Multi-asset financial picture
Track connected accounts and manually entered assets, including investments, cash, liabilities, real estate, and private equity. The Free plan supports unlimited account tracking.
PortfolioPilot
Freemium
Track net worth, assess a portfolio, and explore AI-assisted planning with guidance you decide whether to act on.
Что такое PortfolioPilot?
PortfolioPilot is a financial planning and portfolio analysis platform for self-directed investors. Connect financial accounts or enter assets to view net worth, allocation, and a portfolio assessment in one place. Free tools include tracking and core retirement and scenario planning. Paid plans add personalized recommendations, tax and fee insights, and AI assistance. Personalized investment advice requires a subscription and a written advisory client agreement with Global Predictions. You choose whether to act on recommendations; the provider does not manage client investment capital. Simulations and forecasts are hypothetical, and investment outcomes can include losses.
Что умеет PortfolioPilot?
Portfolio assessment
Review allocation, a portfolio score, and potential risk areas using supplied holdings and investor preferences.
Retirement and scenario planning
Explore possible future outcomes with the core planning tools. Platinum and higher add custom future simulations and multiple real estate properties.
Personalized recommendations
Gold and higher provide suggestions based on holdings, risk preferences, goals, and model assumptions, subject to advisory-client eligibility.
Tax and fee insights
Gold adds hidden-fee detection and tax-impact analysis. Platinum adds fee optimization and distribution guidance; tax calculations are approximate and illustrative.
AI assistance and research
Gold includes limited assistant access; Platinum adds unlimited assistant access and AI equity research. Equity research is a general research aid rather than personalized investment advice.
Варианты использования
“Consolidating a balance sheet”
Bring multiple accounts and other assets together to review total net worth and allocation.
“Reviewing a proposed portfolio change”
Compare holdings and, as an eligible advisory client, review personalized suggestions before making your own decision.
“Planning retirement decisions”
Test assumptions and possible scenarios to understand how a different decision could affect a projection.
“Analyzing complex holdings”
Use Pro’s private-equity modeling and liquidity or cash-flow analysis when reviewing more complex assets.
Часто задаваемые вопросы
What can I use for free?
The ongoing Free plan is $0 and includes unlimited account tracking, core retirement and scenario planning, portfolio assessment, and fund and stock discovery. Paid plans offer a separate 10-day premium trial with no credit card required.
How much do the paid plans cost?
Monthly billing prices are Gold $29, Platinum $99, and Pro $149. With annual billing, Gold is $240/year, Platinum $588/year, and Pro $1,188/year, equivalent to $20, $49, and $99 per month respectively. These annual monthly equivalents are not month-to-month charges.
When do I receive personalized investment advice?
Personalized advice requires a paid subscription and a written advisory client agreement with Global Predictions. Public portions of the platform are educational or impersonal. The AI assistant and equity research do not replace that agreement or turn general research into advice tailored to your goals.
Does PortfolioPilot manage my money?
Global Predictions and PortfolioPilot do not manage client investment capital. You stay responsible for investment decisions and choose whether to act on recommendations. Tracking or receiving a recommendation does not authorize discretionary management of your assets.
What does the Pro expert call include?
Pro includes a quarterly call with a PortfolioPilot product expert to review setup and reports. It is not individualized financial advice or a dedicated financial-advisor relationship. Pro also adds private-equity modeling, liquidity and cash-flow tools, multi-user access, and statement uploads.
How should I interpret AI, simulation, and tax outputs?
Model outcomes are hypothetical and can use delayed or incomplete data. AI summaries and equity research can be inaccurate and need validation. Tax calculations use rough federal guidelines and may have incomplete cost-basis information; they do not guarantee a tax result. Use qualified tax or legal advice for your circumstances rather than relying on the illustration alone.
Who is eligible to use the platform?
The published platform terms require natural persons aged 18 or older and specify U.S. use. Advisory services are additionally governed by the written client agreement. Account connections are optional and use third-party providers; assets can also be entered manually.
How do cancellation and downgrades work?
You can cancel through the Subscriptions tab. Monthly and annual billing options are available. Downgrading changes feature access while keeping connected data in your account.
Краткие сведения
- Primary users
- Self-directed investors
- Core input
- Connected accounts, entered assets, and investor preferences
- Free core
- Net worth tracking and core portfolio/planning tools
- Paid plans
- Gold, Platinum, and Pro
- Advisory eligibility
- Subscription plus written client agreement
- Provider
- Global Predictions Inc.
Анализ трафика PortfolioPilot
Данные о трафике приведены только для справки.
- Рейтинг домена
- 41
