What is PortfolioPilot?

PortfolioPilot is an AI‑powered financial advisor that connects individual investors with a comprehensive portfolio‑management platform. It aggregates all assets—brokerage accounts, 401(k)s, IRAs, crypto, real‑estate, and private equity—into a single net‑worth dashboard for clear, real‑time visibility.

The platform offers continuous tax optimization, automated tax‑loss harvesting, and scenario modeling to assess how market events impact portfolio performance. Estate planning tools, a retirement planner, and a risk‑adjusted portfolio score help users align strategy with long‑term goals.

AI‑driven investment recommendations and portfolio simulations provide tailored guidance based on current holdings, risk tolerance, and market conditions. Secure, read‑only connections to over 12,000 institutions keep user data protected while enabling automated portfolio reviews.

The recommendation engine uses hedge‑fund‑inspired quantitative models and machine learning to generate actionable insights. PortfolioPilot serves self‑directed investors, retirees, and those preparing for estate transfers who need clear, data‑driven financial planning without the need for a traditional advisor.

PortfolioPilot pricing Freemium

Portfoliopilot free $0

Portfoliopilot gold $20

Portfoliopilot platinum $49

Portfoliopilot pro $99

Verify on the official pricing page.

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PortfolioPilot's key features

Net worth tracking across accounts
Continuous tax optimization engine
AI-driven investment recommendations
Scenario modeling for portfolio
Real-time portfolio risk monitoring
Secure 12,000+ bank connections
Hybrid AI recommendation engine

PortfolioPilot use cases

Track your net worth in real‑time across all asset classes—brokerage, crypto, real estate, and private equity—while receiving automated tax‑loss harvesting suggestions to lower your year‑end tax bill.
Run scenario modeling to project retirement income under varying market conditions, with AI‑driven portfolio recommendations that adjust asset allocation to maintain a target risk‑adjusted score.
Create a personalized estate transfer plan that optimizes asset distribution to heirs, reduces estate taxes, and includes AI‑backed recommendations for smooth asset transfer.