Portfolio Pilot
4.73
0
PortfolioPilot tracks investments, offers personalized recommendations, and provides market insights, boosting returns by 3-6%.
What is Portfolio Pilot?
PortfolioPilot is an AI-driven portfolio tracker that provides advanced portfolio management, market insights, and personalized recommendations for investment strategies. It aggregates user assets, measures portfolio strength, identifies risks, and suggests improvements. The platform connects with over 12,000 banks and brokerages, offering features such as automated portfolio monitoring, personalized suggestions, and macroeconomic analysis to keep users informed about potential risks or opportunities. Users have reported experiencing a 3-6% boost in returns after using PortfolioPilot, which has already managed $2.1 billion. Additionally, PortfolioPilot uses an AI-driven tool called the Economic Insights Engine to provide market insights by tracking significant macroeconomic news, trends, and risks that could impact users' investments. The platform offers various subscription plans, including a free plan and premium options such as the Gold and Platinum plans, which provide more personalized recommendations and advanced features for a monthly fee. PortfolioPilot is a secure platform designed to handle user data safely and does not sell user data to third parties.
Who created Portfolio Pilot?
Portfolio Pilot was created by Global Predictions Inc. It was launched on January 30, 2023. Global Predictions is a deep-tech company focusing on unbiased economic forecasting using simulations, economic modeling, diverse data streams, and machine learning. The company boasts an expert team in finance, ML/AI, and economic modeling. Portfolio Pilot, powered by Global Predictions technology, offers AI-driven portfolio tracking, personalized recommendations, and market insights to help manage investments effectively.
What is Portfolio Pilot used for?
- Personalized Recommendations
- Automated portfolio monitoring
- Personalized investment recommendations
- Market insights
- Portfolio strength metrics
- Aggregation of all assets
- Risk and problem detection
- Free signup
- Personalized investing guide
- Macroeconomic analysis
- Secure platform
- Portfolio monitoring
- Identifying risks and problem areas in the portfolio
- Improving investments
- Tailored suggestions based on individual preferences
- Enhancing portfolios without day trading
- Protecting against inflation surprises
- Notifying users of macroeconomic news and trends
- Asset allocation analysis
- Identifying risks and problem areas
- Investment optimization
- Investment strategy enhancement
- Portfolio strength measurement
- Improving investments without day trading
- Personalized suggestions based on user preferences
- Aggregation of all assets in one place
- Measurement tools to gauge portfolio strength
- Identification of risks and problem areas
- Automated recommendations for improvements
- Macro news and trends notifications
- Portfolio-specific recommendations
- AI-driven portfolio assessment
- Improvement of investments
- Improving investments through portfolio monitoring, macroeconomic analysis, and personalized recommendations
- Connecting with over 12,000 banks and brokerages for financial integration
- Identifying risks and problem areas in portfolios for optimization
- Providing AI-driven portfolio assessment based on thousands of asset allocation factors
- Enhancing investment strategies without the need for day trading
- Offering free sign-up with features like AI-driven portfolio monitoring and macroeconomic analysis
- Notifying users of macroeconomic news and trends through the Economic Insights Engine
- Automated portfolio monitoring to track, analyze, and improve investment portfolios
- Generating personalized recommendations based on individual preferences
- Improving existing portfolios by identifying vulnerabilities and recommending enhancements
- Measurement tools for portfolio strength
- Macroeconomic analysis for informed decisions
- Improving investments through AI analysis
- Connecting with 12,000+ banks/brokerages for comprehensive integration
Who is Portfolio Pilot for?
- Financial Advisors
- Investors
- Asset managers
- Portfolio managers
- Wealth managers
- Financial Analysts
- Investment Managers
- Individual investors
- Individuals managing portfolios
How to use Portfolio Pilot?
To use Portfolio Pilot, follow these steps:
- Sign up and log in to your account on the Portfolio Pilot website.
- Connect your investment portfolio by syncing your investment accounts, manually adding securities, or copy/pasting investments using the Easy AI Portfolio Import.
- After connecting your portfolio, select 'Add Account' to import your first portfolio.
- Explore the platform's features including automated portfolio monitoring, personalized investment recommendations, market insights, and portfolio strength metrics.
- Utilize the AI-driven tools to measure your portfolio's strength, identify risks, and receive automated recommendations for improvements.
- Stay informed about macroeconomic trends impacting your investments through the Economic Insights Engine.
- Make use of the personalized recommendations generated from analysis of your asset allocation to enhance your portfolio strategy.
