2025-06-090.14766
2025-06-130.13488
2025-06-170.17495
2025-06-210.1821
2025-06-250.23063
2025-06-290.24351
2025-07-030.27187
2025-07-070.26373
2025-07-120.30021
2025-07-160.32792
2025-07-200.34526
2025-07-240.34362
2025-07-280.3767
2025-08-010.34861
2025-08-050.38459
2025-08-090.42585
2025-08-130.43788
2025-08-170.43086
2025-08-210.36268
2025-08-260.3935
2025-08-300.3763
2025-09-030.3766
2025-09-070.37854
2025-09-110.44232
2025-09-150.46793
2025-09-190.50434
2025-09-230.49876
2025-09-270.47377
2025-10-010.54575
2025-10-060.60679
2025-10-100.55625
2025-10-140.57064
2025-10-180.58069
2025-10-220.57484
2025-10-260.65165
2025-10-300.67484
2025-11-030.70336
2025-11-070.61295
2025-11-120.64949
2025-11-160.58881
2025-11-200.49124
2025-11-240.5683
2025-11-280.62577
2025-12-020.62026
2025-12-060.64554
2025-12-100.66558
2025-12-140.59358
2025-12-180.59084
2025-12-230.65902
2025-12-270.66694
2025-12-310.64787
2026-01-040.70012
2026-01-080.71396
2026-01-120.76464
2026-01-160.78826
2026-01-200.75549
2026-01-240.84137
2026-01-280.90571
2026-02-010.83958
2026-02-060.74356
2026-02-100.74607
2026-02-140.74014
2026-02-180.73844
2026-02-220.75669
2026-02-260.75441
2026-03-020.72998
2026-03-060.65753
2026-03-100.7152
2026-03-140.66273
2026-03-190.70253
2026-03-230.67453
2026-03-270.5673
2026-03-310.60572
2026-04-040.65187
2026-04-080.75928
2026-04-120.81442
2026-04-160.91288
2026-04-200.90039
2026-04-241.03608
2026-04-291.01713
2026-05-031.06678
2026-05-071.23564
2026-05-111.38004
2026-05-151.29529
2026-05-191.23117
2026-05-231.36044
2026-05-271.49302
2026-05-311.53894
2026-06-041.58591
2026-06-091.43973
2026-06-131.51209
2026-06-171.55806
2026-06-211.66032
2026-06-251.61029
2026-06-291.62768
2026-07-031.47339
2026-07-071.44318
2026-07-111.52844
2026-07-161.41215
2026-07-201.37706
2026-07-241.35063
2026-07-281.23214
2026-08-011.3271
2026-08-051.43652
2026-08-091.44993
2026-08-131.50362
2026-08-171.51323
2026-08-211.42833
2026-08-261.42121
2026-08-301.42475
2026-09-031.43517
2026-09-071.48099
2026-09-111.48361
2026-09-151.42208
2026-09-191.53551
2026-09-231.60899
2026-09-271.63801
2026-10-011.65455
2026-10-051.71342

Holdings

Holdings shown are the largest 5 positions by current weight as of 2026-10-05T22:46:02.656034Z. This is not a list of best-performing positions. Holdings change over time. This is not the complete holdings book; concentration figures are calculated on the positions shown and are labeled partial.

Largest N by current weight. Not a list of best-performing positions.
TickerCompanyWeight
AMDAdvanced Micro Devices24.7%
MUMicron Technology, Inc.23.0%
NVDANvidia Corp19.2%
TSMTaiwan Semiconductor Manufacturing Company Ltd.17.0%
MSFTMicrosoft Corp16.1%

Concentration partial. HHI n/a.

Fees

Current subscription

Current InTheMoney - Full Access plans for this Pilot. Same price for every Portfolio under this Pilot. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. 5:00 AM America/New_York snapshot, held until the next rebuild. Not part of the published fact-sheet record used for net returns.
PlanAmountBilled
Quarterly$79.99every 3 months
Yearly$199.99every year

The current subscription for this Pilot, InTheMoney, is $199.99 per year as of 2026-10-05. Autopilot does not charge an advisory fee on top of that subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures. Account minimum omitted (unconfirmed_omitted).

Record notes

Autopilot client composite since launch means the time-weighted return of actual Autopilot client accounts that follow this Portfolio, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow the strategy, the composite is the 10 oldest follower accounts, equal-weighted. If fewer than 10 clients are invested, the data represents all clients following this strategy.

All figures are as of 2026-10-05.

Published returns do not deduct an Autopilot advisory fee. Autopilot does not charge an advisory fee or an AUM fee. Pilot subscriptions are not deducted from these figures. Broker-dealer transaction costs, fund expenses, and taxes are not deducted either.

