- Beyond The Wealth
- Posts
- From Tracking Nancy Pelosi To Building The Next Gen Investing App
From Tracking Nancy Pelosi To Building The Next Gen Investing App
Andres Sanchez
March 05, 2025 • Estimated Reading Time: 8 minutes
Thank You For The Feedback Last Week
I want to thank the 10+ people who provided valuable feedback on this newsletter and are helping me continue to improve it!
The universal response was that people wanted me to focus more on my podcast and highlight the founders I meet.
That was my original mission, but I started to stray away by trying to model my newsletter after other successful business newsletters.
Receiving this feedback was refreshing!
Understanding what you all want to hear from me makes it much easier to create a successful product for everyone.
Today’s Feature: Chris Josephs
We have an amazing newsletter highlighting one of my favorite interviews.
Chris Josephs turned a group chat idea into one of the fastest-growing finance apps with Autopilot.
They founded the famous Pelosi Tracker, which monitors Nancy Pelosi’s portfolio and allows users to mimic her trades on autopilot!
Special Shoutout
One of my previous amazing guests, Anne-Laure Le Cunff, launched her book Tiny Experiments this week—be sure to check it out!
With all that being said, let’s get into the good stuff!
Want A Free Google Doc I Made With All The Best SaaS Tools Out Right Now? |
Today’s Sponsor
Hire full-time team members and manage them in real-time.
Enjoy transparent pricing—no hidden fees.
Focus on scaling your business as we handle payroll, HR, and administrative operations.
Access the Tahche App, your 24/7 mobile hub for connecting with top qualified, experienced professionals.
The Future Of Investing Is Here
Chris Josephs: From Tracking Nancy Pelosi’s Investments to Building a Top Finance App
This week, I sat down with Chris Josephs, co-founder of Autopilot, best known for the Nancy Pelosi Stock Tracker—a tool that went viral for exposing politicians' trading moves. What started as a social investing app pivoted into one of the most talked-about platforms in finance, helping everyday investors automate their portfolios by mirroring elite traders, politicians, and hedge funds.
Chris’s journey—from flipping sneakers to growing a top-ranked finance app—is a masterclass in hustle, adaptability, and thinking big.
The Birth of Autopilot: From Group Chats to a Scalable Platform
Like many during the 2020 bull market, Chris and his co-founders noticed a common trend:
Group chats were filled with trading advice, but it was impossible to track who actually knew what they were doing.
People wanted a “set-it-and-forget-it” way to invest alongside top traders.
Their first attempt—Iris, a social investing platform—had traction, but when the market cooled, engagement dropped. That’s when they pivoted to Autopilot, building a platform where users could automate their portfolios to follow top investors and politicians in real-time.
“People didn’t just want trade ideas—they wanted an easy way to execute them.”
How Autopilot Works
1️⃣ Choose a Portfolio – Select a strategy from elite investors, politicians, or financial influencers.
2️⃣ Connect Your Brokerage – Autopilot integrates with Robinhood, Fidelity, Webull, and more (no need to move funds).
3️⃣ Invest Hands-Free – Your portfolio automatically adjusts to match the trades of your selected strategy.
This seamless approach eliminates the guesswork, allowing users to invest alongside top traders without constant monitoring.
“We built Autopilot because we wanted to use it ourselves.”
The Viral Rise of the Pelosi Tracker
Chris and his team capitalized on one of the biggest loopholes in finance—politicians’ ability to trade stocks with insider knowledge.
The Pelosi Tracker blew up after Chris posted a TikTok showcasing her trades.
Media attention followed, including ABC, NPR, and Fox News.
The controversy fueled hundreds of millions in investments into Autopilot’s politician portfolios.
“We never expected the Pelosi Tracker to take off like this—but it’s proof of how much people care about transparency in finance.”
The Biggest Lessons for Founders
🔥 Action Beats Overthinking – Chris admits he delayed investing in ads due to hesitation. Once they pushed through and scaled marketing, they saw massive growth.
🔥 Build Distribution Before the Product is Ready – They built momentum with the Pelosi Tracker before launching, ensuring demand from day one.
🔥 Think Bigger – Early on, Chris was happy making a few thousand a month. Looking back, he realizes he should’ve aimed for $50K, then $500K, then $5M.
🔥 Don’t Be Afraid to Pivot – Their first product wasn’t sticky enough. Instead of clinging to a failing idea, they doubled down on what users actually wanted.
“If you’re not pivoting, you’re not pushing hard enough.”
What’s Next for Autopilot?
Chris and his team aren’t stopping with political trades—they’re democratizing access to elite investing strategies
✅ Hedge Fund-Inspired Portfolios – Users can now invest alongside Wall Street-level strategies, once reserved for the ultra-wealthy.
✅ More Influencer Partnerships – Collaborations with Unusual Whales, QuiverQuant, and Liquidity bring unique data-driven portfolios.
✅ AI-Driven Strategies – They’re exploring AI-powered stock selection models to help users maximize returns.
“We’re not just building an app—we’re redefining how everyday people invest.”
Try Autopilot & Connect with Chris
Download Autopilot – Join Now
Follow Chris on Twitter – @ChrisJJosephs
Check Out Pelosi Tracker – @PelosiTracker_
What do you think of automated investing? Have you tried following elite traders? Reply and let me know!
- Andres Sanchez
Beyond The Wealth
Check This Out!
My Previous Guest And Friend Of The Pod/Newsletter Anne-Laure Launched Her Book!
What if we stopped treating life as a rigid series of checkboxes and, instead, embraced it as a playground for discovery? Tiny Experiments by neuroscientist and entrepreneur Anne-Laure Le Cunff invites readers to rethink traditional goal-setting and unlock the power of small, deliberate experiments to navigate uncertainty, explore new paths, and grow authentically.
Drawing from scientific research and real case studies, Anne-Laure challenges the pressure to pursue linear goals and instead encourages an experimental mindset—one where continuous reinvention takes center stage. Through engaging stories, actionable insights, and thought-provoking exercises, Tiny Experiments provides a flexible framework for designing a more meaningful life, one small step at a time.
Whether you’re seeking a new career direction, exploring a creative pursuit, or simply looking for ways to bring more curiosity into your daily routine, this book is an essential guide to unlocking your full potential. Order your copy today and start your own series of tiny experiments!
Reach 17,182 CEOs & Founders Every Week!
Inquire About Our Ad Slots Below!
Inquire: [email protected]
Weekly Sponsors
My Favorite Business Tools
Founders, are you looking for new leads but struggling to find them? ListKit is a reliable database of 626 Million triple-verified contacts!
Funders, are you tired of manually messaging potential prospects on X? Try Drippi an outreach automation tool that allows users to personalize messages to their ideal clients on autopilot!
Considering a newsletter for your business? More founders and CEOs are launching newsletters this year to help build trust with their audience. Beehiiv is the #1 tool for this! Create newsletters like the one you're reading with 1 free month and 20% off your first three months below!
Did You Enjoy Today's Newsletter?📊 |
Reply