- Monitor your portfolio's performance and receive notifications about risks and opportunities.
- Consider upgrading to PortfolioPilot Gold for additional personalized recommendations by an AI Advisor and real financial advice.
Portfolio Pilot offers a comprehensive suite of tools for portfolio management, market insights, and personalized recommendations to help you optimize your investments effectively. By following these steps, you can make informed investment decisions and improve your portfolio based on AI-driven analysis and insights.
Pros
- Advanced portfolio tracker
- Personalized investment recommendations
- Market insights
- Automated portfolio monitoring
- Aggregation of all assets
- Portfolio strength metrics
- Risk and problem detection
- Free signup
- Personalized investing guide
- Macroeconomic analysis
Cons
- Limited to stocks and trading
- Potential connection issues with banks
- Limited to 12,000 banks/brokerages
- Relies heavily on macroeconomic analysis
- No options for day trading
- No detailed investing guide
Portfolio Pilot Pricing and plans
Paid plans start at $29/month and include:
- Personalized Recommendations
- AI Assistant
- Fee Visualization
- Portfolio Analysis
- Net Worth Tracking
- Daily Summaries
Portfolio Pilot FAQs
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What is PortfolioPilot?
- PortfolioPilot is an AI-driven portfolio tracker offering advanced portfolio management, market insights, and personalized recommendations for investment strategies.
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How can PortfolioPilot help me improve my investments?
- PortfolioPilot helps to improve your investments by offering services like portfolio monitoring, macroeconomic analysis, and personalized recommendations.
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How does PortfolioPilot provide market insights?
- PortfolioPilot provides market insights using its Economic Insights Engine to track the economy and inform users of potential risks or opportunities.
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What sort of personalized recommendations does PortfolioPilot offer?
- PortfolioPilot provides personalized recommendations based on asset allocation analysis, offering suggestions for improving portfolios.
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How does PortfolioPilot measure portfolio strength?
- PortfolioPilot uses AI-driven tools to measure portfolio strength by considering various factors related to asset allocation.
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Which banks and brokerages can PortfolioPilot connect with?
- PortfolioPilot can connect securely with over 12,000 banks and brokerages, providing a wide range of financial institutions for integration.
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Can I trust the security of my data on PortfolioPilot?
- Yes, you can trust the security of your data on PortfolioPilot as it ensures safety in handling user data and connections with financial institutions.
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How has PortfolioPilot improved existing portfolios?
- PortfolioPilot has improved existing portfolios by identifying risks, suggesting improvements, and reportedly boosting returns by 3-6%.
Get started with Portfolio Pilot
Portfolio Pilot reviews
Luca Ferrari
March 2, 2025
What do you like most about using Portfolio Pilot?
I love the personalized recommendations that PortfolioPilot offers. The AI does a fantastic job of analyzing my investment portfolio and providing tailored suggestions that have helped me boost my returns significantly.
What do you dislike most about using Portfolio Pilot?
The only downside is the learning curve associated with some of the advanced features. Initially, it took me some time to get accustomed to the interface and all the tools available.
What problems does Portfolio Pilot help you solve, and how does this benefit you?
PortfolioPilot helps me keep track of my investments and identify risks that I would have otherwise overlooked. This has been crucial in optimizing my portfolio performance and achieving a return increase of about 5% since I started using it.
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Aisha Khan
January 28, 2025
What do you like most about using Portfolio Pilot?
The automated monitoring feature is exceptional. I receive alerts on significant market changes, which allows me to make informed decisions quickly.
What do you dislike most about using Portfolio Pilot?
Sometimes, the initial setup can be a bit overwhelming due to the wealth of data and features available. A guided walkthrough would help new users.
What problems does Portfolio Pilot help you solve, and how does this benefit you?
It eliminates the guesswork in investing by providing clear insights and risk assessments. This has made me more confident in my investment choices, leading to a 4% uptick in my overall portfolio returns.
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Koji Tanaka
January 24, 2025
What do you like most about using Portfolio Pilot?
The Economic Insights Engine is a game changer. It keeps me updated on macroeconomic trends that could affect my investments, which is invaluable.
What do you dislike most about using Portfolio Pilot?
The premium plans can be a bit pricey, especially for new investors who are just starting and may not have substantial portfolios yet.
What problems does Portfolio Pilot help you solve, and how does this benefit you?
It helps me manage my diverse portfolio across different asset classes seamlessly. This integration has allowed me to focus on my long-term strategies rather than getting lost in daily market fluctuations.
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