PortfolioPilot

What if you could trust your financial advisor as much as you trust yourself?

Automated product research from public website content. No hands-on app test is recorded for this profile. Pricing source and check date are shown below where available.

Research fitSource-based assessment: PortfolioPilot offers sophisticated AI-powered financial tools and personalized advice, making hedge fund-inspired strategies accessible to individual investors for comprehensive wealth management.

PortfolioPilot is an AI-powered financial advisor that provides personalized investment advice, net worth tracking, and continuous tax optimization. It leverages sophisticated financial models and AI to empower users to manage their finances without commissions or human bias, offering hedge fund-inspired technology to individual investors.

Visit PortfolioPilot

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Key Features:

Multi-asset net worth tracking (12,000+ institutions)
AI Investing Advice with personalized recommendations
Continuous Tax Optimization and tax-loss harvesting
Retirement Planner and Estate Planning Checklist
Custom future simulations and crisis stress-testing

Pros

Self-directed investors seeking sophisticated financial models and AI guidance.
Individuals looking to aggregate and visualize their entire net worth across various asset classes.
Investors focused on continuous tax optimization and personalized investment recommendations.

Cons

Personalized investment advice requires a paid subscription.
The Pro plan's 'expert call' is not individualized financial advice.
Reliance on third-party providers (Plaid, SnapTrade, Yodlee) for account connections.

Pricing

freemiumFree tier

Starting at:$20/month

Free tier:Multi-asset net worth tracking (unlimited accounts), full retirement & scenario planning, portfolio assessment, fund & stock discovery tools.

Plans

Free: Multi-asset net worth tracking, retirement & scenario planning, portfolio assessment, fund & stock discovery tools.
Gold $20/month (billed annually): Everything in Free + investing recommendations, hidden fee detection, tax impact & tax-saving opportunities, limited AI assistant.
Platinum $49/month (billed annually): Everything in Gold + fee optimization, tax-efficient distribution advice, unlimited AI assistant, AI equity research, custom future simulations, multiple real estate properties.
Pro $99/month (billed annually): Everything in Platinum + 1:1 quarterly expert call, private equity modeling, liquidity & cash-flow analysis, multi-user login, secure email for statement uploads.

Trial:10-day free trial (no credit card required)

Refund:Subscriptions are billed monthly and can be canceled at any time. Contact for refund questions.

Categories:

Finance & Accounting Chatbots & Assistants Data & Analytics

Tags:

financial planning investment advice net worth tracking tax optimization retirement planning portfolio management AI financial advisor

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Quick Decision

Try if: You are a self-directed investor looking for advanced AI-driven financial insights, comprehensive net worth tracking, and continuous tax optimization without the high fees of a traditional advisor.

Skip if: You prefer a hands-off approach with a dedicated human financial advisor, or you are uncomfortable connecting all your financial accounts to a third-party platform.

Not for: Individuals who prefer traditional human financial advisors.; Those unwilling to connect their financial accounts to a third-party platform.

Trust Signals

Users
50,000+
Team Size
medium

Compliance

Registered Investment Advisor (Global Predictions Inc.)256-bit encryptionTwo-Factor Authentication (2FA)

Tech Details

Platforms

web

Integrations

PlaidSnapTradeYodlee

AI Model
Proprietary economic models, regression, dynamic factors, machine learning methods (supervised learning), large language models.

Open Source

Support

Channels

emailhelp center

Response Time
Premium support for Gold/Platinum, highest priority for Pro.

Company

Name
Global Predictions Inc.
Location
San Francisco CA, 94114

PortfolioPilot is a technology product of Global Predictions Inc., a Registered Investment Advisor. The team comprises technologists and financial professionals with backgrounds in economic research, machine learning, and large-scale financial systems, with experience from institutions like Bridgewater Associates and NASA.

FAQ

What is PortfolioPilot?

PortfolioPilot, powered by Global Predictions technology, is an AI Financial Advisor that provides investors with hedge fund inspired insights to improve your portfolio and net worth.

Can PortfolioPilot track my entire net worth?

Yes, PortfolioPilot allows you to track your entire net worth, including securities, real estate, private equity, cash, and more, by connecting to over 12,000 institutions.

Is there a free trial available?

Yes, PortfolioPilot offers a 10-day free trial of all premium features without requiring a credit card.

How does PortfolioPilot ensure the security of my financial data?

PortfolioPilot uses bank-level security with 256-bit encryption, read-only access to data, does not store banking credentials (using trusted partners like Plaid, SnapTrade, Yodlee), and offers Two-Factor Authentication (2FA).

What is the difference between the Free, Gold, Platinum, and Pro plans?

The Free plan offers net worth tracking and core planning tools. Gold adds personalized investment recommendations and limited AI assistant access. Platinum includes everything in Gold plus deeper guidance, unlimited AI assistant, and custom simulations. Pro is for complex portfolios, adding expert calls, private equity modeling, and multi-user login.

Use Cases

Self-directed investors seeking sophisticated financial models and AI guidance.
Individuals looking to aggregate and visualize their entire net worth across various asset classes.
Investors focused on continuous tax optimization and personalized investment recommendations.