Getting Started

📘Summary: Learn how to create your StockPilot account, verify your email, and access your dashboard for the first time. Setting up your StockPilot account takes less than two minutes. Follow these steps to get started: 🔹1. Create Your Account - Visit stockpilot.io - Click Sign Up - Enter your name, email address, and password - Click Create Account 🔹2. Verify Your Email You’ll receive an email titled “Welcome to StockPilot – Verify Your Account.” - Open the email - Click the veri...

📘Summary: A step-by-step guide for new StockPilot subscribers explaining why you start with the 6 Income positions first and how Alerts will guide you into the 13 Growth positions over time. StockPilot is designed so that new subscribers enter the portfolio gradually, beginning with the 6 Income positions and allowing the AI to guide the timing of the 13 Growth positions. This ensures you do not buy Growth positions at random entry points, and instead enter each one at moments when conditions ...

📘Summary: A step-by-step walkthrough on using the StockPilot Sizing Calculator to allocate your 19-position model portfolio. StockPilot’s 19-position model portfolio is built around a balanced approx. 50/50 allocation of Income ETFs and Growth Stocks. To help you size each position correctly, we provide a built-in Sizing Calculator. StockPilot’s 19-position model portfolio is built around a balanced allocation of Income ETFs and Growth Stocks. To help you size each position correctly, we provi...

📘Summary: Learn what the alerts mean, when they arrive, and how to use them to manage your portfolio. Every trading day after the market closes, StockPilot reviews the 19-position portfolio and sends an After-Hours Alert when/if the AI determines a position change is required. 🔹1. When Alerts Are Delivered Alerts can be sent: - Monday–Friday - Usually at or just before 7:00 pm ET - Via text & email (if elected), and your dashboard 🔹2. What’s Included in the Alert Each alert includes: ...