ToolMeshToolMesh
P

PortfolioPilot

★3.7
💬29
💲Freemium

PortfolioPilot is an AI-powered financial advisor that offers users comprehensive portfolio tracking, investment advice, and tax optimization. It connects to various financial accounts to provide a unified view of net worth and asset allocation. With features like scenario modeling and fee visualization, it empowers investors to make data-driven decisions while maintaining full control over their investments.

💻
Platform
web
AI financial advisorEstate planningFinancial planningInvestment adviceInvestment managementNet worth trackingPortfolio analysis

What is PortfolioPilot?

PortfolioPilot is an SEC-registered AI financial advisor that provides users with personalized investment advice, portfolio analysis, and tax optimization strategies. Designed for self-directed investors, it uses advanced economic insights and machine learning models to deliver actionable recommendations, scenario modeling, and risk assessments. The platform helps users track their net worth, visualize portfolio allocations, and make informed decisions without human bias or conflicts of interest.

Core Technologies

  • Artificial Intelligence
  • Machine Learning
  • Scenario Modeling
  • Tax Optimization Algorithms
  • Portfolio Analysis Models

Key Capabilities

  • 360° Portfolio Analysis
  • Hyper-Personalized Investment Advice
  • AI-Powered Economic Insights
  • Tax Loss Harvesting
  • Net Worth Tracking
  • Estate Planning Support
  • Monte Carlo Simulations
  • Fee Visualization

Use Cases

  • Analyze investment portfolios for risk and opportunity
  • Optimize tax efficiency through continuous harvesting
  • Test investment strategies using Monte Carlo simulations
  • Track net worth across multiple asset classes
  • Get tailored advice based on personal goals and risk tolerance

Core Benefits

  • Receive hyper-personalized investment recommendations
  • Track and optimize portfolio performance
  • Access tax-loss harvesting strategies
  • Visualize fees and expenses in one place
  • Use scenario modeling for better investment planning
  • Stay compliant with SEC regulations
  • Enjoy lower fees than traditional advisors

Key Features

  • 360° Portfolio Analysis
  • Hyper-Personalized Recommendations
  • AI-Powered Insights
  • Tax Optimization
  • Portfolio Tracking
  • Estate Planning
  • Scenario Modeling
  • Net Worth Tracking

How to Use

  1. 1
    Sign up for a free or paid plan to get started.
  2. 2
    Connect your financial accounts to aggregate data.
  3. 3
    Review AI-generated portfolio analysis and recommendations.
  4. 4
    Use scenario modeling to test investment strategies.
  5. 5
    Monitor your net worth and tax impact in real time.

Pricing Plans

PortfolioPilot Free

$0 per 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 and future.

PortfolioPilot Gold

$29 per month ($20/month Billed annually)
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 related. Fee Visualization. See the fees you pay in one place.

PortfolioPilot Platinum

$99/mo
Get access to AI equity research tools and more features.

Frequently Asked Questions

Q.Is PortfolioPilot registered with the SEC with fiduciary responsibility?

A.Yes, PortfolioPilot is a technology product of Global Predictions Inc, a SEC Registered Investment Advisor with fiduciary responsibility to all its clients.

Q.How much does PortfolioPilot cost?

A.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.

Q.Does PortfolioPilot manage money?

A.No, you stay fully in control of your own finances. We’ve been focused on building a strong quantitative foundation through data and models, and now applying them to help individuals manage their portfolios.

Q.How does PortfolioPilot keep my data secure?

A.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.

Q.How does PortfolioPilot work?

A.Our system uses Global Predictions’ comprehensive Recommendation Engine to connect your portfolio and investor preferences with changes in the global economy. The engine is built upon tens of thousands of data streams, providing investors with personalized insights, portfolio simulations, optimization, and risk exposure.

Pros & Cons (Reserved)

✓ Pros

  • AI-driven personalized investment advice
  • Comprehensive portfolio analysis and tracking
  • Tax optimization strategies
  • Scenario modeling for investment planning
  • Bank-level security for data protection
  • Lower fees compared to traditional financial advisors

✗ Cons

  • Requires subscription for personalized investment advice
  • Reliance on AI may not suit all investors
  • Platform is a technology product and does not manage money directly

Alternatives

No alternatives found.