Claude Portfolio

Live

Last refresh 5 Oct 2026, 22:46:02 UTC · Data as of Oct 2, 2026 · Launch 2026-03-03 · 213 days live

HTML Markdown JSONCompare this recordAutopilot client composite since launch

Official published record. Risk band LOW. Maturity EARLY. Published fields, not a suitability rating.

Published Pilot: Dr. Lira's AI Finance Labs. Marketplace attribution only. Legal management classification: Autopilot Advisers, LLC.

About this Portfolio

Claude Opus, Anthropic's most advanced AI model, powers an orchestrated multi-agent research and reasoning architecture for web-search-driven analysis and careful portfolio construction. Composition: 15 individual stocks or ETFs selected by Claude. Holding Period and Rebalancing: Claude scans market information constantly and decides autonomously when to trade and how frequently. *Not affiliated with Anthropic.

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 Dr. Lira's AI Finance Labs

AI Finance Labs builds stock and ETF portfolios picked by large language models. LLMs score and select securities from a broad universe. The strategies are designed by Prof. Lopez-Lira, Ph.D. in Finance from the Wharton School.

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.

1-year net

n/a

gross n/a

Sharpe

n/a

Sharpe is annualised from 214 daily observations over 213 days. Ratios from short samples are unstable and should not be compared to ratios from multi-year histories.

Sortino

n/a

Max drawdown

-10.2%

Ann. volatility

16.3%

Days live

213

AUM

$49.69M

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 10/02/26. Performance shown reflects the period from 9/25/26 - 10/02/26. Claude Portfolio: past week -0.8%; since inception (3/03/26) +22.2%. 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 2026-10-02.
Period	Net	Gross
1 year: n/a — launched 2026-03-03	n/a	n/a
5 year: n/a — launched 2026-03-03	n/a	n/a
10 year: n/a — launched 2026-03-03	n/a	n/a
Since Autopilot inception (2026-03-03)	22.2%	22.2%

No benchmark comparison is published for this Portfolio.

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

Risk

CAGR net

n/a

CAGR gross

n/a

16.3%

n/a

36.0%

n/a

n/a

Equity curve

Downsampled published curve, not the daily-return tape. 151 points from 214 daily observations. Official max drawdown is the daily-series field, not this chart. Worst month and recovery are withheld because this curve does not reproduce the official max drawdown.

