Tom Lee Tracker
LiveOfficial published record. Risk band MEDIUM. Maturity EARLY. Published fields, not a suitability rating.
About this Portfolio
Tom Lee, the legendary permabull taking over Wall Street, has been right again and again. We closely follow his investments and interests and reflect them in this portfolio.
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 Wolf Financial
Combining Social Media and Investment Research to Build your Wealth | Goldman Sachs Analyst → CEO
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.
Sharpe is annualised from 350 daily observations over 349 days. Ratios from short samples are unstable and should not be compared to ratios from multi-year histories.
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. Tom Lee Tracker: past week +1.9%; since inception (10/21/25) -16.9%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts. Not a recommendation. View important info at joinautopilot.com/disclaimer.
Primary periods
| Period | Net | Gross |
|---|---|---|
| 1 year: n/a — launched 2025-10-21 | n/a | n/a |
| 5 year: n/a — launched 2025-10-21 | n/a | n/a |
| 10 year: n/a — launched 2025-10-21 | n/a | n/a |
| Since Autopilot inception (2025-10-21) | -16.9% | -16.9% |
No benchmark comparison is published for this Portfolio.
Based on all time performance. Past performance doesn't guarantee future results.
Risk
Equity curve
Downsampled published curve, not the daily-return tape. 151 points from 350 daily observations. Official max drawdown is the daily-series field, not this chart.
Equity curve data table (151 points)
| Date | Cumulative return |
|---|---|
| 2025-10-21 | 0 |
| 2025-10-23 | -0.04166 |
| 2025-10-25 | -0.02182 |
| 2025-10-28 | 0.00329 |
| 2025-10-30 | -0.07991 |
| 2025-11-01 | -0.05865 |
| 2025-11-04 | -0.13575 |
| 2025-11-06 | -0.16199 |
| 2025-11-08 | -0.13184 |
| 2025-11-11 | -0.13676 |
| 2025-11-13 | -0.18194 |
| 2025-11-15 | -0.203 |
| 2025-11-18 | -0.23133 |
| 2025-11-20 | -0.29714 |
| 2025-11-22 | -0.29841 |
| 2025-11-25 | -0.25693 |
| 2025-11-27 | -0.22608 |
| 2025-11-29 | -0.20471 |
| 2025-12-02 | -0.21828 |
| 2025-12-04 | -0.1825 |
| 2025-12-06 | -0.19595 |
| 2025-12-09 | -0.16818 |
| 2025-12-11 | -0.15978 |
| 2025-12-13 | -0.19387 |
| 2025-12-16 | -0.21879 |
| 2025-12-18 | -0.24052 |
| 2025-12-20 | -0.21392 |
| 2025-12-23 | -0.21913 |
| 2025-12-25 | -0.21953 |
| 2025-12-27 | -0.22942 |
| 2025-12-30 | -0.23998 |
| 2026-01-01 | -0.24847 |
| 2026-01-03 | -0.21758 |
| 2026-01-06 | -0.1916 |
| 2026-01-08 | -0.20614 |
| 2026-01-10 | -0.20698 |
| 2026-01-13 | -0.19106 |
| 2026-01-15 | -0.19281 |
| 2026-01-17 | -0.18819 |
| 2026-01-20 | -0.21836 |
| 2026-01-22 | -0.20776 |
| 2026-01-24 | -0.21141 |
| 2026-01-27 | -0.20226 |
| 2026-01-29 | -0.2203 |
| 2026-01-31 | -0.24309 |
| 2026-02-03 | -0.2621 |
| 2026-02-05 | -0.31497 |
| 2026-02-07 | -0.27373 |
| 2026-02-10 | -0.26797 |
| 2026-02-12 | -0.2861 |
| 2026-02-14 | -0.27245 |
| 2026-02-17 | -0.27595 |
| 2026-02-19 | -0.27273 |
| 2026-02-21 | -0.26944 |
| 2026-02-24 | -0.27439 |
| 2026-02-26 | -0.26875 |
| 2026-02-28 | -0.28185 |
| 2026-03-03 | -0.28705 |
| 2026-03-05 | -0.28466 |
| 2026-03-07 | -0.30393 |
| 2026-03-10 | -0.28659 |
| 2026-03-12 | -0.29687 |
| 2026-03-14 | -0.30179 |
| 2026-03-17 | -0.27571 |
| 2026-03-19 | -0.29433 |
| 2026-03-21 | -0.3077 |
| 2026-03-24 | -0.29428 |
| 2026-03-26 | -0.31163 |
| 2026-03-28 | -0.32786 |
| 2026-03-31 | -0.31193 |
| 2026-04-02 | -0.30926 |
| 2026-04-04 | -0.3093 |
| 2026-04-07 | -0.30128 |
| 2026-04-09 | -0.27533 |
| 2026-04-11 | -0.2726 |
| 2026-04-14 | -0.25365 |
| 2026-04-16 | -0.24077 |
| 2026-04-18 | -0.22831 |
| 2026-04-21 | -0.24004 |
| 2026-04-23 | -0.23015 |
| 2026-04-25 | -0.22547 |
| 2026-04-28 | -0.23893 |
