AI Financial Advisor for Smarter Investing | PortfolioPilot
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AI Financial Advisor for Smarter Investing | PortfolioPilot

portfoliopilot.com

PortfolioPilot helps you track your investments, optimize taxes, and get AI-powered financial guidance. Free to start and built for long-term investors.

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M6 Financial Forecasting Competition Winner4

Complete financial advice for self-directed investors

Finally there's a financial advisor you can trust - you! No commissions, no conflicts of interest, and no human bias. With access to sophisticated financial models and AI, we'll empower you to do it better yourself.

Sign up for free View latest insights

Bank-level security. Learn more

Portfolio Tracking Investment Advice Tax Optimization Estate Planning Retirement Planning

Portfolio score, net worth, forecasted returns, and historical performance graph.

Personalized investment recommendations with score impact and next $1,000 investment suggestions.

Estimated tax calculations and recommendations for tax-loss harvesting with PortfolioPilot

Estate planning checklist with options for will, guardian, digital assets plan, and living trust.

Scenario settings for retirement planning with expected and poor outcome graph.

For illustrative purposes only

AS SEEN ON

Continuous Tax Optimization

JP Morgan calculates an additional 1.94% yearly return using monthly continuous tax optimization.7,8

Sign up for free Click here to read the full report

Net Worth Tracking

Visualize all your assets in one platform

Aggregate your net worth and visualize your entire portfolio allocation in a single view, e.g. brokerage accounts, 401Ks, IRAs, crypto, cash, student loans, real estate, private equity, precious metals, and more

Get free 1-min assessment

Bank-level security. Learn more

Secure connections to 12,000+ institutions

Keep your accounts and all your financial needs safely organized under one roof. Manage your net worth quickly, easily, & efficiently.

Logos of various financial institutions including JP Morgan, Fidelity, Vanguard, and more.

Secure connections with 12,000+ banks

Keep your business account and all your finance needs safely organized under one roof. Manage your portfolio quickly, easily & efficiently.

Rely on hedge fund inspired technology

Rely on hedge fund inspired technology

PortfolioPilot is powered by Global Predictions’ award-winning4 technology. Click here to read more about our engine

Knowledge

Graph

FORECASTING

ECONOMIC INSIGHTS

ENGINE

The engine is a complex multi-layered system which provides portfolio-specific recommendations influenced by economic models.

Investment Advice

Personalized investment advice with your goals in mind

Optimizing your portfolio is a time consuming job. We'll do the heavy lifting for you and provide specific recommendations.

Instead of trying to keep up with dozens of variables:

Financial analysis variables including Asset Class Allocation, Inflation Hedging, Risk Matching, and Fee Optimization.

Let PortfolioPilot monitor the economy and guide you:

PortfolioPilot analyzes variables like Asset Class Allocation, Inflation Hedging, and Risk Matching for you.

Used by more than 40,000 individuals

We're used by thousands of individuals in the US & Canada, who rely on PortfolioPilot to analyze their portfolios of over $30 billion2,3 in total assets.

Sign up for free

2: As of November 14, 2025

Estate Planning & Scenario Modeling

Professional tools now available in an easy-to-use form

Make better investing decisions

Get free 1-min assessment

Bank-level security. Learn more

Advanced scenario modelling

Test potential outcomes for your investment strategies, and see how different decisions could impact your portfolio over time.

Scenario modeling showing expected and poor outcomes for retirement at age 60 with $1.1M expected.

Measure your portfolio strength

Our proprietary engine is a complex multi-layered system which provides portfolio-specific scoring based on your allocation and recommendations influenced by economic models.

Get a free financial assessment →

Portfolio strength score of 782 indicating good performance, score up 15%.

Identify risks and problem areas

PortfolioPilot monitors the economy and notifies you when risks come up in your portfolio.

Identified risks including Inflation Driver Risk, Geography Risk, and Credit Risk.

AI portfolio assessment that analyzes critical factors

Let our AI wealth manager automatically review your asset allocation, and get investment recommendations based on your specific asset allocation.

Sign up for free →

Portfolio assessment showing portfolio score, net worth, recommendations, and performance analysis.

Estate planning to protect your assets today and tomorrow

Our 360° portfolio management platform can help you make better investment decisions by automatically recommending adjustments on your portfolio to hedge against risks or capture opportunities.

Estate planning checklist with options for will, guardian, digital assets plan, and living trust.

See all your assets in one place

Aggregate your net worth and visualize your entire portfolio allocation in a single view.

Measure your portfolio strength

Our proprietary engine is a complex multi-layered system which provides portfolio-specific scoring based on your allocation and recommendations influenced by economic models.

Get a free financial assessment →

Identify risks and problem areas

PortfolioPilot monitors the economy and notifies you when risks come up in your portfolio.

AI portfolio assessment that analyzes critical factors

Let our AI wealth manager automatically review your asset allocation, and get investment recommendations based on your specific asset allocation.

Sign up for free →

Automated insights powered by an AI Financial Advisor

Our 360° portfolio management platform can help you make better investment decisions by automatically recommending adjustments on your portfolio to hedge against risks or capture opportunities.

Pricing

98% less than an average financial advisor fee5

PortfolioPilot Free

$0

per month

Smart Portfolio Monitoring to let you stay on top of your finances.

Create Free Account

  • Net Worth Tracking. Visualize your asset allocation in a single dashboard.

  • Portfolio Analysis. Discover risks and opportunities based on your portfolio.

  • Scenario Modeling. Monte Carlo simulations of the past and future.

Recommended

PortfolioPilot Gold

$29

per month

$20/month

Billed annualy

Personalized recommendations by an AI Advisor with real financial advice.

Start 10-day Free Trial

  • Personalized Recommendations. Actionable recommendations based on your portfolio.

  • Tax Impact & Continuous Tax-loss Harvesting.

  • AI Assistant. Ask questions about your portfolio or anything investing related.

  • Fee Visualization. See the fees you pay in one place.

Want even more advanced tools for investing? Try PortfolioPilot Platinum to get access to AI equity research tools and more features for $99/mo. Start free trial →

Frequently asked questions

If you need help or have a question that isn't listed below, check out our Help Center or send us an email.

What is PortfolioPilot?

Can PortfolioPilot track my entire net worth?

How does PortfolioPilot work?

Is PortfolioPilot registered with the SEC with fiduciary responsibility?

Can PortfolioPilot actually give real fiduciary investment advice?

How is PortfolioPilot related to Diversification.com?

What’s the difference between the Free, Gold, and Platinum plans?

How much does PortfolioPilot cost?

How does PortfolioPilot use AI?

Does PortfolioPilot manage money?

How does PortfolioPilot keep my data secure?

What are PortfolioPilot simulations?

How does PortfolioPilot help me?

How does PortfolioPilot simulate different investment scenarios?

Try for free right now

You can get started right now with our 10-day free trial. Get a free financial assessment, and get personalized suggestions in minutes:

Sign up for free

Bank-level security. Learn more

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