Finimize's Portfolios on Autopilot: Best Ideas and Momentum Rider

I'm Chris, one of the co-founders of Autopilot. Finimize is an analyst team rather than one person, and the two Portfolios they publish work in genuinely different ways. That difference is the whole page.

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.

Who they are

Finimize is a financial media and research company. Their Portfolio descriptions say the team includes analysts with experience at large banks and asset managers.

The Portfolios, and what each one says it does

Finimize Best Ideas is described as an actively managed, concentrated portfolio. The process starts with every stock their analysts rate as a buy, then narrows to the ideas that stand out most, weighing valuation, the market backdrop, potential upside and risk. The description says position sizes are actively managed as markets move and investment cases evolve, and that the stated goal is to outperform a broad US index over the medium to long term.

Momentum Rider is described as a dual momentum strategy across global stocks, global bonds, commodities, gold and bitcoin. Relative momentum compares how assets have performed against each other; absolute momentum checks whether an asset has actually risen over the period. The description says the strategy leans into what is performing and avoids what is lagging, rather than holding a bit of everything all the time.

What to check before you follow

A stated goal to outperform an index is a goal, not a result, and nobody can promise you the second one.

A momentum strategy by construction buys what has gone up and sells what has gone down. That works until it doesn't, and the periods where it doesn't are sharp reversals. If that behavior would make you quit, it's the wrong strategy for you regardless of its merits.

Read the Portfolio's own description in the app, because that's the Pilot's statement of method. Look at the worst decline rather than the return, because that's the number that decides whether you hold on. Check how often it changes, since turnover costs money and creates taxable events in a taxable account. And check the fee at your balance, which is arithmetic in What Autopilot's fee actually means at your balance.

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.

What it costs

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

Finimize portfolio

Two Portfolios on Autopilot: a concentrated actively managed portfolio drawn from their analysts' buy-rated ideas, and a dual momentum strategy across global stocks, bonds, commodities, gold and bitcoin.

Finimize Best Ideas portfolio

Described as starting from every stock their analysts rate a buy, narrowing to the strongest ideas on valuation, backdrop, upside and risk, with position sizes actively managed as cases evolve.

How can I follow Finimize's portfolio in my own brokerage?

Pick the Portfolio, connect your brokerage, allocate money. When the Portfolio changes we send the orders and your broker fills them.

Finimize Momentum Rider

A dual momentum strategy combining relative momentum, how assets compare to each other, with absolute momentum, whether an asset has actually risen. It leans into strength rather than holding everything all the time.

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.

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.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. You should carefully consider your investment objectives, risk tolerance, and time horizon before investing through Autopilot.

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.

Finimize is an independent Pilot and is not an employee or affiliate of Autopilot. Portfolios published by Pilots are managed by Autopilot Advisers, LLC. Listing is not an endorsement of a Pilot or strategy. A stated objective to outperform an index is not a prediction or promise of results. Momentum and multi-asset strategies carry risk of loss. Fee amounts are quoted from Form CRS dated February 2026 and may change.