✓ Portfolio Pilot
AI Financial Advisory & Portfolio Management Software
AI-driven platform that tracks net worth and delivers personalized investing, tax, and retirement recommendations.
Why we recommend them
PortfolioPilot is a technology product from Global Predictions Inc., a Registered Investment Advisor, aimed at self-directed investors who want data-driven portfolio guidance. It aggregates accounts across brokerages, retirement plans, crypto, and real estate into one dashboard, then uses an economic-model-driven engine to score portfolios and surface tax, risk, and allocation recommendations. A paid subscription is required for personalized investment advice.
✓Free tier includes net worth tracking, retirement planning, and basic portfolio assessment; paid plans start at $20/month (billed annually) with a 10-day free trial
✓Connects to 12,000+ financial institutions and claims over $40 billion in assets analyzed across 50,000+ users
✓Cites a JPMorgan-referenced estimate of 1.94% additional annual return from its continuous tax-optimization feature
What we actually verified
8.5/10 TrustScore—Money-back guarantee verified
✓Free trial available“…u must subscribe to receive personalized investment advice. Start free trial Home Features Net Worth Dashboard Estate Planning Ch”
✓Reachable customer service“…ioPilot Robo-Advisor 2.0 type solution, please reach out to [email protected] . How does PortfolioPilot keep my data sec”
✓No fine-print return conditions
✓No unrealistic claims detected
Vetted 2026-07-13 · How we vet →
Common questions about Portfolio Pilot
Is Portfolio Pilot legit and safe to buy from?
Yes — Portfolio Pilot passed the WhatiseBrokering.com vetting checklist (try before you buy, no fine-print returns, a real way to reach them, realistic claims only) before being listed. We remove companies that stop meeting the standard.
Can I try Portfolio Pilot before committing, or get my money back?
Every company in our directory must offer a free trial or, at minimum, a 7-day money-back guarantee from the day your product arrives — with no fine-print return conditions like "unopened" or "original packaging". Portfolio Pilot met this requirement at the time of vetting.
How do I reach Portfolio Pilot if something goes wrong?
Portfolio Pilot publishes a real customer-service contact (phone or email) — that's a listing requirement. If you can't get a response, tell us at [email protected] and we'll review their listing.
Why is Portfolio Pilot listed on WhatiseBrokering.com?
We discovered and vetted Portfolio Pilot ourselves. They don't pay us anything — they're listed purely because they meet the standard.