>_ PortfolioPilot
sec-registered ai advisor that provides personalized investment recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors. tracks multi-asset net worth across brokerage accounts, 401ks, iras, crypto, cash, real estate, private equity, and more, using hedge fund–inspired forecasting models. operated by global predictions inc., a registered investment advisor.
best for
self-directed investors managing their own portfolios across multiple asset types
typical workflow position
research→monitoring
key featureSEC-registered AI advisor delivering personalized investment recommendations
asset classMulti-asset
functionPortfolio Management, Operations
pricingFREE-$$
modelfreemium
added1mo ago
upvotes0
viaweb, mobile
instrumentsStocks, ETFs, Mutual Funds, Options
regionsNorth America
audienceretail
user baseRetail
pricing
verified Jun 2026
Free$0
Gold$20/month when billed annually
Platinum$49/month when billed annually
Prostarts at $99/month
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