Overview

Generated by ChatGPT

PortfolioPilot is an advanced portfolio tracker that offers AI-driven portfolio management, market insights, and personalized recommendations. The platform aggregates all assets in one place, provides metrics to measure portfolio strength, and finds risks and problem areas to improve with automated recommendations.

It also offers personalized suggestions based on user preferences to help make better investments. Users can sign up for free on the platform and receive a personalized investing guide that leverages automated portfolio monitoring, macro analysis, and individualized recommendations.

PortfolioPilot analyzes thousands of factors related to asset allocation and provides a macroeconomic analysis to notify users of potential risks or opportunities.

The platform is designed to help users improve their investment strategies by offering personalized guidance and recommendations without requiring extensive knowledge of day trading.

The platform is secure by design and allows users to connect with over 12,000 banks and brokerages. As seen in the platform's testimonials, PortfolioPilot claims to have led to a 3-6% boost in returns, with $2.1 billion already managed on the platform.

The macroeconomic insights provided by PortfolioPilot offer users the ability to rise above the day-to-day news cycle and make informed decisions. Overall, PortfolioPilot is a powerful AI-driven tool that provides users with personalized investment recommendations, macroeconomic insights, and automated portfolio monitoring, making it a top choice for those looking to improve their investment strategies.

Releases

Portfolio PilotInitial

Get notified when a new version of Portfolio Pilot is released

Notify me

Initial release

January 30, 2023

Initial release of Portfolio Pilot.

+ Submit new release

By unverified author Claim this AI

Pricing

Pricing model

Freemium

Paid options from

$29/month

Billing frequency

Monthly

Use tool

Save

🔗 Copy link

🗳️ Vote Best AI Tool

Featured

Trading Portfolio Pilot

Trading

12,125

5.0(1)

Overview Releases Alternatives Pricing Pros & Cons Prompts Reviews Q&A

Use tool

Save

Top alternatives

AI-signals

Trade signals for stocks, forex, and crypto.

Trading

Open

20,189
230
3.6

Released 2y ago
From $54.6/mo
Share

tuvia ohana

🙏 44 karma

Aug 9, 2023

@AI-signals

Great features, and community!

391 Reply Share Edit Delete Report
Tradytics

Bridge the gap between retail traders and Wall Street.

Trading

Open

10,616
161
1.0

Released 5y ago
From $69/mo
Share

Creative App

🙏 6 karma

Oct 26, 2023

@Tradytics

terrible app had to get a refund the data is wrong and doesnt match up when you check with the brokers

4 Reply Share Edit Delete Report
Robot trading

AI-powered trading bots that trade automatically.

Trading

Open

78
20
3.0
26

Released 1mo ago
100% Free
Share
Script Generator Tradingview

Turn trading ideas into TradingView code instantly.

Trading

Open

66
14
2.5
14

Released 2mo ago
100% Free
Share

Promote AI Claim AI New release

Reviews

5.0

Average from 1 rating.

★ ★ ★ ★ ★ 1

★ ★ ★ ★ 0

★ ★ ★ 0

★ ★ 0

★ 0

Your rating

★ ★ ★ ★ ★

Post

How would you rate Portfolio Pilot?

Help other people by letting them know if this AI was useful.

Prompts & Results

Title:

Description:

Prompt type*:

Prompt*:

Output type*:

Output*:

Add your own prompts and outputs to help others understand how to use this AI.

Pros and Cons

Pros

Advanced portfolio tracker

Personalized investment recommendations

Market insights

Automated portfolio monitoring

Aggregation of all assets

Portfolio strength metrics

Risk and problem detection

Free signup

Personalized investing guide

Macroeconomic analysis

Secure platform

Connects with 12,000+ banks/brokerages

3-6% boost to returns

Manages $2.1 billion

Provides macro news/trends

Automatically reviews asset allocation

Protection against inflation surprises

Institution-grade Economic Insights Engine

Notifies for opportunities/risks

View 14 more pros

Cons

Limited to stocks and trading

Potential connection issues with banks

Limited to 12,000 banks/brokerages

Relies heavily on macroeconomic analysis

No options for day trading

No detailed investing guide

Absence of human investment advisors

Limited asset allocation factors

No explicit data privacy policy

View 4 more cons

Included in lists

Top ai tools for stock trading

Lauren Allison

Q&A

What is PortfolioPilot?

PortfolioPilot is an AI-driven portfolio tracker offering advanced portfolio management, market insights, and personalized recommendations for investment strategies. It aggregates all user assets in one place, measures portfolio strength, identifies risks and problem areas, and suggests improvements. The platform connects with over 12,000 banks and brokerages and offers a suite of services that include macroeconomic analysis to keep users informed of potential risks or opportunities.

What features does PortfolioPilot offer for portfolio management?

PortfolioPilot offers features for portfolio management such as automated portfolio monitoring, personalized suggestions based on user preferences, aggregation of all assets in one place, measurement tools to gauge portfolio strength, identification of risks and problem areas, and automated recommendations for improvements.

How does PortfolioPilot provide market insights?

