PortfolioPilot Insights

AI-driven financial advisor tailored for self-directed investors, offering comprehensive portfolio management tools.

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About PortfolioPilot Insights

PortfolioPilot is an AI-powered financial planning platform designed for self-directed investors. It provides tools for portfolio tracking, tax efficiency, estate planning, scenario modeling, and personalized investment insights. Leveraging advanced financial models and artificial intelligence, it helps users make data-driven investment decisions without commissions or bias.

How to Use

Create a free account or start a trial to access PortfolioPilot’s features. Connect your investment accounts, manually add securities, or upload your portfolio with Easy AI Portfolio Import. Receive personalized insights, recommendations, and tools to optimize your investment strategy.

Features

AI-driven investment recommendations
Visualization of net worth over time
Tax optimization and loss harvesting
Portfolio monitoring and analysis
Estate planning and scenario simulation

Use Cases

Managing estate transfer and wealth planning
Simulating investment outcomes under different scenarios
Monitoring and visualizing net worth across accounts
Assessing portfolio risks and opportunities
Enhancing tax efficiency of investments

Best For

Tax optimization strategiesEstate planning and wealth transferManaging diverse investment portfoliosAffordable financial guidanceSelf-directed investors seeking control

Pros

Free plan offers core features at no cost
More affordable than traditional financial advisors
Bank-level security safeguards your data
AI-powered insights and personalized advice
Robust tools for portfolio analysis

Cons

Does not handle investment transactions; user manages assets
Premium advice features require a paid plan
Advanced tools like AI equity search limited to Platinum
Gold plan has query limits for AI Assistant

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

PortfolioPilot Free

$0 per month

Track your portfolio, visualize asset allocation, and monitor net worth with our free plan. Analyze risks and opportunities with scenario modeling to stay on top of your finances.

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PortfolioPilot Gold

$29 per month (billed annually at $20/month)

Receive personalized AI-driven investment advice, continuous tax-loss harvesting, and fee analysis. Ask questions about your investments with our AI Assistant for actionable insights.

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PortfolioPilot Platinum

$99 per month

Access advanced tools including AI equity research and in-depth investment analysis for sophisticated portfolio management.

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FAQs

Is PortfolioPilot registered with the SEC and operates as a fiduciary?

Yes, PortfolioPilot is a product of Global Predictions Inc., a SEC-registered investment advisor with fiduciary responsibility. All platform information is for informational purposes only; registration does not imply specific expertise.

What are the costs of using PortfolioPilot?

You can use PortfolioPilot for free with our basic plan. To access personalized recommendations and tax tools, upgrade to the Gold plan at $29/month, cancelable at any time.

How does PortfolioPilot incorporate AI technology?

PortfolioPilot uses a hybrid AI approach, combining hedge fund-inspired models for investment recommendations, machine learning for forecasting, and large-language models for AI Assistant and portfolio uploads, providing a comprehensive financial advisory experience.

How secure is my personal and financial data with PortfolioPilot?

We do not sell your data. Our platform uses bank-level security protocols, with read-only access to connected accounts, ensuring your investments and information remain protected and under your control.