Umbrella Trading's Macro Regime Portfolio on Autopilot

I'm Chris, one of the co-founders of Autopilot. Umbrella Trading's profile says two words: systematic macro. Its Macro Regime Portfolio explains the rest.

Most Portfolios make you pick growth or safety. This one switches between them by rule. Here's how.

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 they are

Umbrella Trading is an independent Pilot. It creates and manages [Umbrella] Macro Regime, a systematic macro Portfolio.

2) How the Portfolio works

Every week, a model scores 25 ETFs across the major markets on two things: what they pay you to hold them, and which way they're moving. The most money goes behind the highest scores.

A read on the market's overall health, the stock trend confirmed by credit markets, decides whether it leans into stocks or moves to defense in Treasuries, gold, and cash. A daily stop cuts anything that breaks down.

3) What that means in plain terms

For those unaware, this is trend-following with a yield twist. When stocks are climbing, it rides them. When the trend breaks, it steps aside.

Its description says it uses no forecasts and no leverage. It's a rule, applied every week.

4) The risk, said plainly

I want to be honest with you. Any trend rule is late at turning points by design. It can step out after a fall has started, and step back in after a rebound has already happened.

In choppy markets it can switch back and forth, and the daily stop adds trading. The other momentum Portfolios are compared in Is there an app that follows a momentum strategy in my own brokerage?.

5) How following works

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 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: [Umbrella] Macro Regime, from Umbrella Trading, scores 25 ETFs weekly on yield and trend, backs the strongest, and moves to Treasuries, gold, and cash when a stock-and-credit health check turns negative. It uses no leverage, and like any trend rule it can be late at turning points.

Frequently asked questions

Umbrella Trading portfolio

Umbrella Trading, an independent Pilot, runs [Umbrella] Macro Regime on Autopilot, a systematic Portfolio that scores 25 ETFs weekly on yield and trend and shifts to Treasuries, gold, and cash when market health weakens.

Umbrella Trading Autopilot

Its Macro Regime Portfolio is on Autopilot. The description says it uses no leverage and applies a daily stop to anything that breaks down.

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

Pick [Umbrella] Macro Regime 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.

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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.

Trend-following strategies can be late at turning points and may increase turnover. Listing is not an endorsement of a Pilot or strategy. Fee amounts are quoted from Form CRS dated February 2026 and may change.