AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
What it does
PortfolioPilot is a technology product from Registered Investment Advisor Global Predictions that helps self-directed investors track net worth across 12,000+ linked institutions, score portfolio risk, and receive AI-generated investment, tax, and estate planning recommendations. Personalized advice requires a paid subscription, and the platform reports over $40 billion in aggregated user assets.
How to use: Users can sign up for a free account or start a free trial to access PortfolioPilot's features. They can connect their investment accounts, manually add securities, or use the Easy AI Portfolio Import to upload their portfolio. The platform then provides personalized insights, recommendations, and tools to optimize their investments.