PortfolioPilot

What is PortfolioPilot?

PortfolioPilot is a technology product of Global Predictions Inc, a Registered Investment Advisor. It provides personalized investment advice and portfolio management services to individuals.

Features of PortfolioPilot

PortfolioPilot offers a range of features to help you manage your investments effectively. These include:

1. 360° Portfolio Analysis: Get a comprehensive analysis of your portfolio, including risk assessment and personalized recommendations.

2. AI Assistant: Ask questions about your portfolio or investing in general, and get expert advice from our AI-powered assistant.

3. Fee Visualization: See the fees you pay in one place, and make informed decisions about your investments.

4. Net Worth Tracking: Visualize your asset allocation in a single dashboard, and track your progress over time.

5. Portfolio Scoring: Get a score based on your portfolio's performance, and identify areas for improvement.

Pricing of PortfolioPilot

PortfolioPilot offers two pricing plans:

1. Free Plan: Get started with our free plan, which includes smart portfolio monitoring and net worth tracking.

2. Gold Plan: Upgrade to our Gold plan for $29/month, which includes personalized recommendations, AI assistant, and fee visualization.

Helpful Tips for Using PortfolioPilot

Here are some helpful tips for getting the most out of PortfolioPilot:

1. Link your accounts: Connect your investment accounts to get a comprehensive view of your portfolio.

2. Set your goals: Define your investment goals and risk tolerance to get personalized recommendations.

3. Monitor your portfolio: Regularly review your portfolio to ensure it remains aligned with your goals.

Frequently Asked Questions

Here are some frequently asked questions about PortfolioPilot:

1. Is PortfolioPilot registered with the SEC?: Yes, PortfolioPilot is a technology product of Global Predictions Inc, a Registered Investment Advisor.

2. How does PortfolioPilot use AI?: PortfolioPilot uses AI to provide personalized recommendations, analyze your portfolio, and provide insights.

3. Does PortfolioPilot manage money?: No, PortfolioPilot does not actively manage money. It provides investment advice and portfolio management services.

Security and Privacy

PortfolioPilot takes the security and privacy of your data seriously. We use bank-level security measures to protect your information, and we do not sell your data to third parties.