Investing should be simple, disciplined, and stress-free. Yet, for most investors, the biggest challenge isn’t choosing the right stocks — it’s executing the plan consistently. That’s where Autopilot Investing comes in.

Autopilot is Axe’s way of helping you invest smarter without losing control. It connects your Axe account with your broker, lines up portfolio orders automatically, and lets you approve with a tap — so your investments stay on track, no matter what the market is doing.

Why Autopilot Exists
Even the best investment strategy fails without consistency.

Investors often miss rebalances, delay entries, or make emotional decisions when markets move fast.
Autopilot solves this by introducing automation with transparency — helping you follow your chosen portfolio exactly as designed, without the manual effort or execution stress.

How Autopilot Actually Works

1. ̥You pick a portfolio
   Choose a rules-based basket on Axe that matches your risk profile. Once you invest, that basket becomes a live holding in your own demat/broker account.
2. Axe tracks changes in the model

   When a scheduled rebalance or review happens (say monthly),
   Axe compares:
   1. what the model portfolio looks like now, vs.
   2. what your holdings in that portfolio look like.

3. Orders are lined up for you
   Based on the difference, Axe creates an order list: trim these positions, top up those, exit a few, add new names, adjust quantities to match target weights.
4. You review and approve
   On the rebalance screen, you see:
   1. which stocks are being bought or sold,
   2. approximate cash impact, and
   3. your before/after allocation.

      With Autopilot on, you approve once and Axe pushes all those orders to your linked broker.
5. Broker executes, you own
   The trades execute in your broker account under your name. Axe doesn’t touch custody; it just coordinates the execution.

Why Use Autopilot Instead of Doing It Manually?
Without Autopilot, every rebalance means:

• checking the updated portfolio,
• calculating quantity changes yourself,
• placing multiple orders one by one,
• and hoping you don’t mistype anything.

With Autopilot:

• Less friction – one confirmation instead of a dozen separate orders.
• Fewer errors – no manual quantity/math mistakes.
• Better discipline – you’re more likely to actually follow the strategy if execution is easy.
• Full control – you can still skip a rebalance, apply it later, or partially execute (for example, only the sells).

Think of it as auto-filling your shopping cart with exactly what the portfolio needs. You still decide whether to check out.

What Autopilot Does Not Do

• It does not trade without your permission.
• It does not move securities out of your broker/demat account.
• It does not guarantee profit or protect from market risk.

Your role stays the same: choose portfolios, choose how much to invest, and choose when to act. Autopilot’s role is just to make the “place the orders” part fast, precise and repeatable.