PortfolioPilot is an AI-powered financial advisor that helps self-directed investors manage their portfolios. It provides personalized investment advice, tax optimization, scenario modeling, and net worth tracking through advanced financial models and AI technology.
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.
A.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.
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.
A.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.
A.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.
