Orders and Investments
- How are allocations decided and executed?
- What happens if an order fails?
- What is a partially filled order?
- Can I view my order history?
- Can I invest more in an existing portfolio?
- How do I rebalance my portfolio?
- Can I view the details of each rebalance?
- Can I use multiple broker accounts?
- What order types are used (market/limit) and how is slippage handled?
- What if my broker API disconnects during Autopilot execution?
- Can I switch brokers for an existing portfolio?
- How are corporate actions (dividends, splits, mergers) handled in my live holdings?
- Is there a required cash buffer to execute or rebalance?
- How does Autopilot execute and confirm orders?
- Will holdings overlap if I subscribe to multiple portfolios? How do I manage overlap?