Is Portfolio Pilot a robo-advisor?

It is an AI-driven financial advisor that provides recommendations, but unlike traditional robo-advisors, it allows you to maintain full control over your trades and execution.

How does the platform connect to my bank accounts?

Portfolio Pilot uses secure, read-only partners like Plaid, Yodlee, and SnapTrade to aggregate your financial data without storing your login credentials.

What is the 'Portfolio Score'?

It is a proprietary metric (0-100) that measures the strength of your portfolio based on risk-adjusted returns, diversification, and alignment with your goals.

Can I track physical assets like real estate?

Yes, the platform supports manual and automated tracking for real estate, private equity, and other alternative assets.

Does it offer tax-loss harvesting?

Yes, premium tiers include continuous monitoring for tax-loss harvesting opportunities to help offset capital gains.

Is there a discount for annual billing?

Yes, annual plans offer significant savings, such as Gold at $20/month and Platinum at $49/month when billed yearly.

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Trading

Freemium

Portfolio Pilot

An AI-powered wealth management platform providing hedge fund-caliber portfolio scoring, investment recommendations, and tax optimization for self-directed investors.

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Rating

Reviews

Upvotes

3 months ago

Listed

Wealth Management

Portfolio Tracker

Investment Advisor

Financial Planning

Tax Optimization

Asset Allocation

Personal Finance

AI Assistant

Risk Management

Tool information

Provider

Global Predictions Inc.

Platforms

Web

iOS

Android

Languages

English

Added to directory

3 months ago

Last updated

about 1 month ago

Rating

Not available

Pricing

Freemium

About Portfolio Pilot

What the tool does and who it's for

Portfolio Pilot is an AI-driven financial advisor platform by Global Predictions designed for self-directed investors. It consolidates all assets—including stocks, crypto, real estate, and private equity—into a single dashboard to provide hedge fund-caliber insights. The platform utilizes sophisticated economic models to offer personalized investment recommendations, automated tax-loss harvesting, and real-time risk monitoring. With its 'Financial AGI' assistant, users can perform complex scenario modeling, stress-test portfolios against inflation or geopolitical shocks, and receive guidance on tax-efficient distributions to optimize long-term net worth growth.

Key capabilities

Multi-asset Net Worth Tracking: Consolidate stocks, ETFs, crypto, real estate, and cash in one view.

AI Financial Assistant: A natural language interface to query portfolio data and run simulations.

Portfolio Health Scoring: Proprietary engine that evaluates diversification, risk, and expected returns.

Automated Tax-Loss Harvesting: Identifies lot-by-lot opportunities to reduce tax liability.

Scenario Modeling: Monte Carlo simulations to test retirement plans and future financial goals.

Hidden Fee Detection: Analyzes fund holdings to uncover high expense ratios and drag on returns.

AI Equity Research: Deep-dive analysis and forward-looking projections for individual securities.

Macro Intelligence: Integration of G20 economic indicators to inform asset allocation strategies.

Pricing

Freemium — plans below

Free

Unlimited account tracking
Portfolio assessment
Retirement planning
Stock & fund discovery tools

Gold

Platinum

$99/mo

Unlimited AI assistant
AI equity research
Custom future simulations
Tax-efficient distribution advice

Pro

$149/mo

1:1 quarterly expert calls
Private equity modeling
Liquidity & cash-flow analysis
Multi-user login

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