PortfolioPilot Insights

Key features include continuous tax optimization, which JP Morgan calculates can add an extra 1.94% yearly return. The platform offers net worth tracking, visualizing all assets in one place, with secure connections to 12,000+ brokerages, banks, and crypto wallets. It provides personalized investment advice based on your goals, and uses hedge fund inspired technology, including a proprietary engine that offers portfolio-specific recommendations. Additional features include estate planning, scenario modeling, and risk identification.

PortfolioPilot is used for tracking your entire financial picture, including brokerage accounts, 401Ks, IRAs, crypto, cash, loans, and real estate. It helps in optimizing taxes continuously, planning for retirement, and estate planning. Investors can stress-test their portfolios against scenarios like inflation shocks or geopolitical events. The AI assistant provides equity research and custom future simulations, and the platform can detect hidden fees and suggest tax-saving opportunities.

PortfolioPilot offers three pricing tiers. The Free plan includes multi-asset net worth tracking, full retirement and scenario planning, portfolio assessment, and fund and stock discovery tools. The Gold plan costs $20 per month when billed annually and adds investing recommendations, hidden fee detection, tax impact insights, and limited AI assistant access. The Platinum plan costs $49 per month when billed annually and includes everything in Gold plus fee optimization, tax-efficient distribution advice, unlimited AI assistant, AI equity research, custom future simulations, and support for multiple real estate properties. All plans start with a 10-day free trial for paid tiers.