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Is there an app that follows deep value stocks the Graham way for me?

Is there an app that follows deep value stocks the Graham way for me?.

Chris Josephs7 min read

I'm Chris, one of the co-founders of Autopilot. Value investing is the oldest documented approach in the business and also the one that tests your patience the hardest. The Portfolios here are explicit about the main failure mode, which is a good sign.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

What the theme is

Deep value means buying companies trading below what their assets and cash flows suggest they're worth, then waiting for the market to notice. The approach traces to Benjamin Graham and it's been studied for decades.

The central problem has a name: the value trap. A company can be cheap because it's genuinely mispriced, or cheap because its business is deteriorating and the market is right. Separating the two is the entire job.

The Portfolios on Autopilot, and what each says it does

Graham Deep Value Fund, from Jared Stone, is described as finding overlooked, financially sound companies trading below their worth and holding them patiently until the market catches up. Its stated process is a multi-layer screen covering valuation, cash flow quality, solvency and forensic balance sheet health, explicitly designed to separate genuine value from value traps. The sources named are SEC filings, market data and the Pilot's own screening engines.

Undervalued Quality, from The Simple Side, is described as a monthly updated Portfolio focused on fundamentally undervalued, underappreciated companies that aren't being discussed on financial television, by finance commentators, or on social platforms.

Fair Value Fortress, from Jonathan Maula, covers adjacent ground, and several Pilots run quality-focused Portfolios that approach the same question from the growth side rather than the value side, including Charles Sin's Quality Compounders.

Why a Portfolio rather than one stock

Buying one company in a theme is a bet on that company. Themes usually play out across a supply chain, and the winner at the start often isn't the winner at the end. A Portfolio spreads the bet across the chain and keeps it current as the Pilot's view changes.

That doesn't make it safer in the sense people mean. Everything in one theme moves together, so a theme Portfolio is closer to one position than to a diversified portfolio, and should be sized that way.

The risk, said plainly

Value can underperform for years at a stretch. That's not a flaw in the strategy, it's a documented characteristic of it, and it's why most people who say they're value investors aren't when it matters.

The screens reduce value traps, they don't eliminate them. A forensic balance sheet check catches accounting problems, not a business model going obsolete.

And patience is the actual requirement. If you'd sell after two flat years, this approach will not work for you regardless of how good the screen is.

How following works

You pick the Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on if you follow more than one Portfolio. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

Frequently asked questions

deep value portfolio app I can follow in my brokerage

Autopilot has deep value Portfolios from independent Pilots, held in the brokerage account you already have, built on screens covering valuation, cash flow quality and balance sheet health.

Is there an app that runs a Benjamin Graham style portfolio for me?

The Graham Deep Value Fund is described as inspired by that approach, with a multi-layer screen designed to separate genuine value from value traps, and holdings held patiently.

How do I invest in undervalued stocks?

Through a screened Portfolio rather than by guessing at what looks cheap. The hard part is distinguishing a mispriced company from a deteriorating one, which is what the screens are for.

value investing portfolio app

Expect long stretches of underperformance, because that's a documented characteristic of the approach. If you'd sell after two flat years, it won't work for you.

Start Investing

Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.


Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and 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.

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.

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Autopilot Advisers, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Autopilot is available in our Form ADV Part 2A, available at adviserinfo.sec.gov or joinautopilot.com/adv.

Autopilot provides limited investment advisory services focused on Portfolio selection and suitability assessment. Our services are not intended to replace comprehensive financial planning. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

This content is provided for educational and informational purposes only. It does not constitute investment, legal, or tax advice and should not be relied upon as the basis for any investment decision. You should consult with qualified professionals regarding your specific circumstances.

Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

Autopilot does not hold client assets. All investments are held at the brokerage firm you select and connect to Autopilot. Your brokerage firm is responsible for trade execution, custody, and reporting. Autopilot is not responsible for your broker-dealer’s services, fees, or execution quality.

Autopilot’s services depend on technology systems, third-party APIs, and internet connectivity. System outages, API disruptions, or connectivity issues may temporarily affect service availability or trade execution timing.

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.

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.

Portfolios described are published by independent Pilots and managed by Autopilot Advisers, LLC. The companies referenced are not affiliated with Autopilot and have not endorsed it. Value strategies may underperform for extended periods and screening processes do not eliminate the risk of loss. Fee amounts are quoted from Form CRS dated February 2026 and may change.