The AI Assistant answers questions about your own portfolio in plain language, using your holdings and PortfolioPilot's numbers.
Ask why your Portfolio Score is what it is, what a fund holds, or what a term means. It explains and points you to the right page. Recommendations never trade for you. Limited on Gold, unlimited on Platinum and Pro.
An illustrative conversation about a hypothetical portfolio. Pick a question.
Illustrative AI Assistant conversation about a hypothetical demo portfolio: three questions about the Portfolio Score, idle cash and fees, each answered with the portfolio's own numbers.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
Open the AI Assistant from any page, or Ask AI on mobile.
Ask about a score, a holding, a fee or a term, then follow the links it gives.
Questions grounded in your own accounts.
Why your Portfolio Score is what it is, grade by grade.
What a fund holds, what it costs and how it fits your portfolio.
What a Sharpe ratio, an expense ratio or a drawdown means.
Which page answers a question, with a link to it.
Add your accounts, then ask. The AI Assistant is part of Gold, Platinum and Pro.
Get startedShort answers here, with a link to the full help center article where one exists.
Questions about your portfolio, scores, securities and investing terms. Read more in the Help Center →
See what it can and cannot do in the Help Center. Read more in the Help Center →
Yes. Answers use your holdings and PortfolioPilot's scores and forecasts.
No. Talk to an accountant or attorney for tax and legal questions.
Gold includes limited use. Platinum and Pro include unlimited use.