Disclosures.

Last updated 9 September 2026

What this service does

AutoPortfolios has two parts with separate roles.

The hub — this website — publishes model portfolios. A model portfolio is a list: symbols, company names, target weights, and the date the list changed. That is the entire signal. The hub also relays commands permitted by your instance's settings; your instance checks those permissions and handles brokerage execution.

Your instance is software running against your own brokerage account, either on a machine you control or on a server we deploy and operate for you under the managed plan. It receives the list, sizes it against your account and your allocation, applies its own limits, and places orders. Every execution decision is made there.

Your broker login password is never requested by this service — it stays on your instance. If you choose automatic IBKR sign-in, the hub stores one brokerage credential: your IBKR authenticator key, encrypted and never shown back. From it the hub computes only the six-digit code your own instance types when IB Gateway asks for one; the key alone cannot sign anyone in, and you can remove it at any time. An optional IBKR Flex reporting token can be relayed through account settings to your instance. It is stored there and retrieves statement information; it does not place orders.

What the performance figures mean

Published model performance shown in the public catalogue — cumulative returns, period returns, benchmark comparisons and the curves drawn from them — is as published by the source of that portfolio. AutoPortfolios does not measure, calculate, audit or verify them. This service stores baskets and dates; it holds no prices and could not independently check a return if it wanted to.

Specifically, those figures:

• are the published record of a model, not of any customer's account;
• do not reflect subscription fees, trading commissions, spreads, slippage, taxes, or the difference between a model's assumed execution and a real fill;
• may use methodologies, rebalancing assumptions and benchmark conventions chosen by the source, which differ between sources;
• cover the periods stated beside them and no others;
• are unlevered — every portfolio listed here is a basket of fully paid-for positions, and these published model figures are not produced with margin or borrowed money. What an individual does with leverage in their own account is their own decision and is not reflected in anything published here.

The calculator on the home page scales an amount you choose by a published cumulative percentage over the window shown. It is an illustration of a published record. It does not reconstruct trade timing, cash flows, holdings or an investable account, and it is not a projection of what your account would have done or will do.

Past performance does not guarantee future results. Your own results will differ, and may be worse.

Personal portfolio reports

Personal reports for managed accounts use the account values recorded by your trading engine and the initial investment and subsequent capital movements confirmed by an admin. Overall gain or loss is the reported account value minus that confirmed net invested capital. Period gain or loss compares the opening and closing account values, subtracts confirmed deposits and adds confirmed withdrawals. A change in account value alone does not establish an investment gain when a capital movement is awaiting review.

Each report identifies its dates, currency, coverage and any unavailable figures. Portfolio results use the holdings and transactions that can be attributed to that portfolio; income or costs known only at account level remain at account level. Costs and taxes paid outside the brokerage account are not included. An optional IBKR FLEX connection can help identify capital movements; an admin must confirm them before they change the reporting capital. Reporting figures do not change billing or profit-share calculations.

Where the portfolios come from

Each portfolio in the catalogue is a published model with its own methodology and its own published record. Some are named on this site; the rest are listed by what they hold and where they trade rather than by their source.

Where a third party's product is named, AutoPortfolios is independent of that party and is not affiliated with, endorsed by or sponsored by them. Their names and trade marks belong to them and are used only to identify the record being described.

Access to a portfolio's holdings through AutoPortfolios may require a subscription and may be subject to that provider's own terms, eligibility rules and licensing. Availability can change, and a portfolio can be withdrawn.

What "AI-driven" means here

Two distinct things, and it is worth being precise about which is which.

The strategies are built by algorithmic and AI models — in most cases by third-party research providers, under their own published methodology, which we do not control and cannot inspect.

The automation is ours: reading each published change, extracting the holdings, sizing the change against your account, choosing an order type appropriate to the venue, and executing it within the limits you set. Parts of that pipeline use large language models to read and verify published documents.

It does not mean that a language model selects your holdings, and this site does not claim that it does.

Conflicts and compensation

AutoPortfolios is paid in two ways: a monthly fee for access to a signal pack, and a share of profits on the managed plan. A profit share means we are paid more when your account makes more, which aligns some incentives and not others — notably, a profit share can reward volatility, because a strategy that swings widely can produce profitable periods without producing a better outcome overall.

Where a portfolio originates from a third-party provider, we may hold our own subscription to that provider in order to receive it.

Regulatory position

AutoPortfolios is a software product. It is not a broker, a custodian, an investment adviser, or a fund. It does not hold client money or securities, does not exercise discretion over your account beyond the automation you configure and can withdraw, and does not provide personalised recommendations.

Publishing model portfolios, and being compensated for their use, is a regulated activity in some jurisdictions. Availability of this service is limited accordingly, and it may not be offered where doing so would require a registration we do not hold.

Nothing on this site is an offer or solicitation in any jurisdiction where such an offer would be unlawful. If you are unsure whether an investment is suitable for you, seek advice from someone authorised to give it.