Can I execute trades on the platform?
No. For security reasons, PortfolioPilot has "read-only" access to your accounts, meaning that we can pull in the securities from your brokerage to analyze, but cannot execute trades on your behalf. Using the platform, you can accept recommendations to a draft portfolio, create an order execution list, and then we can link you to your brokerage account with specific instructions to execute the trades - but you do that part yourself. This way you are always in control and know exactly what's happening in all your accounts.