Getting Started FAQs

A: No. You can use any brokerage account you already have. Many users either dedicate a portion of their existing account to StockPilot or open a new one just for this portfolio. We deliver the portfolio and alerts — you simply place the trades in your chosen account.

A: Yes. Any self-directed retirement account (or one that allows brokerage trades) works perfectly with StockPilot.

A:There's no minimum. Start with any amount and scale the portfolio based on your available funds. Because StockPilot uses fixed allocations across 19 positions, your account stays balanced and grows proportionately, no matter your starting size.

A: Begin by purchasing the 6 income positions at 8% each, which uses 48% of your allocated funds. Next, fill the 13 growth slots (4% each) by following the alerts that replace existing growth positions with new ones until your portfolio is complete. From there, it's simple: continue acting on replacement alerts as they come in to keep your StockPilot portfolio fully up to date. See this Help article in the Getting Started section for more details: https://stockpilot.ladesk.com/605426-How-New-Su...

A: No. If you are a new subscriber, do not buy the existing 13 Growth positions on day one. Your first step is to purchase the current 6 Income positions only. After that, simply wait for your Daily After-Hours Alerts, which will guide you into each of the 13 Growth positions over time. Once all 19 positions are filled, you’ll be fully invested in a complete, balanced StockPilot portfolio. See this Help article in the Getting Started section for more details: https://stockpilot.ladesk.com/60542...