What is PortfolioPilot?
PortfolioPilot is a technology product of Global Predictions Inc, a Registered Investment Advisor. It provides personalized investment advice and helps users optimize their investments with hedge fund-inspired tools and AI expertise.
Features of PortfolioPilot
- Tax Optimization: Continuous tax optimization can yield an additional 1.94% yearly return.
- Investment Advice: Personalized investment advice with your goals in mind.
- Portfolio Tracking: Visualize all your assets in one platform and track your net worth.
- Estate Planning: Make better investing decisions with advanced scenario modeling and estate planning tools.
- Scenario Modeling: Test potential outcomes for your investment strategies and see how different decisions could impact your portfolio over time.
How to Use PortfolioPilot
- Sign up for a free trial to get started.
- Connect your accounts and get a free financial assessment.
- Use the platform's AI-powered tools to get personalized investment recommendations.
- Take advantage of the platform's tax optimization and estate planning features to maximize your returns.
Pricing of PortfolioPilot
- PortfolioPilot Free: $0 per month, includes smart portfolio monitoring and net worth tracking.
- PortfolioPilot Gold: $29 per month, includes personalized recommendations, tax impact, and continuous tax-loss harvesting.
- PortfolioPilot Platinum: $99 per month, includes AI equity research tools and more advanced features.
Frequently Asked Questions
Is PortfolioPilot registered with the SEC with fiduciary responsibility?
Yes, PortfolioPilot is a technology product of Global Predictions Inc, a SEC Registered Investment Advisor, with fiduciary responsibility to all its clients.
What is Global Predictions?
Global Predictions is a deep-tech company that has built a digital twin of the economy to make unbiased forecasts into the future using hyperconnected simulations, economic modeling, diverse data streams, and machine learning.
How much does PortfolioPilot cost?
You can use PortfolioPilot for free with our fully featured free plan. To unlock features such as personalized recommendations and tax optimization, you can sign up for our Gold plan for $29/mo, and you can cancel anytime.
How does PortfolioPilot use AI?
PortfolioPilot uses a Hybrid-AI approach, it is not just a "ChatGPT wrapper". The personalized recommendations that you see in-product are generated by our Recommendation Engine using hedge fund inspired models for portfolio management.