Autopilot

Use this when the user asks who operates Autopilot or how to verify the registration. Returns the SEC-registered adviser name, CRD, and the public verification URL.

get_adviser

Use this when the user asks whether Autopilot's published numbers are current, or before quoting invested capital, strategy count, or a freshness label. Returns published catalog figures, including invested capital and listing totals.

get_figures

Use this when the user asks how published returns are produced, or what the track-record labels mean. Returns methodology notes.

get_return_methodology

Returns the cumulative-return chart for one to four named portfolios. The result is the chart widget: each portfolio's name, pilot, portrait, return spans in percent, and points. Call this after list_portfolios, with the chosen names or portfolio_keys, one to four, before the reply, so the chart widget is in the reply. A list result with no query, or with more than four portfolios, does not include that chart. names takes a published name, a partial name, or a pilot-and-name phrase. portfolio_keys takes the k values from list_portfolios. At most four. pilots lists each of those pilots once, with the full biography and the full strategy description of each named portfolio.

chart_portfolios

Returns every public Autopilot portfolio at or above $100,000 in invested capital, sorted by that capital from highest to lowest. Each row follows cols. pilots lists each pilot once, joined by id, with the full biography and the full strategy description of that pilot's portfolios. unit names the units. Use this to get the data. After one or more portfolios are chosen, call chart_portfolios with those names, one to four, before the reply, so the chart widget is in the reply. query, when set, limits which portfolios are returned to those whose name, pilot, or strategy text matches. A query result of one to four portfolios includes their cumulative-return charts. A query result of more than four, and a result with no query, does not include charts.

list_portfolios