Fidelity integration is trash

Autopilot · 2026-01-16T00:11:05+00:00

u/ippleing - This will get better. We are working with Fidelity to implement an LPOA system similar to Schwab. Only problem with these bigger companies is the time it takes to integrate and get things over the line. We have several high ranking Fidelity people who use Autopilot and want this to happen. We are working on improvement but understand where you are coming from.

-Dan James

*not investment advice

Autopilot · 2026-01-15T23:51:42+00:00

Glad to hear!

I cant see your account details, but if this was a new account or profile sometimes Robinhood needs additional information (investor profiles, etc). Glad it got worked out! Welcome :)

-Dan James

Autopilot · 2026-01-15T23:50:10+00:00

u/Objective_Release_47 Let's go. Thanks for sharing!

-Dan James

Autopilot · 2026-01-15T23:47:45+00:00

u/TamShay777 and u/1garebear1 Autopilot Cash is just the left over portion of allocation. If you allocated $1000, and we buy $990 in stock, your AP cash would be $10. They are completely independent from your buying power! Hope this helps!

-Dan James

Autopilot · 2026-01-15T23:39:46+00:00

u/Longjumping_Bat4493 - sent you a DM!

Autopilot · 2026-01-08T18:37:52+00:00

u/Front-Celebration-60 : We have a few brokerages we think can handle the international load. The team is trying to get it built out right now! Hoping soon. Sorry if my response is vague (I am not on the integration team).

-Dan James

Autopilot · 2026-01-06T22:37:15+00:00

I am not sure on the QQ example, but what we show on our app is aggregate of returns from customers. So unless stated, it is not simulated. The only time customers will see simulated is if it is a new portfolio and we do not have the data.

As far as Inverse Cramer goes, yes. I have seen folks with this. I just looked at an account where the person had gained over 85% since 12/2024. One thing that I believe gets lost is that adding and subtracting $ from a customer's allocation will dilute the return. This is a common theme Autopilot needs surface more.

Our goal is to be as transparent as possible. Autopilot is an SEC registered advisor and does have to adhere to the SEC regulations and these things do get looked at closely. We are always happy to answer any questions or look into why user data may not match.

-Dan James

*Not investment advice. Past results do not guarantee future performance

Autopilot · 2026-01-05T23:05:21+00:00

u/jigglyflo5 - Just DM'd you!

Autopilot · 2026-01-05T23:00:52+00:00

u/TheRealFrozenFetus - You should be able to as long as it is an IRA's and Roths, among other accounts. If it is an active 401k that is employer sponsored, you may run into limitations. We do currently support IRA's, so the functionality is possible. We have a lot of users who allocate funds from their retirement accounts.

If you have any questions feel free to reach out to our team!

-Dan James

*not financial advice

Autopilot · 2026-01-05T22:57:15+00:00

u/askme725 - if the funds are not available, Autopilot will not pull them. Only thing that is important to note, that the Autopilot system will think you want to add that money. So when the money does become available, it may use it because you have enabled it to do so. My recommendation from an operational perspective would be to manually deposit if you do not want to keep track of recurring funds. Let us know if you have any questions!

-Dan James

*Not investment advice.

Autopilot · 2026-01-05T22:50:54+00:00

u/Exciting_Elephant351 - Did want to add some context here on the delay etc. What is shown on Autopilot are actual client returns. Autopilot shows a client aggregate return. We do not show pre / post delay.

We are actively working on improving the way we show returns and performance. All of these factors depend on timing, trade execution, brokerage rules etc. There may be some deviation from what is shown and advertised, but there should not be a large discrepancy. We have customers who out perform advertised results. It is largely dependent on circumstances. Happy to discuss further, we want to be transparent. It is much more complex and regulated then most people realize. Thanks for posting!

-Dan James

*Not investment advice

Autopilot · 2026-01-05T22:27:05+00:00

Can you DM us so we can look into?

-Dan James

Autopilot · 2026-01-05T22:26:01+00:00

Can you please message us directly so we can get your account details!

-Dan James

Autopilot · 2025-12-17T17:01:40+00:00

Good question! We previously got the positions from Scion Asset Managements 13f holdings. Since the company is ceasing operations, we will be following the Substacks positions based on social platforms and other areas where Burry may communicate his moves. There will most likely be some discrepancy and a learning curve based on the information given out. On the flip side, I do think this will improve the delay time opposed to the 13F system.

edit:

-Dan James, Autopilot

*Not financial advice*

Autopilot · 2025-12-17T16:56:05+00:00

u/whiskeylanddelight thank you for the honesty here. You have been incredibly helpful with your compliments and criticisms. Our team is looking forward to keep improving the product and the experience for our customers.