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.
Date	Cumulative return
2026-03-03	0
2026-03-04	0.01101
2026-03-05	0.01345
2026-03-07	0.0117
2026-03-08	0.01169
2026-03-10	0.00439
2026-03-11	-0.0001
2026-03-12	-0.00425
2026-03-14	-0.00719
2026-03-15	-0.0072
2026-03-17	0.00013
2026-03-18	0.00152
2026-03-20	-0.0202
2026-03-21	-0.02021
2026-03-22	-0.02022
2026-03-24	-0.0146
2026-03-25	-0.00272
2026-03-27	-0.00861
2026-03-28	-0.00862
2026-03-30	-0.01215
2026-03-31	0.01269
2026-04-01	0.02481
2026-04-03	0.02069
2026-04-04	0.02068
2026-04-06	0.02136
2026-04-07	0.02824
2026-04-09	0.03104
2026-04-10	0.02473
2026-04-11	0.02472
2026-04-13	0.04481
2026-04-14	0.04839
2026-04-16	0.07021
2026-04-17	0.0776
2026-04-19	0.07758
2026-04-20	0.07669
2026-04-21	0.06447
2026-04-23	0.05074
2026-04-24	0.05863
2026-04-26	0.05861
2026-04-27	0.06523
2026-04-29	0.04558
2026-04-30	0.05112
2026-05-01	0.06781
2026-05-03	0.06779
2026-05-04	0.07941
2026-05-06	0.0752
2026-05-07	0.06685
2026-05-09	0.04965
2026-05-10	0.04964
2026-05-11	0.04558
2026-05-13	0.01709
2026-05-14	0.02896
2026-05-16	0.02366
2026-05-17	0.02365
2026-05-19	0.03166
2026-05-20	0.0515
2026-05-21	0.0517
2026-05-23	0.05587
2026-05-24	0.05587
2026-05-26	0.07388
2026-05-27	0.07995
2026-05-29	0.15228
2026-05-30	0.15227
2026-05-31	0.15226
2026-06-02	0.156
2026-06-03	0.11841
2026-06-05	0.10155
2026-06-06	0.10154
2026-06-08	0.10161
2026-06-09	0.09729
2026-06-10	0.0704
2026-06-12	0.08605
2026-06-13	0.08604
2026-06-15	0.10368
2026-06-16	0.10326
2026-06-18	0.09125
2026-06-19	0.09124
2026-06-20	0.09123
2026-06-22	0.07622
2026-06-23	0.08267
2026-06-25	0.0611
2026-06-26	0.09132
2026-06-27	0.09131
2026-06-29	0.10496
2026-06-30	0.11063
2026-07-02	0.15219
2026-07-03	0.15218
2026-07-05	0.15216
2026-07-06	0.17513
2026-07-07	0.17226
2026-07-09	0.16708
2026-07-10	0.16337
2026-07-12	0.16335
2026-07-13	0.16196
2026-07-15	0.16437
2026-07-16	0.1431
2026-07-17	0.13869
2026-07-19	0.13867
2026-07-20	0.13942
2026-07-22	0.13864
2026-07-23	0.12852
2026-07-25	0.13452
2026-07-26	0.13451
2026-07-27	0.15676
2026-07-29	0.15557
2026-07-30	0.16442
2026-08-01	0.16714
2026-08-02	0.16713
2026-08-04	0.21428
2026-08-05	0.23422
2026-08-06	0.23415
2026-08-08	0.2477
2026-08-09	0.24769
2026-08-11	0.2574
2026-08-12	0.2608
2026-08-14	0.27872
2026-08-15	0.27871
2026-08-16	0.2787
2026-08-18	0.25849
2026-08-19	0.28084
2026-08-21	0.29828
2026-08-22	0.29827
2026-08-24	0.29528
2026-08-25	0.3005
2026-08-26	0.29305
2026-08-28	0.29154
2026-08-29	0.29153
2026-08-31	0.29001
2026-09-01	0.28448
2026-09-03	0.31102
2026-09-04	0.31592
2026-09-05	0.31591
2026-09-07	0.31589
2026-09-08	0.31839
2026-09-10	0.29895
2026-09-11	0.29327
2026-09-13	0.29326
2026-09-14	0.28928
2026-09-15	0.28405
2026-09-17	0.27237
2026-09-18	0.26378
2026-09-20	0.26376
2026-09-21	0.25784
2026-09-23	0.24224
2026-09-24	0.23989
2026-09-25	0.23151
2026-09-27	0.23149
2026-09-28	0.22246
2026-09-30	0.218
2026-10-01	0.22353
2026-10-02	0.22201

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.
Ticker	Company	Weight
VST	Vistra Corp.	29.5%
VIST	Vista Energy S.A.B. de C.V.	18.4%
PHVS	Pharvaris N.V. Ordinary Shares	18.1%
MU	Micron Technology, Inc.	17.8%
SKWD	Skyward Specialty Insurance Group, Inc. Common Stock	16.3%

Concentration partial. HHI n/a.

Fees

Current subscription

Current Dr. Alejandro 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.
Plan	Amount	Billed
Quarterly	$59.95	every 3 months
Yearly	$169.95	every year

The current subscription for this Pilot, Dr. Lira's AI Finance Labs, is $169.95 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 2026-10-02.

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. Claude 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.

213 days live; 22.2% observed-period return; short-history metrics are not comparable to mature strategies

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.
Period	Net	Gross
past week	-0.8%	-0.8%
ytd	n/a	n/a
three month	6.1%	6.1%
one month	-6.0%	-6.0%

Published values

Same decimals as JSON / Markdown
Field	Value	Status
sharpe	n/a	insufficient_history (insufficient_history_annualised_ratio)
sortino	n/a	insufficient_history (insufficient_history_annualised_ratio)
one_year_net	n/a	n/a (launched_after_period_start)
one_year_gross	n/a	n/a (launched_after_period_start)
one_week_net	-0.00776	ok
one_week_gross	-0.00776	ok
all_time_net	0.222011	ok
all_time_gross	0.222011	ok
cagr_net	n/a	insufficient_history (INSUFFICIENT_HISTORY)
cagr_gross	n/a	insufficient_history (INSUFFICIENT_HISTORY)
max_drawdown	-0.101876	ok
ann_vol	0.163296	ok

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.

Claude uses Claude as part of their own stock-selection process for this Portfolio. The AI 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.

Disclaimer Form ADV Public brokerage disclosure

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

Open in Autopilot Compare Methodology About Autopilot ai Pilot: Dr. Lira's AI Finance Labs