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?

1. **Sign Up**: Create your free account and connect your financial institutions. 2. **Link Accounts**: Securely link your brokerage, retirement, and other financial accounts. 3. **Get Insights**: PortfolioPilot will analyze your portfolio and provide personalized recommendations. 4. **Take Action**: Use the app’s tools to optimize your investments, reduce taxes, and plan for the future.

Is PortfolioPilot registered with the SEC?

Yes, PortfolioPilot is a technology product of **Global Predictions Inc**, a **SEC-registered investment advisor** with fiduciary responsibility to its clients.

What is Global Predictions?

Global Predictions is a deep-tech company that uses **economic modeling**, **machine learning**, and **hyperconnected simulations** to provide unbiased forecasts and investment recommendations.

How much does PortfolioPilot cost?

You can use PortfolioPilot for free with its **fully featured free plan**. For advanced features like personalized recommendations and tax optimization, upgrade to the **Gold plan** for $29/month.

How does PortfolioPilot use AI?

PortfolioPilot uses a **hybrid-AI approach**, combining **machine learning models** for forecasting with **large-language models** for tasks like portfolio assessment and user assistance.

Does PortfolioPilot manage my money?

No, you stay in full control of your finances. PortfolioPilot provides recommendations and tools to help you make better decisions.

How does PortfolioPilot keep my data secure?

PortfolioPilot uses **bank-level security** to protect your data and only has read-only access to your accounts.

How does PortfolioPilot work?

PortfolioPilot connects your portfolio and investor preferences with changes in the global economy using a **comprehensive recommendation engine**. It provides personalized insights, portfolio simulations, and optimization strategies.

PortfolioPilot

5.0

72.94%

Empower yourself to make smarter financial decisions with PortfolioPilot, your AI-powered financial advisor. Track your portfolio, optimize taxes, and plan for the future—all in one easy-to-use platform.

Added on: 2025.06.06

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