Autopilot - Investment App API integration (Copy-trading & OpenFinance)

Authorization & session bridge

Replicates the Autopilot mobile authorization handshake (email/SMS OTP, device attestation, refresh-token rotation) and exposes it as a server-to-server /oauth/token endpoint. Use it to bind enterprise users to a service account and run unattended jobs without re-prompting on every sync window.

Pilot catalog & subscription API

Lists every public pilot (Pelosi Tracker+, Buffett mirror, hedge-fund baskets, creator pilots), exposes risk metrics, and triggers subscribe/unsubscribe actions. Useful for RIAs that want to white-label specific pilots inside their own client portal.

Brokerage account linking

Wraps Plaid Investments and SnapTrade flows into a single /brokerage/link endpoint, returning a Plaid item_id or SnapTrade authorization_id plus a stable internal account UUID. Handles the Fidelity LPOA migration that Autopilot rolled out in 2024 for richer trade authority.

Trade execution & sizing engine

Reproduces Autopilot's proportional sizing — given a follower's investable cash and a pilot trade, it calculates fractional share quantity, applies the broker's min_notional, and emits an order draft that your OMS can confirm before sending to NPCC/DTCC settlement.

Statement & tax-lot exporter

Generates per-account statements for any date range, complete with realized P/L, wash-sale flags, and 1099-eligible tax lots. Output formats: JSON, CSV, XLSX, and PDF; output channels: webhook push, signed S3 URL, or direct SFTP drop.

Push notification & webhook layer

Delivers signed events for pilot.trade, copy.fill, account.disconnected, and subscription.changed. Includes an idempotency key so partner systems can replay missed events without double-posting trades.

1. RIA white-label pilot dashboard

Business context: An advisor wants to offer the Pelosi Tracker+ and Buffett mirror to clients but inside the firm's own SMA portal.

Data & APIs: Pilot catalog API + per-client holdings export + copy-trade webhook. We map each Autopilot pilot_id to an internal model portfolio.

OpenFinance fit: The advisor reads holdings via Plaid Investments (read-only) and writes orders through SnapTrade or a custodian LPOA, mirroring Autopilot's own architecture.

2. Tax software statement ingestion

Business context: A US tax-prep vendor needs end-of-year 1099-equivalent data for every Autopilot user it serves.

Data & APIs: Statement export endpoint returning realized P/L, wash-sale flags, and short/long-term lot classification per fill.

OpenFinance fit: The export aligns with the FDX (Financial Data Exchange) Tax schema, so the same payload also feeds Intuit, H&R Block, and TaxAct connectors.

3. Compliance monitoring for political trade disclosures

Business context: A media outlet building a STOCK Act dashboard wants timely Pelosi/Crenshaw/Pelosi-spouse trades the moment Autopilot ingests them.

Data & APIs: Pilot trade feed filtered by category=politician; webhooks deliver each new trade within seconds of disclosure.

OpenFinance fit: Acts as an OpenData layer over public 45-day disclosures, enriched with Autopilot's normalization (ticker mapping, option-vs-equity flag).

4. Robo-advisor portfolio overlay

Business context: A robo wants to offer "Pilot overlays" alongside its core ETF model — e.g. 80% target-date fund + 20% Autopilot pilot.

Data & APIs: Subscription API to provision the pilot, sizing engine to compute the 20% sleeve, fills webhook to update reporting.

OpenFinance fit: The overlay is rebalanced through the same OpenBanking-style consent grant, with an audit log per allocation change.

5. Performance research & backtesting

Business context: A quant team wants 3 years of pilot trade history to backtest a "follow-the-politician" factor against the Russell 3000.

Data & APIs: Bulk historical export of pilot trades, holdings snapshots, and daily NAV per pilot, delivered as Parquet on S3.

OpenFinance fit: Same dataset can feed factor libraries (Alphalens, Zipline) without reverse-engineering 13F filings or Periodic Transaction Reports.

1. Authorize a follower account

POST /api/v1/autopilot/oauth/token
Content-Type: application/json

{
  "grant_type": "password",
  "email": "user@example.com",
  "otp": "428193",
  "device_id": "ios-7f3a...",
  "client_id": "studio-partner-001"
}

200 OK
{
  "access_token": "eyJhbGciOi...",
  "refresh_token": "rt_e3a9...",
  "expires_in": 3600,
  "user_uuid": "u_01HZX9..."
}

2. Pull pilot trade feed

GET /api/v1/autopilot/pilots/8735/trades?since=2026-04-01
Authorization: Bearer <ACCESS_TOKEN>