| 2026-04-30 | -0.2281 |
| 2026-05-02 | -0.22269 |
| 2026-05-05 | -0.21079 |
| 2026-05-07 | -0.21854 |
| 2026-05-09 | -0.21077 |
| 2026-05-12 | -0.21133 |
| 2026-05-14 | -0.20094 |
| 2026-05-16 | -0.2279 |
| 2026-05-19 | -0.25029 |
| 2026-05-21 | -0.2287 |
| 2026-05-23 | -0.22732 |
| 2026-05-26 | -0.21742 |
| 2026-05-28 | -0.21236 |
| 2026-05-30 | -0.20723 |
| 2026-06-02 | -0.21025 |
| 2026-06-04 | -0.21051 |
| 2026-06-06 | -0.25009 |
| 2026-06-09 | -0.24753 |
| 2026-06-11 | -0.24362 |
| 2026-06-13 | -0.24017 |
| 2026-06-16 | -0.23253 |
| 2026-06-18 | -0.23051 |
| 2026-06-20 | -0.23055 |
| 2026-06-23 | -0.24824 |
| 2026-06-25 | -0.26058 |
| 2026-06-27 | -0.2658 |
| 2026-06-30 | -0.24656 |
| 2026-07-02 | -0.25042 |
| 2026-07-04 | -0.25045 |
| 2026-07-07 | -0.25018 |
| 2026-07-09 | -0.24662 |
| 2026-07-11 | -0.24557 |
| 2026-07-14 | -0.24202 |
| 2026-07-16 | -0.25648 |
| 2026-07-18 | -0.26087 |
| 2026-07-21 | -0.24341 |
| 2026-07-23 | -0.25239 |
| 2026-07-25 | -0.26356 |
| 2026-07-28 | -0.2597 |
| 2026-07-30 | -0.25886 |
| 2026-08-01 | -0.25872 |
| 2026-08-04 | -0.22737 |
| 2026-08-06 | -0.23235 |
| 2026-08-08 | -0.22022 |
| 2026-08-11 | -0.22012 |
| 2026-08-13 | -0.21182 |
| 2026-08-15 | -0.21304 |
| 2026-08-18 | -0.22558 |
| 2026-08-20 | -0.21662 |
| 2026-08-22 | -0.20309 |
| 2026-08-25 | -0.19691 |
| 2026-08-27 | -0.18518 |
| 2026-08-29 | -0.20619 |
| 2026-09-01 | -0.21871 |
| 2026-09-03 | -0.18607 |
| 2026-09-05 | -0.19193 |
| 2026-09-08 | -0.18595 |
| 2026-09-10 | -0.20967 |
| 2026-09-12 | -0.19749 |
| 2026-09-15 | -0.22275 |
| 2026-09-17 | -0.20878 |
| 2026-09-19 | -0.19288 |
| 2026-09-22 | -0.16077 |
| 2026-09-24 | -0.16967 |
| 2026-09-26 | -0.17074 |
| 2026-09-29 | -0.18373 |
| 2026-10-01 | -0.18005 |
| 2026-10-03 | -0.17398 |
| 2026-10-05 | -0.1692 |
Holdings
Holdings shown are the largest 2 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.
| Ticker | Company | Weight |
|---|---|---|
| BMNR | BitMine Immersion Technologies, Inc. | 96.6% |
| ORBS | Eightco Holdings Inc. Common Stock | 3.4% |
Concentration partial. HHI n/a.
Fees
Current subscription
| Plan | Amount | Billed |
|---|---|---|
| Quarterly | $95.00 | every 3 months |
| Yearly | $295.00 | every year |
The current subscription for this Pilot, Wolf Financial, is $295.00 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. Tom Lee 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.
349 days live; -16.9% 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.
Frequent trading in your account may result in short-term capital gains, which are generally taxed at higher ordinary income tax rates. High portfolio turnover can lead to adverse tax consequences. Consult a tax professional regarding your specific situation.
Supplemental periods
| Period | Net | Gross |
|---|---|---|
| past week | 1.9% | 1.9% |
| ytd | 10.7% | 10.7% |
| three month | 10.9% | 10.9% |
| one month | 2.8% | 2.8% |
Published values
| 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 | 0.01921 | ok |
| one_week_gross | 0.01921 | ok |
| all_time_net | -0.169197 | ok |
| all_time_gross | -0.169197 | ok |
| cagr_net | n/a | insufficient_history (INSUFFICIENT_HISTORY) |
| cagr_gross | n/a | insufficient_history (INSUFFICIENT_HISTORY) |
| max_drawdown | -0.351086 | ok |
| ann_vol | 0.276093 | 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.
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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.
For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.
STOCK Act periodic transaction reports can be filed up to 45 days after the trade. 13F filings can be 45 or more days old.
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
Open in AutopilotCompareMethodologyAbout AutopilotPilot: Wolf Financial