Frequently Asked Questions

Learn more about how we've helped clients hit or exceed their goals

  • General
  • Registration
  • Trials

Pilots

General

Pilots are experienced traders who publish active trading strategies for others to follow. Each Pilot manages their own strategy, performance style, and risk profile. Subscribers can view Pilot analytics, performance history, and trading activity to decide which strategies best match their goals.

Pilot rankings are based on verified trading results pulled directly from connected brokerage accounts. Metrics such as win rate, return consistency, drawdown behavior, and strategy volatility are evaluated. These rankings help subscribers see which strategies are performing most reliably over time.

Memberships are managed through the “Memberships” tab on the Trader Dashboard. Here, you can do the following: Generate subscriber invitation links, View subscriber contact information, Manage strategy access, Modify or cancel subscription plans

Pilots can list and sell their subscriptions directly on their websites. Once a subscriber pays, you generate a unique membership link through the Trader Dashboard under “Memberships” that grants them access to your social fund. All subscriptions are invoiced monthly. Contact our sales team for more information.

Yes. Stock Pilot can integrate with Discord, Telegram, SMS, and email. Trade alerts and Pilot messages can be broadcast automatically to connected platforms.

Pilot dashboards include forms and tools for submitting trades to your linked brokerage and distributing those trades to subscribers.

Yes. Pilots may run multiple strategies and may add Co-Pilots to manage different channels or trading systems.

There is no limit. Stock Pilot provisions adequate infrastructure to support communities of any size during onboarding.

You may add unlimited Co-Pilots or analysts. Each one can run their own strategy channels.

You can trade equities and options. Futures and other asset classes are coming soon.

Registration

You can register by submitting your application through the StockPilot Pilot on-boarding form. Once submitted, our team will review your information and follow up with next steps.

Pilots must demonstrate strong trading experience, a consistent strategy, and the ability to provide validated results. Additional information may be required during onboarding to verify your strategy performance.

Our team reviews your submission and may reach out with follow-up questions. Once approved, you will receive access to configure your strategy profile and publish it to potential subscribers.

Yes. A connected brokerage account is required so strategy performance can be verified and ranked accurately.

Yes. Pilots can update strategy descriptions, risk profiles, performance information, and account details from within the Pilot dashboard.

Trials

The trial gives new users access to explore the platform, view strategy dashboards, and understand how automated trading works. It is designed to help you experience the workflow before committing to a subscription.

During the trial, you can browse the available strategies, review performance metrics, view trade examples, and understand how trade automation and alerts function.

No. The trial provides full visibility into the platform but does not execute live automated trades. Automated execution becomes active once you join as a paying subscriber and connect your brokerage account.

Trials typically last seven days. This gives you enough time to explore the features, understand the strategies, and see whether StockPilot is the right fit.

Yes. You may cancel your trial at any time. If you cancel before the trial period ends, you will not be charged.

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