PortfolioPilot
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About
PortfolioPilot is an AI-powered financial advisor designed to help self-directed investors manage their portfolios. It offers features such as portfolio tracking, tax optimization, estate planning, and scenario modeling. The platform provides personalized investment advice and insights, leveraging AI to analyze portfolios and recommend adjustments based on economic models. It also facilitates net worth tracking, risk assessment, and continuous tax-loss harvesting.
Platform
Task
Features
• portfolio tracking
• scenario modeling
• net worth tracking
• portfolio analysis
• investment advice
• tax optimization
• estate planning
• draft portfolio creation
FAQs
How can I increase my expected returns?
Although PortfolioPilot cannot guarantee an improved return, you can visit the Recommendations page to find recommendations that the system thinks may improve your expected returns.
Can PortfolioPilot help me save money?
Yes, PortfolioPilot can try to help you directly save money in two ways. 1) Reducing your fee burden from ETFs and Mutual Funds by recommending similar ETFs with a lower fee. 2)...
How do I accept multiple recommendations at once?
After any changes to your portfolio, including accepting recommendations in a Draft portfolio, we re-compute based on your new portfolio, which results in new, updated recommendations.
How do I compare my portfolios?
To compare your portfolios, visit the Comparison page. Here you can compare your actual portfolios, draft portfolios, asset groups, and popular indexes like the S&P 500.
I have feedback about PortfolioPilot.
We welcome your feedback and are always trying to improve PortfolioPilot! Please contact us with your feedback at support@portfoliopilot.com or by clicking the question mark symbol on the top right of the platform.
Can the AI Assistant make changes to my account on PortfolioPilot?
No, the AI Assistant does not have the capability to make changes to your account.
Can I use different risk preferences for different portfolios?
To set different risk preferences for different portfolios, you can use Asset Groups, which allow you to personalize your approach.
What are asset groups?
Asset groups allow you to segment your portfolio and customize your management approach to each asset group.
What are my portfolio’s exposures?
To learn more about your portfolio’s exposures, visit the Track page. Here, you can view a breakdown of your exposures by country, sector, and holdings.
How do I add commodities to PortfolioPilot?
Unfortunately, PortfolioPilot does not track commodities. As a workaround, we recommend adding an ETF that tracks the same commodity and has similar historical performance.
What is my portfolio’s expected return?
To find out more about your portfolio’s expected return, visit the Details page.
Will changes to my portfolio be reflected in PortfolioPilot?
If you make changes to your externally connected portfolio, our connection providers will automatically notify us of the changes and we will update your portfolio.
Does PortfolioPilot handle multiple currencies?
PortfolioPilot can currently handle USD and CAD for asset values. Unfortunately, we currently do not support other currencies.
I am having trouble with a feature.
If you are facing an issue with the platform, we encourage you to contact us at support@portfoliopilot.com or by clicking on the question mark on the top right within the platform.
Where can I find news about my portfolio?
You can find a personalized News section on the Track page, or look at the Portfolio Insights page. You can also visit the Security Explorer page to find relevant news about individual securities.
Pricing Plans
Free
Free Plan• Smart Portfolio Monitoring
• Net worth tracking
• Portfolio Management Features
• Portfolio analysis & score
• Efficient Frontier Optimizer
• Draft portfolio
• Scenario modeling
• Estate planning
• Investment Research Tools
• Smart fund & stock screeners
Gold
$29.00 / per/mo• All Free features
• Recommendations
• Unlimited access to recommendations.
• Recommendations will adapt to your needs and gradually improve over time.
• AI Assistant (5 queries a day)
• Can answer questions about investing definitions and anything investing related.
• Fee visualization
• See everything you pay.
• Tax Impact & Continuous tax-loss harvesting
• Optimize your taxes.Premium support & portfolio import assistance
Platinum
$99.00 / per/mo• All Free + Gold features
• Fee optimization
• AI equity search
• Semantic equities search tool. Compare to benchmarks and find alpha.
• Unlimited research
• Full stock screener
• Unlimited draft portfolios
• AI Assistant (100 queries a day)
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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