PortfolioPilot
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About
PortfolioPilot is a financial technology product created by Global Predictions Inc., designed to empower self-directed investors with comprehensive investment advice without commissions or conflicts of interest. The platform uses sophisticated financial models and AI technology to enable users to better manage their investments and track their portfolios while providing personalized recommendations. With features like tax optimization, scenario modeling, estate planning, and a holistic view of all assets, PortfolioPilot simplifies the investment process. The tool has been utilized by over 22,000 individuals managing assets totaling $20 billion, highlighting its reliability and effectiveness. Users can start with a free financial assessment and enjoy different pricing plans for various levels of personalized investment advice.
Platform
Features
• ai assistant
• portfolio management
• scenario modeling
• personalized investment recommendations
• net worth tracking
• estate planning
• tax optimization
FAQs
What is PortfolioPilot?
PortfolioPilot, powered by Global Predictions technology, is an AI Financial Advisor that provides investors with hedge fund inspired insights to improve your portfolio and net worth.
How does PortfolioPilot keep my data secure?
Global Predictions uses bank-level security to keep your data safe, ensuring that we do not store any bank details or login information.
Can I try the product before committing to a subscription?
Yes, we offer a two-week free trial of both subscriptions, and you can cancel at any time!
How much does PortfolioPilot cost?
You can use PortfolioPilot for free with our fully featured free plan, or subscribe to the Gold plan for $29/month or the Platinum plan for $99/month.
How does PortfolioPilot use AI?
PortfolioPilot employs a hybrid-AI approach, utilizing machine learning models and proprietary economic models for generating personalized recommendations and insights.
Pricing Plans
Free
Free Plan• Smart Portfolio Monitoring
• Net Worth Tracking
• Portfolio Management Features
• Scenario Modeling
• Investment Research Tools
Gold
USD29.00 / per month• Personalized Recommendations
• AI Assistant (5 queries a day)
• Fee Visualization
• Continuous Tax-loss Harvesting
• Premium Support
Platinum
USD99.00 / per month• All Free and Gold features
• Unlimited Research Tools
• AI Equity Search
• Fee Optimization
• 100 queries/day for AI Assistant
Job Opportunities
AI-driven investment advisor for self-directed investors, offering personalized insights and portfolio management.
Benefits:
AI-driven investment advisor for self-directed investors, offering personalized insights and portfolio management.
Benefits:
AI-driven investment advisor for self-directed investors, offering personalized insights and portfolio management.
Benefits:
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