Trackers
Wolf Financial's Portfolios on Autopilot: what they are and how to follow them
Wolf Financial's Portfolios on Autopilot: what they are and how to follow them.
I'm Chris, one of the co-founders of Autopilot. Wolf Financial publishes more Portfolios than almost anyone on the platform, across very different goals, so the useful thing here is a map rather than a pitch.
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
Wolf Financial is a finance media brand, best known for its presence on X. The Portfolio descriptions say their strategies combine market expertise with thematic ideas aimed at a range of investment goals.
The Portfolios, and what each one says it does
The AI Flagship Fund is described as a high-conviction portfolio focused on companies at the front of AI infrastructure, applications and adoption.
The Crypto Bull is described as a high-conviction portfolio centered on companies driving innovation in digital assets and blockchain platforms.
Rare Metals & Mining is described as focused on gold, silver, copper, platinum and related opportunities, sourced from the Pilot's private research and analysis.
The Buy a House Fund is described as a diversified portfolio built largely from exchange-traded funds for broad market and sector exposure.
Set It & Forget It is described as built around established market leaders and enduring assets, for people who value stability over innovation.
And the Tom Lee Tracker follows a strategist's public commentary, which is a different kind of source and is covered separately in How to follow Tom Lee's public calls in your own brokerage account.
What to check before you follow
These range from a broad exchange-traded fund portfolio to concentrated single-theme bets, and they are not interchangeable. A crypto-linked equity Portfolio and a diversified fund Portfolio belong in completely different parts of anyone's plan.
Read the Portfolio's own description in the app, because that's the Pilot's statement of method and it's more specific than anything I'd write here. 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
Wolf Financial portfolio
Wolf Financial publishes several Portfolios on Autopilot, spanning AI, crypto-linked equities, metals and mining, a diversified fund portfolio, a stability-focused one, and a tracker built on a strategist's public commentary.
Wolf Financial Autopilot portfolio
They run inside the brokerage account you already have. Wolf Financial publishes them as an independent Pilot and Autopilot Advisers manages them.
How can I follow Wolf Financial's portfolios in my own brokerage?
Pick one, connect your brokerage, allocate money. When the Portfolio changes we send the orders and your broker fills them.
WOLF Financial AI Flagship Fund
Described as a high-conviction portfolio focused on companies at the front of AI infrastructure, applications and adoption. Read its description in the app for the full method.
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.
Wolf Financial 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. Concentrated and thematic strategies, including those linked to digital assets, carry heightened risk of loss. Fee amounts are quoted from Form CRS dated February 2026 and may change.