PortfolioPilot Overview
PortfolioPilot is an innovative AI-powered financial tool designed to empower self-directed investors. Created by Global Predictions Inc., a registered investment advisor, PortfolioPilot offers personalized investment advice without the usual conflicts of interest associated with traditional financial advisors. Users gain access to sophisticated financial models, enabling them to manage their financial portfolios autonomously and effectively, with options for tax optimization, estate planning, and scenario modeling.
PortfolioPilot Key Features
- Portfolio Tracking: Easily visualize your entire portfolio in one place, including assets like stocks, cryptocurrencies, real estate, and more.
- Investment Advice: Receive personalized recommendations based on your portfolio and financial goals, alongside actionable insights to enhance your investment strategy.
- Tax Optimization: Take advantage of estimated tax calculations and recommendations for tax-loss harvesting to improve your annual returns.
- Estate Planning: Access a comprehensive estate planning checklist that includes options for wills, guardianship, and living trusts, ensuring the protection of your assets.
- Scenario Modeling: Utilize advanced scenario modeling to test different investment outcomes and visualize how various decisions impact your portfolio over time.
PortfolioPilot is trusted by over 30,000 individuals across the US and Canada, who confidently analyze their combined portfolios exceeding $30 billion in total assets. With security being a priority, it employs bank-level security measures, making it a reliable choice for self-directed investors who wish to take control of their financial futures.