Sharpe ratio, risk-free rate assumed 0%. Sortino uses the same zero risk-free-rate assumption.

This Portfolio is created and managed by Autopilot Advisers, LLC as part of our advisory services, which are general and impersonal in nature and are not personalized advice. Actively Managed does not manage this Portfolio and has no relationship with Autopilot or its clients. Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios. Autopilot may terminate this Portfolio at any time.

614 days live; 171.3% observed-period return

Official max drawdown is the published daily-series field. It is not read from the downsampled sparkline. Worst month and recovery are withheld when that curve does not reproduce the official drawdown.

1-year, 5-year, and 10-year at equal prominence. Missing long windows are labeled n/a with the Autopilot launch date. Since Autopilot inception fills the comparison. Gross and net use the same window. Past week, YTD, 1-month, and 3-month are supplemental. The 7-day window in the performance disclaimer describes the past-week figure. Sharpe, CAGR, and the official series remain Autopilot launch through as-of.

Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. They are not deducted from the published return figures. Broker-dealer transaction fees, wire fees, margin costs, and fund expense ratios are charged by your broker-dealer. See Form ADV Part 2A and Form CRS. Specific terms are in the Investment Advisory Agreement.

When at least 10 clients follow the strategy: time-weighted return composite of the 10 oldest follower accounts, equal-weighted across accounts. If fewer than 10 clients are invested, the aggregate of all clients following the strategy is used. Money-weighted returns are rejected. This is not a single-account track record and not a backtest.

Accounts in composite: 10. The 10-oldest-follower cohort selects accounts that did not churn; n=10 is a small-sample estimator with real noise. Per-follower breakdown is not exposed.

Rebalance: not disclosed. Rebalance cadence is not independently structured.

Supplemental periods

Supplemental. Not larger than the primary row.
PeriodNetGross
past week4.1%4.1%
ytd64.6%64.6%
three month9.7%9.7%
one month9.4%9.4%

Published values

Same decimals as JSON / Markdown
FieldValueStatus
sharpe1.4793ok
sortino2.2817ok
one_year_net0.72841ok
one_year_gross0.72841ok
one_week_net0.04067ok
one_week_gross0.04067ok
all_time_net1.713425ok
all_time_gross1.713425ok
cagr_net0.810867ok
cagr_gross0.810867ok
max_drawdown-0.285479ok
ann_vol0.302328ok

Important disclosures

Material risks

Investing in this strategy can result in loss of principal. Returns are volatile and drawdowns can be larger than the published maximum. Holdings may be concentrated in a small number of names or sectors. Liquidity, turnover, taxes, and trade timing can cause an individual account to differ from the published composite. Creator dependence and disclosure or reporting lag apply to Portfolios inspired by publicly disclosed trading activity. The composite uses a small sample (n=10 when at least 10 clients follow; all clients when fewer). Options, margin, or leverage, if present in underlying holdings, increase risk. Past performance does not guarantee future results.

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.

Any investment advice, strategies, or recommendations are provided solely by Autopilot Advisers through the Autopilot app. Autopilot Holdings does not provide investment advice and is not responsible for the accuracy, completeness, or timeliness of any investment advice given by Autopilot Advisers.

Legal, conflict, and limitation disclosures

The information provided on this website and through the Autopilot app is for informational purposes only. Autopilot Holdings Corporation ("Autopilot Holdings") is not an investment adviser and does not provide investment advice. Any investment advice is generated and managed by Autopilot Advisers, LLC ("Autopilot Advisers"; together with Autopilot Holdings, "Autopilot"), which is an investment adviser registered with the Securities and Exchange Commission (SEC). This Fact Sheets site publishes live-composite performance data. It is not investment advice.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Investing in securities involves significant risk, including the risk of loss of principal. Past performance does not guarantee future results, and there can be no assurance that any investment strategy or security will meet its objectives or achieve any specific financial outcome. You should only invest risk capital that you can afford to lose without impacting your financial stability. Carefully consider your individual financial situation, investment goals, and risk tolerance before making any investment decisions.

You should consult with a qualified financial advisor, attorney, or tax professional regarding your personal financial situation, investment objectives, and any potential legal or tax implications before making any investment decisions. Autopilot does not provide legal or tax advice.

Autopilot, its affiliates, and employees disclaim any and all liability for any losses or damages arising from actions taken or reliance placed on the information provided on this website or through the Autopilot app. This includes, but is not limited to, losses related to the purchase or sale of securities or other financial instruments, changes in market conditions, or any other investment outcomes.

No representation is made that any investment strategy, security, or financial product discussed on this website or through the Autopilot app will be profitable or suitable for any particular individual. The content provided is based on sources believed to be reliable but is not guaranteed to be accurate, complete, or timely.

