About PortfolioPilot
PortfolioPilot — PortfolioPilot is an AI-powered financial advisor designed to help self-directed investors manage their portfolios. It offers features such as portfolio tracking, tax optimization, estate planning, scenario modeling, and personalized investment advice. The platform uses sophisticated financial models and AI to empower users to make data-driven investment decisions without commissions or human bias.
Top use cases
- Analyzing portfolio risks and opportunities
- Optimizing investment strategies for tax efficiency
- Planning for estate management and wealth transfer
- Modeling potential investment outcomes under different scenarios
- Tracking and visualizing net worth across multiple accounts
Built for
Key features
- AI-powered investment advice
- Portfolio tracking and analysis
- Tax optimization and tax-loss harvesting
- Estate planning and scenario modeling
- Net worth visualization
Pros & cons
Pros
- AI-driven insights and recommendations
- Comprehensive portfolio management tools
- Cost-effective compared to traditional financial advisors
- Bank-level security for data protection
- Free plan available with essential features
Cons
- Does not manage money directly; users maintain control
- Personalized investment advice requires a paid subscription
- AI Assistant query limits on Gold plan
- Advanced features like AI equity search are limited to Platinum plan
Pricing
PortfolioPilot Free
$0/ month
Smart Portfolio Monitoring to let you stay on top of your finances. Net Worth Tracking. Visualize your asset allocation in a single dashboard. Portfolio Analysis. Discover risks and opportunities based on your portfolio. Scenario Modeling. Monte Carlo simulations of the past a…
PortfolioPilot Gold
$29/ month
Personalized recommendations by an AI Advisor with real financial advice. Personalized Recommendations. Actionable recommendations based on your portfolio. Tax Impact & Continuous Tax-loss Harvesting. AI Assistant. Ask questions about your portfolio or anything investing r…
PortfolioPilot Platinum
$99/ month
Want even more advanced tools for investing? Try PortfolioPilot Platinum to get access to AI equity research tools and more features.
Company information
- PortfolioPilot Support Email & Customer service contact & Refund contact etc. Here is the PortfolioPilot support email for customer service: [email protected] . More Contact, visit the contact us page(mailto:[email protected])
- PortfolioPilot Company PortfolioPilot Company name: Global Predictions Inc . PortfolioPilot Company address: 2261 Market Street San Francisco CA, 94114 . More about PortfolioPilot, Please visit the about us page(https://www.globalpredictions.com/company/about-us) .
- PortfolioPilot Login PortfolioPilot Login Link: https://portfoliopilot.com/login
- PortfolioPilot Sign up PortfolioPilot Sign up Link: https://portfoliopilot.com/signup
- PortfolioPilot Pricing PortfolioPilot Pricing Link: https://portfoliopilot.com/pricing?utm_source=toolify
- PortfolioPilot Facebook PortfolioPilot Facebook Link: https://www.facebook.com/worldpred
- PortfolioPilot Linkedin PortfolioPilot Linkedin Link: https://www.linkedin.com/company/globalpredictions/
- PortfolioPilot Twitter PortfolioPilot Twitter Link: https://twitter.com/portfoliopilot
Frequently asked questions
Is PortfolioPilot registered with the SEC with fiduciary responsibility?
PortfolioPilot is a technology product of Global Predictions Inc, a SEC Registered Investment Advisor, with fiduciary responsibility to all its clients. It's also worth noting all information on this website and our platform are for informational purposes only, and that registration does not imply a certain level of skill or training.
How much does PortfolioPilot cost?
You can use PortfolioPilot for free with our fully featured free plan. To unlock features such as the personalized recommendations and tax optimization, you can sign up for our Gold plan for $29/mo, and you can cancel anytime.
How does PortfolioPilot use AI?
PortfolioPilot uses a Hybrid-AI approach, it is not just a "ChatGPT wrapper". The personalized recommendations that you see in-product are generated by our Recommendation Engine using hedge fund inspired models for portfolio management. We use machine learning models for forecasting as part of our ensemble models (read more). We also use large-language models as part of our AI Assistant, Easy Portfolio Upload, AI Assessment, and more, all part of our integrated financial advisor experience. Read the "Use of Artificial Intelligence" disclosures section for more detail.
How does PortfolioPilot keep my data secure?
We don't sell your data. We use bank-level security to keep your data safe. We have read-only access to any connected accounts to help you stay in control of your finances. Your investments and preferences are used solely for the purpose of generating personalized analytics.
Related tools
A free-to-use AI system for conversations, insights, and task automation.
Claude is an AI assistant from Anthropic that helps with tasks via natural language.
DeepSeek is an AI company providing foundation models and APIs for AI applications.
Grok is a free AI assistant by xAI for truth, objectivity, real-time search, and more.
All-in-one workspace for notes, docs, projects, and AI-powered productivity.