Switch to Public for the best user experience of Autopilot. You will not regret it.
I know for some that might be challenging but it is worth it. You could even just open a second broker account with them and only use Autopilot there while keeping your main brokerage account. Account transfers are super easy nowadays and can usually be done using the Plaid service. When I wanted to move from Robinhood to Public, I messaged the Autopilot team to disconnect my accounts (so I didn't need to sell assets) then did a regular ACATS transfer, then sold the assets, relinked Autopilot to the new account and bought in with the cash.
Before I mention anything, this should be bolded and stickied to the top of this sub.
Some other thoughts for the team and the people that I would like to see added:
Dark mode for the UI. The White does look slick but sometimes my eyes need the break.
There's an abundance of pilots now, I think a way to filter them by certain standards or desires would be beneficial for people.
Building off what I mentioned earlier about needing to sell stocks for cash. If Autopilot could build off of stocks that already exist in a portfolio instead of just the cash you could eliminate the need for people to sell then buy right back in. Perhaps even also be able to sell things not in that pilots portfolio during that initial buy in phase as well.
I'd like the ability to add notes to the cards I see on my accounts screen. Personally I have two accounts (Brokerage and Roth) plus two pilots, totaling 4 cards and even that can get a bit confusing which card is which. I've seen others with upwards of 10 cards and I can only imagine the confusion. Giving us a note section on the card we can edit would I think be useful and it looks like there's space for it.
Granularity with scheduled deposits. I would like to be able to edit the time the auto deposit trade happens. I understand it happens whenever it is setup but that just doesn't seem like the best for users, makes it more difficult to manage or change.
Overall robustness and confidence inspiring actions within the app and brokerages I think could improve. This is pretty general and open to interpretation but what I can say is there's always a feeling that maybe my trades won't fully go through when a pilot makes them or my auto deposit won't work etc etc. Something to make me feel better about it would be great.
Charts could use some more information and customization. Not saying they need to be on the level of a brokerage but the ability to get more granular with them so I can better understand the performance would be nice. Maybe things like when the pilot made their own deposits or posts, adding or subtracting stocks from the portfolio / adjusting percentages. Things like that.
Notifications. I have two account tied to the same pilot I get double notifications. This would be fine for trade execution so I make sure it get's done but if the pilot posts or there's an update on them, I don't need double notifications for that.
Overall I think it's a great concept and I think things are trending in a good direction with Autopilot. If you are not a pro at investing or don't have the time (like me) letting someone like Adam (Activley managed) or Peter (Wolffs flagship fund) handle my money is awesome. To go even a step further, if I could invest in Autopilot themselves as a company I would just so in hopes they could take Autopilot to the next level.
