- 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
Comprehensive secure investment app Tools for Every Need
Get access to secure investment app solutions that address multiple requirements. One-stop resources for streamlined workflows.
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What is PortfolioPilot?PortfolioPilot is an AI-powered portfolio management tool designed to help users make better investment decisions. By aggregating all assets in one place, it provides a comprehensive view of net worth and portfolio allocation. Users can receive personalized insights, daily summaries, and updates on security movements and macro events, aiding in informed decision-making. Advanced security measures ensure data safety, making it a reliable choice for investors.PortfolioPilot Core Features- AI-powered investment insights
- Portfolio aggregation
- Daily summaries
- Security movements tracking
- Macro event updates
PortfolioPilot Pro & ConsThe Cons
Not open-source, limiting transparency and customizability.No publicly available mobile app links or extensions, potentially limiting accessibility.Users must subscribe for full personalized advice and advanced features.Relies on AI models and proprietary economic models, which may have inherent limitations and biases.The Pros
Comprehensive platform covering portfolio tracking, investment advice, tax optimization, and estate planning.AI-driven personalized recommendations and continuous portfolio assessment.Supports aggregation of diverse asset types and connections to 12,000+ banks for holistic net worth visualization.Offers scenario modeling and risk identification to aid decision-making.Cost-effective with pricing significantly lower than traditional financial advisors.Secure bank-level data connections ensure user data safety.PortfolioPilot PricingHas free plan YES Free trial details 14-day free trial with full features Pricing model Free Trial Is credit card required No Has lifetime plan No Billing frequency Monthly Details of Pricing Plan
Free
0 USDGold
20 USD- All Free features
- Unlimited access to recommendations
- Adaptive recommendations
- AI Assistant (5 queries a day)
- Fee visualization
- Tax Impact & Continuous tax-loss harvesting
- Premium support & portfolio import assistance
Platinum
69 USD- All Free + Gold features
- Fee optimization
- AI equity search
- Unlimited research
- Full stock screener
- Unlimited draft portfolios
- AI Assistant (100 queries a day)
Discount:Save 30% with yearly subscriptionFor the latest prices, please visit: https://portfoliopilot.com/pricing
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