Getting Started
Simple Steps To Get Started
Requirements
Active StockPilot subscription ($147/month)
Email + password login
Your own brokerage account
Sign Up
Visit: www.stockpilot.io
Click Sign Up.
Enter your name, email, and password.
Verify your email.
Subscribe via Stripe to unlock access.
Login
Use your registered email and password.
Reset your password via the login screen.
Allocate Your Capital
Decide how much you want to invest, then mirror StockPilot's portfolio in your brokerage account. Each position is weighted between 4–8% of your account. These allocations are clearly defined on your StockPilot dashboard for every trade.
NOTE: 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.
Daily System Check
Every evening after market close, the StockPilot system reviews all positions. At 7 PM ET, your dashboard updates with any Alerts.
Act on Alerts
When notified (via app, text, or email), place the recommended buy/sell trades at the next market open. When selling, close the entire position. Use the Sizing Calculator to properly size (number of shares) each new position to your brokerage account’s current balance.
Grow & Collect
Check in each evening, follow the alerts (if any), and let your portfolio grow through a combination of price appreciation and consistent dividend income.
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