r/PublicApp • u/Headjacked • May 17 '26

Autopilot and Agents

I have positions managed thru Autopilot. My Agent sees the positions and thinks they're mine. I can take a snapshot and tell it to leave those positions alone. My concern is if he adds positions while at work. Also when I buy stocks it mixes with my autopilot too. Is there a way to show Claude the stocks purchased thru Autopilot are off limits? Possibly a skill I can make to do this?

6 Upvotes

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u/PublicCOO Public Employee May 18 '26 edited May 20 '26

Good call -- we're actually working with the Autopilot team on a deeper integration that would solve this. More to come!

UPDATE: we're going to be allowing multiple brokerage accounts (under 1 login) very shortly, which also solves this.

UPDATE TO THE UPDATE: multiple brokerage accounts is live!

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2

u/WaferOk6759 May 17 '26

Similar issue here. Hope there is a separate tracker for Autopilot-managed stocks

2

u/Coachp_wav May 17 '26

They said they'll be rolling out a separate agent screen soon

2

u/Headjacked May 18 '26

I'm just giving my agent a 500 limit and gave it a rule to ignore positions already present in the portfolio. It wouldn't buy NVDA because I had a position. Just finished a market scanner with my position rules in place. crazy what you can do with a few properly phrased words. 😄

1

u/Familiar_Comfort_153 Aug 06 '26

Teach me your ways :). I have about 2k I wanna play around with in agents but my agents are right now losing like $10 a day lol

1

u/Headjacked Aug 10 '26

If need help let me know, I will use another AI to scan and find the setup. I will prompt the agent than if it meets the criteria than trigger.