PortfolioPilot

PortfolioPilot – Your Personal AI Financial Advisor

PortfolioPilot is a technology product from Global Predictions Inc (a SEC Registered Investment Advisor) that provides AI-assisted financial insights and planning tools for self-directed investors. Access to personalized investment advice requires a subscription, with a free trial available. The platform emphasizes fiduciary, bias-free guidance, bank-level security, and a data-driven approach to portfolio management. It aggregates and analyzes a broad set of assets, offers scenario modeling, tax optimization, estate planning, and real-time portfolio tracking to help users optimize their financial outcomes.

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How PortfolioPilot Works

1. Aggregate your assets. Connect and visualize all holdings across brokerage accounts, 401(k)s, IRAs, crypto, cash, real estate, private equity, precious metals, and more in a single net-worth view.
2. AI-driven recommendations. The hybrid AI engine combines hedge-fund-inspired models, large-language models, and machine learning to generate personalized portfolio recommendations tailored to your goals, risk tolerance, and constraints.
3. Scenario modeling. Use Monte Carlo and other simulations to forecast potential outcomes under different decisions and market conditions.
4. Estate planning & tax optimization. Automated tools provide estate planning insights and continuous tax-loss harvesting opportunities to improve after-tax returns.
5. Security & control. The platform uses bank-level security with read-only access to connected accounts, ensuring you retain control of your finances.
6. Understand your risk. A Portfolio Score measures risk-adjusted performance by aligning your risk preferences with your portfolio’s exposure and downside protection.

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Core Capabilities

• Net Worth Tracking: visualize and monitor all assets in one dashboard.
• Portfolio Tracking: monitor performance, risk, and allocation across all accounts.
• Scenario Modeling: run simulations to foresee outcomes under various strategies.
• Tax Optimization: continuous tax-loss harvesting and tax impact analysis.
• Estate Planning: tools to protect and transfer assets efficiently.
• Investment Advice: personalized, AI-assisted recommendations based on your goals.
• Data Security: bank-level security and read-only access to connected accounts.
• Accessibility & Transparency: clear disclosures about advisor status, fiduciary responsibility, and limitations of publicly available information.

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How It Differs From Traditional Advising

• No guaranteed results; management is in the user’s hands with AI-assisted guidance.
• Emphasizes fiduciary responsibility and transparency about data use and security.
• Provides a cost-efficient alternative with pricing designed to be substantially lower than typical financial advisory fees.

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Safety and Compliance Considerations

• Investment advice is provided through an advisory relationship; publicly available content is informational and not tailored to any specific individual unless via official advisory agreements.
• Users should assess personal risk tolerance, financial objectives, and consult tax/legal professionals as needed.

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Pricing (Examples)

• Free plan available with essential features.
• Gold plan: $29 per month (discounted to $20/mo when billed annually) includes personalized AI recommendations, tax optimization features, AI assistant access, and enhanced insights.
• Platinum: higher tier with advanced AI equity research tools and additional features (pricing varies).

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What You Get

• AI-powered personalized investment advice via a hybrid AI engine
• Comprehensive portfolio tracking and net worth visualization
• Estate planning support and scenario modeling
• Continuous tax-loss harvesting and tax impact assessment
• Bank-level security with read-only access to connected accounts
• 360° insights including risk scoring and portfolio strength analysis
• Flexible pricing with a free tier and paid Premium options