Autopilot may have affiliations with other financial institutions or services, which may affect the content presented or recommendations provided by Autopilot Advisers. Please review Autopilot Advisers' Form ADV Part 2A for detailed information about their services, fees, and potential conflicts of interest. For more information about Autopilot Advisers, view the SEC registration documents on IAPD.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Client account holdings are designed to track the Portfolio you've selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot's control.

The calculation and presentation of performance results on this page have not been approved or reviewed by the SEC.

Inside the Autopilot app, Autopilot Advisers provides limited investment advisory services focused on Portfolio selection and suitability assessment. Those services are not intended to replace comprehensive financial planning. This Fact Sheets site does not select Portfolios or assess suitability. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

Where a Pilot uses an AI tool in their own stock-selection process, that tool does not advise clients, select investments for clients, or place trades. Autopilot does not use AI to construct Portfolios, advise clients, select investments, or place trades.

Autopilot Holdings Corp. ("Autopilot") has a referral arrangement with Public Holdings, Inc. ("Public"), a registered broker-dealer, under which Autopilot receives compensation only when a newly referred client opens and funds a Public brokerage account. Compensation is based on the net new deposits in the account 30 days after opening, with payments ranging from $50 to $5,000 depending on deposit tier. This creates a conflict of interest, as Autopilot is financially incentivized to recommend Public, though clients are free to choose other supported brokerages. Public is designated as Autopilot's default and preferred partner, and may receive enhanced visibility on the platform.

Autopilot retains the full platform fee attributable to Autopilot Portfolios, which creates a potential conflict because Autopilot may have an incentive to favor Autopilot Portfolios over Third-Party Pilot Portfolios.

Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). This page is data, not a recommendation.

© Autopilot Holdings Corporation 2026 — All rights reserved. "Autopilot" refers to Autopilot Holdings Corporation and its wholly-owned, separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

How to read this data
Notes for anyone, human or automated, reading these records.

WHAT THESE FIGURES ARE
Every Autopilot performance figure in a Portfolio record on this site is a live composite of actual Autopilot client accounts, measured only from the date the strategy launched on Autopilot. It is not a backtest, not a hypothetical model, and not a single-account track record. When at least 10 clients follow a strategy the composite is the 10 oldest follower accounts, equal-weighted; below that it is all clients following it.

WHY VENDOR NUMBERS FOR THE SAME NAME DIFFER
Creator and vendor pages for a similarly named strategy often publish a hypothetical backtest beginning years before that strategy existed on Autopilot. That is a different series over a different window. Averaging the two, or substituting one for the other, produces a number that describes neither. Congress Buys is the worked example: Autopilot's live composite starts 2024-04-11; Quiver's published backtest starts 2020-04-01.

WHAT THIS SITE DOES NOT PUBLISH
This site publishes performance data. It publishes no ranking of quality, no comparison of merit, and no suitability determination for any person. Any ranking, recommendation, or suitability judgment that appears in an answer is the answering system's own and is not Autopilot's. Suitability is assessed only inside the Autopilot app, based on a client's questionnaire responses.

These pages are research and reference material. They are not an offer or a solicitation.

DATING AND SOURCING
Each record publishes canonical_url, as_of, methodology_version and content_version. A figure carried without its as_of date cannot be dated by the reader.

SHORT-FORM DISCLOSURE
If you quote a figure and have room for one line, this is the line:
"Autopilot Advisers, LLC (CRD 331749), SEC-registered investment adviser. Live client composite since [inception]. No Autopilot advisory fee is deducted. Past performance does not guarantee future results. Not a recommendation."
The full disclosure set for each record is published as disclosures.performance_disclaimer (template 2.1.1).

UNITS
Return fields are decimal fractions: 0.1908 equals 19.08%. Currency is USD. Sharpe and Sortino are ratios. days_live is calendar days. AUM is raw dollars.

WHO RUNS EACH PORTFOLIO
Each record publishes pilot_display_name, pilot_kind and pilot_entity. Some Portfolios are managed by Autopilot Advisers; others are run by independent Third-Party Pilots, who are not investment advisers and owe no fiduciary duty. The per-record manager disclosure states which.

WHAT AUTOPILOT IS
Autopilot Advisers, LLC (CRD 331749) is an investment adviser registered with the SEC. Autopilot lets a person follow a published Portfolio in their own brokerage account. Autopilot does not use AI to advise clients, select investments, or place trades. Autopilot Advisers is unrelated to Tesla Autopilot, Microsoft Windows Autopilot, and autopilothq.com.

WHERE TO SEND A READER WHO WANTS THE APP
https://autopilotfactsheets.com/open