200 OK
{
  "pilot_id": 8735,
  "pilot_name": "Pelosi Tracker+",
  "trades": [
    {
      "trade_id": "t_88af",
      "ticker": "NVDA",
      "side": "BUY",
      "weight": 0.042,
      "disclosure_ts": "2026-04-22T13:05:00Z",
      "source": "STOCK Act PTR"
    }
  ],
  "next_cursor": null
}

3. Subscribe to copy-fill webhook

POST /api/v1/autopilot/webhooks
Authorization: Bearer <ACCESS_TOKEN>

{
  "event": "copy.fill",
  "url": "https://partner.example.com/hooks/autopilot",
  "secret": "whsec_..."
}

// callback payload (signed with HMAC-SHA256)
{
  "event": "copy.fill",
  "user_uuid": "u_01HZX9...",
  "pilot_id": 8735,
  "order_id": "o_4499",
  "ticker": "NVDA",
  "qty": 0.61,
  "fill_price": 882.31,
  "ts": "2026-04-22T13:05:42Z",
  "broker": "schwab"
}

Dub

An SEC-registered, FINRA-member copy-trading broker-dealer. Holds full US brokerage records and order-routing data; partners often need to reconcile Dub fills against Autopilot pilot signals on the same tickers.

eToro CopyTrader

Global social-investing platform with multi-asset accounts (equities, ETFs, crypto, CFDs). Holds rich social-graph data and copier/copied relationships that pair naturally with Autopilot pilot trade feeds for cross-platform leaderboards.

Wizest

Mobile-first investing app with curated portfolios and savings products. Stores per-user allocation goals — useful when consolidating retirement, savings, and copy-trading positions into a single OpenFinance dashboard.

Composer

Algorithmic trading platform that lets users build symbolic, rule-based strategies. Holds strategy DSL and backtest data; some partners pipe Autopilot pilots into Composer as a data input for further rule-based filtering.

Surmount AI

AI-driven strategy marketplace targeting retail investors. Holds quant strategy metadata and signed trade feeds — frequently cross-referenced with Autopilot pilots when teams build "best-of" copy-trading aggregators.

M1 Finance

Pie-based automated investing platform, IRA-friendly, with rebalancing data per "pie." When users hold both an M1 pie and an Autopilot pilot, partners often need a normalized holdings export so they aren't double-counting positions.

Betterment

Robo-advisor with goal-based portfolios, tax-loss harvesting, and 401(k) services. Stores goal allocations and TLH events that complement Autopilot's discretionary pilot positions in a holistic wealth view.

Collective2

Long-running automated trading and signal marketplace for both retail and prop traders. Provides per-strategy fills and equity curves; integration partners reconcile Collective2 systems against Autopilot political pilots for institutional clients.

Trality

Trading-bot marketplace with both code and rule-based bot builders. Holds bot configurations and execution telemetry; teams that operate cross-asset strategies often unify Trality fills with Autopilot equity pilot fills.

Pelican Trading

Retail copy-trading platform with a focus on social discovery. Holds trader-of-traders relationships and mobile-first dashboards; same OpenBanking-style consent flow we use for Autopilot covers Pelican broker connections.

About us

We are an independent technical studio specializing in App interface integration and authorized API integration, with deep hands-on experience across mobile applications and fintech. Our team has shipped integrations for retail brokerages, neobanks, RIA back-offices, and tax software, so we recognize the specific quirks of copy-trading platforms — refresh-token storms, fractional-share rounding, late-arriving political disclosures, and broker LPOA upgrades like the one Fidelity rolled out in 2024.

• Protocol analysis, API design, and runnable source code (Python / Node.js / Go)
• OpenAPI / Swagger specs, Postman collections, automated regression tests
• Compliance review aligned with SEC, FINRA, FDX, GDPR, and FCA expectations
• Source code delivery from $300 — receive runnable API source code and full documentation; pay after delivery upon satisfaction.
• Pay-per-call API billing — access our hosted API endpoints and pay only for the calls you make, no upfront fee.

Contact

For quotes, sandbox access, or to scope an Autopilot integration, please open our contact page. Send your target use case (RIA dashboard, tax export, signal research, etc.) and we will return a deliverables list and timeline.

Contact page

Engagement workflow

1. Scope confirmation: pilots needed, brokerages in play, expected call volume, region of end-users.
2. Protocol analysis and authorization design (2–5 business days).
3. Build & internal validation against sandbox brokerage accounts (3–8 business days).
4. Documentation, sample clients, and audit-log review (1–2 business days).
5. Typical first delivery: 5–15 business days; broker LPOA approvals or RIA paperwork can extend the timeline.

FAQ

What do you need from me to get started?

Which brokerages are tricky?

How do you handle compliance?