What is PortfolioPilot?
PortfolioPilot is your personal AI financial advisor, designed to help you take control of your finances with AI-powered insights, tax optimization, portfolio tracking, and more. It’s like having a trusted financial advisor in your pocket, minus the high fees and conflicts of interest. With PortfolioPilot, you can make smarter, data-driven investment decisions and stay on top of your money with ease.
What are the features of PortfolioPilot?
- Portfolio Tracking: Aggregate your net worth and visualize your entire portfolio allocation in one place, including brokerage accounts, 401Ks, IRAs, crypto, real estate, and more.
- Tax Optimization: Use continuous tax-loss harvesting to save money on taxes and maximize your returns. JP Morgan reports an average 1.94% yearly return from this strategy.
- Investment Advice: Get personalized recommendations based on your goals and risk tolerance, powered by a hybrid-AI engine inspired by hedge fund strategies.
- Estate Planning: Protect your assets today and tomorrow with tools designed to help you plan for the future.
- Scenario Modeling: Test potential outcomes for your investment strategies using Monte Carlo simulations to see how different decisions could impact your portfolio over time.
- Bank-Level Security: Your data is protected with bank-level encryption, and PortfolioPilot only has read-only access to your accounts.
What are the use cases of PortfolioPilot?
- Investors: Track and optimize your portfolio, whether you’re managing $1,000 or $1 million.
- Tax-Savvy Individuals: Maximize your returns with continuous tax-loss harvesting.
- Retirement Planners: Use scenario modeling to plan for your future and ensure you’re on track to meet your goals.
- Risk-Averse Investors: Identify risks in your portfolio and get recommendations to hedge against them.
How to use PortfolioPilot?
- Sign Up: Create your free account and connect your financial institutions.
- Link Accounts: Securely link your brokerage, retirement, and other financial accounts.
- Get Insights: PortfolioPilot will analyze your portfolio and provide personalized recommendations.
- Take Action: Use the app’s tools to optimize your investments, reduce taxes, and plan for the future.
