PortfolioPilot

Portfolio Manager — Freemium

AI portfolio advisor that links your accounts, scores your allocation and suggests tax and rebalancing moves.

Portfolio Score that grades allocation against your stated risk

Overview

PortfolioPilot is an AI financial advisor for self-directed investors, built by Global Predictions Inc., a registered investment advisor in San Francisco. You connect brokerages, retirement accounts, crypto and real estate, and it tracks net worth, scores the portfolio against your risk tolerance and suggests changes you approve yourself. It suits long term investors who want advice without a 1% advisory fee.

It syncs with 12,000+ institutions. The free plan covers net worth tracking, retirement planning and a portfolio assessment. Gold is $20 a month billed yearly, or $29 monthly, and adds personalized recommendations, hidden fee detection, tax loss suggestions and limited use of the AI assistant. Platinum is $49 yearly or $99 monthly and adds unlimited AI chat, AI equity research and stress tests. Pro runs $99 to $149. Paid tiers come with a 10 day trial and no card required.

The catch: Trustpilot reviews are mixed, and the free plan stops short of the actual recommendations. There is no native iPhone or Android app, only a mobile site. Skip it if you are an active trader looking for entries and exits rather than allocation advice.

Pros

• Free net worth and retirement planning
• Run by an SEC registered advisor
• AI assistant knows your actual holdings

Cons

• Recommendations need a paid plan
• No native mobile app

Is PortfolioPilot Legit? FAQ

Is PortfolioPilot legit?

PortfolioPilot is a real, working product with a public track record you can check: 54 reviews on Trustpilot, averaging 3.4 out of 5. We list it because it has a real AI feature, not because it paid us. The biggest drawback we found: Recommendations need a paid plan.

How much does PortfolioPilot cost?

PortfolioPilot is listed at Free / $20/mo. There is a free tier, with paid plans above it. Prices change, so confirm on the official site before you pay.

Does PortfolioPilot have a free trial?

Yes. PortfolioPilot offers a free trial, so you can test it before paying.