Optima Capital Management's Portfolios on Autopilot: the Core Equity Strategy and the Metapilot Index

I'm Chris, one of the co-founders of Autopilot. Optima Capital Management runs two Portfolios on Autopilot, and one of them is built from Autopilot's own data: what people on the platform actually own.

That one needs explaining. So does the other. 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) Who Optima is

Optima Capital Management is an independent Pilot. It creates and manages both Portfolios. Its description says it's an SEC-registered wealth management firm that takes a rules-based approach to Portfolios of individual stocks.

On Autopilot, it's a Third-Party Pilot, and the disclosure at the bottom of this page applies. If you want to check any firm's registration yourself, here's how: How to check whether an investing app is registered.

2) Optima Core Equity Strategy

An actively managed Portfolio run on a top-down, rules-based system that combines fundamental and technical analysis. The description says it aims to stay nearly fully invested in stocks and to raise cash when markets turn risk-off.

It names several outside data providers, including Nasdaq Dorsey Wright and Value Line, for decisions about how much goes to each asset, sector, and company.

3) The Metapilot Index

This one is unusual. It holds the top 20 securities on Autopilot by total dollars invested, weighted by the actual dollar amount in each, and rebalances quarterly from our in-app data.

For those unaware, that makes it a popularity index. It's a snapshot of where money on the platform is concentrated, across every kind of Portfolio people follow.

4) What a popularity index can and can't tell you

I want to be honest with you. What's popular isn't the same as what's good. A Portfolio built from what everyone owns can end up concentrated in the same handful of big names, and when those names fall, it falls with them.

It also only updates quarterly, so it can lag a fast change in what people hold. That's the trade-off for a simple rule.

5) How to choose between them

The Core Equity Strategy is a judgment-plus-rules Portfolio that can step toward cash. The Metapilot Index is a mechanical snapshot of the crowd that stays invested in whatever the crowd holds.

Decide which of those you actually want. Don't pick the second one assuming the crowd has done the research for you.

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: Optima Capital Management runs two Portfolios on Autopilot. The Core Equity Strategy is rules-based, fundamental and technical, and raises cash in risk-off markets. The Metapilot Index holds the 20 most-owned securities on Autopilot by dollars invested and rebalances quarterly. Popular isn't the same as good.

Frequently asked questions

Optima Capital Management portfolio

Optima Capital Management, an independent Pilot, runs two Portfolios on Autopilot: the Optima Core Equity Strategy, a rules-based stock Portfolio that raises cash in risk-off markets, and the Metapilot Index, which holds the 20 most-owned securities on Autopilot.

Optima Capital Management Autopilot

Both of its Portfolios are on Autopilot. The Metapilot Index is built from Autopilot's in-app data, weighted by dollars invested, and rebalances quarterly. Followers hold either Portfolio in their own brokerage accounts.

How can I follow Optima Capital Management's portfolio in my own brokerage?

Pick a 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.

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.

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.

The Metapilot Index is constructed from aggregated platform holdings data and reflects popularity, not an assessment of quality or suitability. Listing is not an endorsement of a Pilot or strategy. Fee amounts are quoted from Form CRS dated February 2026 and may change.