PortfolioPilot
VerifiedAI-driven portfolio tracking, tax optimization and planning for investors
Product preview
PortfolioPilot
What it is
PortfolioPilot is a personal finance platform for self-directed investors, built by Global Predictions Inc., a registered investment advisor. It connects to brokerages, banks and crypto wallets to show your full net worth and asset allocation in one place, including 401(k)s, IRAs, real estate and private holdings. The free plan covers net worth tracking, retirement and scenario planning and a portfolio assessment. Paid tiers add personalized investing recommendations, hidden fee detection, tax-saving suggestions, an AI assistant, AI equity research and portfolio stress tests. Recommendations come from the company's economic models rather than commissions. There is a 10-day free trial on paid plans, and yearly billing lowers the monthly price.
Key features
- Multi-account net worth dashboard
- Personalized investing recommendations
- Tax impact and tax-saving suggestions
- Portfolio stress tests and scenario planning
What we liked
- + Free plan includes full net worth tracking
- + No commissions on recommendations
- + Covers many asset types in one view
Worth noting
- · Personalized advice requires a paid plan
- · Higher tiers are costly for small portfolios
Editor's notes
More context from AI BirdView
Most investors spread their money across several accounts and never see the whole picture at once, and PortfolioPilot starts by solving that. Once accounts are linked, it pulls everything into one dashboard and then analyzes the combined portfolio rather than each account in isolation. The company, a registered investment advisor, says its recommendations are free of commissions and conflicts of interest.
- Aggregates brokerages, retirement accounts, banks, crypto wallets and real estate in one net worth view
- Retirement and scenario planning are included on the free plan
- Paid plans suggest portfolio changes based on returns, risk, fees and tax impact
- Stress tests show how holdings might react to scenarios such as inflation shocks
- An AI assistant answers questions about your own portfolio
PortfolioPilot is best for self-directed investors with several accounts who want analysis without paying a percentage-based advisory fee. Treat its output as one input to your decisions rather than a guarantee, and consult a licensed professional for complex situations. A practical tip: start on the free plan, link every account you own, and review the assessment and fee findings first, since a clear view of allocation and costs is useful even before you consider a paid tier.
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