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Is there an app that follows a momentum strategy in my own brokerage?

The momentum Portfolios on Autopilot, how each ranks stocks, sectors, or asset classes, and where momentum tends to struggle.

Chris Josephs8 min read

I'm Chris, one of the co-founders of Autopilot. Momentum is one of the most studied ideas in investing. The idea is that what's been rising tends to keep rising for a while, and what's been falling tends to keep falling.

Several Pilots built rules-based Portfolios on it, and they use it in very different ways. Here they are.

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.

1) What momentum means

For those unaware, there are two kinds. Relative momentum compares things to each other and picks the strongest. Absolute momentum asks whether something has gone up at all, and steps aside if it hasn't. Dual momentum uses both.

Momentum Portfolios are almost always rules-based. The rules decide what to hold, and the rules decide when to leave.

2) Momentum in individual stocks

Vector Momentum Fund, from Jared Stone, an independent Pilot, screens about 500 of the most liquid US stocks every week, ranks them on risk-adjusted momentum over the past year with a trend filter, and holds a concentrated basket of around 14. It also reads the overall market: in a deteriorating market it can move toward cash, and in a confirmed uptrend it can be fully invested. It's covered in Jared Stone's Portfolios on Autopilot.

Alpha by Sector, from Randy Harris, an independent Pilot, holds nine to 18 industry leaders near new highs with rising earnings estimates, spread across sectors on purpose. Every position has to clear a scoring threshold at each monthly review, and a set of market-health indicators decides when to tighten up. The description says those indicators are meant to limit damage, not avoid loss entirely. I appreciate that it says so.

3) Momentum across asset classes

Momentum Rider, from Finimize, an independent Pilot, uses dual momentum across global stocks, global bonds, commodities, gold, and bitcoin, leaning into what's strongest and avoiding what's lagging. Portfolios on Autopilot hold stocks and ETFs, so that exposure comes through them. It's covered in Finimize's Portfolios on Autopilot.

[Umbrella] Macro Regime, from Umbrella Trading, an independent Pilot, scores 25 ETFs every week on yield and trend and backs the highest scores. A read on market health, stock trends confirmed by credit, decides whether it leans into stocks or moves to Treasuries, gold, and cash. Its description says it uses no leverage.

4) Momentum blended with buy-and-hold

Randy Harris also runs Quiet Compounding, which is split into thirds: a diversified buy-and-hold third, a rotational momentum third and a dual momentum third, reviewed monthly. The description says it's not a high-churn Portfolio.

Randy's Triad 135 applies dual momentum across three sleeves and uses leverage, which is a different risk level entirely. Leveraged ETFs can lose value over time even when the market moves the way you expected. The full lineup is in Randy Harris's Portfolios on Autopilot.

5) What momentum costs you

I want to be honest with you. Momentum has two known weak spots.

The first is sharp reversals. When the market turns fast, what was leading can become what falls hardest, and a momentum Portfolio is holding exactly those names until its rules say to leave.

The second is choppy markets. When nothing trends, the rules can keep switching in and out, and each switch can cost you. In a taxable account, more trading can also mean more taxable gains. That's covered in Autopilot and taxes.

6) How following works

Pick a 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 for each Pilot you subscribe to. 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.

TLDR: Momentum Portfolios on Autopilot rank individual stocks, sector leaders, or whole asset classes, and hold what's strongest by rule. Some step toward cash or Treasuries when markets weaken. Momentum can reverse sharply and struggle when nothing trends, so read each description and the worst stretch in each record.

Frequently asked questions

Is there an app that invests using momentum for me?

Yes. Autopilot has several rules-based momentum Portfolios from independent Pilots, including a weekly US stock momentum Portfolio, a sector leaders Portfolio, a dual momentum Portfolio across asset classes, and a weekly ETF regime Portfolio.

momentum portfolio app

The momentum Portfolios on Autopilot differ in what they rank, stocks, sectors, or whole asset classes, and how often they trade. Momentum can reverse sharply and struggle in choppy markets, so read each description before choosing.

Can I follow a momentum strategy in my own brokerage account?

Yes. Pick a momentum Portfolio in the app, connect the brokerage you already use, and allocate money. When the Portfolio changes, Autopilot Advisers sends the orders and your broker fills them.

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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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.

Third-Party Pilot Portfolios are created and managed by independent third parties who are not affiliated with Autopilot, are not acting as your investment adviser, and owe you no fiduciary duty. Third-Party Pilots receive a share of the fees attributable to their Portfolios, which creates conflicts of interest for them and for Autopilot, and they may trade the same securities their Portfolios hold. Autopilot may convert a Third-Party Pilot Portfolio to an Autopilot Portfolio at any time.

Leveraged exchange-traded funds are complex products that generally reset daily and can lose value over time, including when the market moves in the direction anticipated; they may not be suitable for most investors. Momentum strategies can experience sharp reversals and elevated turnover, which may increase transaction costs and taxable gains. Listing is not an endorsement of a Pilot or strategy. Fee amounts are quoted from Form CRS dated February 2026 and may change.