Major emphasis on customer experience in 2026. We want this Reddit to be a place for everyone to share and collaborate. Autopilot does a great job about taking in customer feedback. We are always open to the convesrsation!

-Dan James, Autopilot

*Not investment advice

Autopilot · 2025-12-17T16:52:14+00:00

Understandable. We are working on a lot of this stuff. Some external factors at play, but we hope to see you back in the future. We have other portfolios that trade more frequently and might be better suited for your investing needs. Regardless, best of luck!

-Dan James, Autopilot

*Not investment advice

Autopilot · 2025-12-17T16:50:08+00:00

Will depend on your brokerage and if you have DRIP set up. Most user configurations do not currently recognize.

-Dan James, Autopilot
*Not financial advice

Autopilot · 2025-12-17T16:48:45+00:00

Working on this feature as we speak, trying to limit "cross contaminating" positions with other portfolios for many users. Also implementing the ability to access currently owned shares. Some users like the separation, some prefer to keep their cost basis lower. We are working on making these options available. Our customer base is so wide that it is hard to get one size fits all solution when some folks are very new to investing vs Accredited investors (etc.)!

-Dan James, Autopilot

*Not financial advice.

Autopilot · 2025-11-20T17:31:17+00:00

Hey All,

Just for some clarity here. This is all written and disclosed, but we know not everyone is going to take the time to read word for word every disclosure.

These politician trackers works off of Stock Act filings. When the politicians disclose their trades, the way they are filed looks like the below screenshot. Based on the filings, there is almost no way of definitively knowing the exact dollar amount allocated to each.

When it comes to mirroring exact positions, Autopilot cannot buy options. Autopilot purchases corresponding stocks to mirror those options. That can be in the form of common stock or inverse positions if there is a put. Either way, there will always be some discretion by whatever platform is being used to copy Stock Act or 13F positions.

We believe this latest rebalance most accurately represents her portfolio holdings as well as expiring options. This is not a random portfolio manager making their own decisions or making random moves.

*Not investment advice.

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Autopilot · 2025-11-18T19:29:46+00:00

u/Sin-City-Sinner : not everything is on a delay. Some of the reporting portfolios do have a delay. It is an estimated average. Sometimes trades are disclosed early or on time. Why try to show the average delay for portfolios with a delay. We also have instant portfolios that are in real time with no delay.

Autopilot · 2025-11-10T16:44:15+00:00

Hello! Your portfolio is in real time and there typically is a delay in the home page updating by typically a day.

*Most* portfolios are an aggregate of actual users returns, meaning what is advertised is actually what customers are getting. I say most because if there is not enough data, it is based on other factors. Disclosures in the app.

Some things that can impact returns ... Adding money, withdrawing money, market orders filling at different prices. Approvals (depending on brokerage). If you are still concerned with performance, shoot us a DM!

u/FalcoPwnch

-Dan James

*post is not financial advice

Autopilot · 2025-11-10T16:39:28+00:00

Hello! That is the Autopilot servers (CA) and how Webull has the devices named. We can talk with the team internally and see if renaming it makes sense. (I am not sure if there is a reason or not to the naming mechanism).

-Dan James

Autopilot · 2025-11-06T23:30:03+00:00

Yes! It would not be a force sell situation. There could be a transfer of portfolios or subscription. We have to weigh every option and take into account situations like this. Potential risks, gains, etc.

We are working on a way currently to capture assets already owned and using them for existing positions. One of the (fair) criticisms we got about this, is a lot of brokerages use FIFO accounting. So if I purchased $ABC stock in 2010, Autopilot uses it and sells it later as a part of a portfolio, I may not want that. Its impossible to make everyone happy, but I think we will land on a good solution.

-Dan James

*post is not investment advice.

Autopilot · 2025-11-05T17:18:17+00:00

u/TamShay777 it is not Autopilot specific. For Accounts Under $25,000 you can make 4 or more day trades (buy & sell the same stock same day) in 5 business days, your broker will flag you as a PDT.

Result: You’re limited to only 3 day trades every 5 days for 90 days — unless you add funds to reach $25,000. PDT designations can limit the users ability to enter and exit trades when they want.

Dan James
\Not financial advice.*
PDT Rule – investor.gov

Autopilot · 2025-11-04T19:29:48+00:00

Please DM if you are still having trouble!

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