Take control of your investing journey

Investor Pilot lets you organise your holdings, create custom overviews and track performance across your accounts – so you always know exactly where your portfolio stands

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See How It Works
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Mobile and Desktop Dashboard

Supported Brokers

The Investor Pilot stock tracking platform integrates with many stock brokers to easily update your stock trades.

CMC Markets
Nab Trade
Westpac

The Solution Loop

Investor Pilot helps investors turn goals, strategies and market decisions into a disciplined repeatable process.

1. Goals

Plan

  • Set goals, timeframe, and required return
  • Know the level of risk needed

2. Strategy Buckets

  • Organise investments by purpose and style
  • Give every decision a clear reason

3. Measure What Matters

  • Track performance by goal, strategy, and account
  • See what is working in one place

3. Measure What Matters

  • Track performance by goal, strategy, and account
  • See what is working in one place

4. Close the Loop

  • Use alerts, reviews, and learning to improve
  • Stay disciplined through the changing markets

New to Investing

You want to start investing properly, with clear goals and a simple plan that gives you confidence from day one.
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Growing Family Wealth

You’re managing long-term wealth and want structure, visibility and discipline across your investments and family goals.
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Rules Based Traders

You already have rules, but want a tool that helps you execute consistently and avoid emotional decisions.
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SMSF / Retirement Planners

You’re focused on long-term outcomes and want a clear framework to stay aligned with your strategy through changing markets.
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Designed for
Disciplined Behaviour

Investor Pilot is built to reduce emotional decisions and support steady, structured action.

Plans
Before Positions

Every investment decision starts with a goal and a strategy — not a stock tip.

Performance
Measured by Goals

Track progress against what you’re trying to achieve, not just short-term market moves.

A Repeatable
Investing Loop

Plan → Execute → Review — a structured cycle designed to improve consistency over time.

Education Inside the Workflow

Learn investing principles in context, while you plan, act and review — not in a separate tab.

Strategy-Linked
Decisions

Every trade or holding is connected to a defined strategy, so you always know the “why.”

Build Your Investment Plan With Investor Pilot

Investor Pilot will show you how to get started, maintain and grow your portfolio.

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The Investor Pilot Method
Years Of Market data
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Global Stocks
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EFT's Supported
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