PortfolioPilot uses its Economic Insights Engine to provide market insights. This engine tracks the economy, scanning for opportunities or risks that could affect the user's investments. PortfolioPilot keeps users informed about these macroeconomic trends that could impact their portfolios.

What sort of personalized recommendations does PortfolioPilot offer?

PortfolioPilot provides personalized recommendations to make better investments, generated from the AI's analysis of thousands of factors related to their asset allocation. These recommendations include suggestions for improving the portfolio based on detected risks, problem areas, and user preferences.

How does PortfolioPilot measure portfolio strength?

PortfolioPilot uses AI-driven tools to measure portfolio strength. It takes into account thousands of factors related to asset allocation and provides metrics that gauge the strength of one's portfolio. These metrics can show potential areas for improvement or highlight where your portfolio is performing well.

How can PortfolioPilot help me improve my investments?

PortfolioPilot helps to improve your investments by offering a range of services including portfolio monitoring, macroeconomic analysis, and personalized recommendations. Based on the analysis of your existing portfolio, the AI will identify risks and problem areas, and suggest improvements to optimize your investments.

+ Show 14 more

Which banks and brokerages can PortfolioPilot connect with?

PortfolioPilot can securely connect with over 12,000 banks and brokerages, providing a broad range of financial institutions that users can integrate with.

Can I trust the security of my data on PortfolioPilot?

Yes, you can trust the security of your data on PortfolioPilot. The platform emphasizes that it is 'secure by design', ensuring the utmost safety when it comes to handling user data and connections with banks and brokerages.

What is the Economic Insights Engine on PortfolioPilot?

The Economic Insights Engine on PortfolioPilot is an AI-powered feature that monitors the economy, tracking significant macroeconomic news, trends, and risks. It guides your investment decisions by informing you of the likely impacts of these factors on your portfolio.

How does PortfolioPilot identify risks and problem areas in my portfolio?

PortfolioPilot identifies risks and problem areas in your portfolio by analyzing thousands of factors related to asset allocation. By measuring your portfolio strength with these factors, the AI can detect potential vulnerabilities and areas that need improvement.

What do users say about their returns after using PortfolioPilot?

Users report having experienced a 3-6% boost in their returns after using PortfolioPilot. The platform itself claims to have already managed $2.1 billion.

How does the AI portfolio assessment on PortfolioPilot work?

The AI portfolio assessment on PortfolioPilot works by analyzing thousands of factors related to asset allocation. It automatically reviews your asset distribution and provides insights into how well it's balanced, potential risks, and areas for improvement.

How can PortfolioPilot help me make better investments without the need for day trading?

PortfolioPilot aids in making better investments without the need for day trading by leveraging its AI-driven tools. These include automated portfolio monitoring, detailed macroeconomic analysis, and personalized recommendations all designed to optimize your investment strategies at your convenience.

What does PortfolioPilot offer for free?

PortfolioPilot offers a free sign-up for users, allowing them access to features such as AI-driven portfolio monitoring, macroeconomic analysis, and personalized investment recommendations.

How does PortfolioPilot notify me of macroeconomic news and trends?

PortfolioPilot notifies users of macroeconomic news and trends through its Economic Insights Engine. This monitors the global economy and sends out relevant and important updates to users, keeping them informed about factors that might affect their portfolio.

What does the automated portfolio monitoring feature on PortfolioPilot do?

The automated portfolio monitoring feature on PortfolioPilot works by continuously tracking, analyzing and improving your investment portfolio. It takes into account your asset allocation and uses AI to identify risks, problem areas, and opportunities for improvements.

Are the recommendations PortfolioPilot provides based on individual preferences?

Yes, the recommendations provided by PortfolioPilot are based on individual preferences. The AI system analyzes your asset allocation and preferences to generate tailored suggestions to enhance your portfolio and investment strategy.

How has PortfolioPilot improved existing portfolios?

PortfolioPilot has improved existing portfolios by identifying risks and problem areas and recommending potential improvements based on thousands of factors related to asset allocation. Users have reported a 3-6% increase in returns after using the platform.

Which factors related to asset allocation does PortfolioPilot take into consideration?

PortfolioPilot considers thousands of factors related to asset allocation. These include, but are not limited to, the type of assets, their distribution in your portfolio, the economic climate, and your personal investment preferences.

How can PortfolioPilot help protect my portfolio against inflation surprises?

PortfolioPilot uses its Economic Insights Engine to monitor global trends and potential risks, including inflation surprises. By keeping track of these factors, it can provide insights and recommendations to protect your portfolio against potential inflation surprises.

Ask a question

Submit

Search

Portfolio Pilot

Overview

Releases

Pricing

Top alternatives

Related topics

Reviews

How would you rate Portfolio Pilot?

Prompts & Results

Pros and Cons

Pros

View 14 more pros

Cons

View 4 more cons

Included in lists

Q&A

Search

Overview

Releases

Pricing

Top alternatives

Related topics

Reviews

How would you rate Portfolio Pilot?

Prompts & Results

Pros and Cons

Pros

View 14 more pros

Cons

View 4 more cons

Included in lists

Q&A

Help

People also viewed

Feedback and Incident Report

AI Options

Create AI Tools

Mini Tool

Vibe code an AI Tool