AI Assistant:
Ask questions about your own portfolio

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.

Feature basics

Which plan you need
Limited use. Part of the Gold plan
Unlimited use. Part of the Platinum plan and Pro
Answers
Questions about your portfolio, securities and investing terms
Uses
Your holdings, scores and PortfolioPilot's forecasts

What does the AI Assistant answer?

An illustrative conversation about a hypothetical portfolio. Pick a question.

portfoliopilot.com/track

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.

How it works

How the AI Assistant works in PortfolioPilot

Three steps from your accounts to the answer.

Step 1

Add your accounts

Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.

Step 2

Open Ask AI

Open the AI Assistant from any page, or Ask AI on mobile.

Step 3

Ask in your own words

Ask about a score, a holding, a fee or a term, then follow the links it gives.

What to ask

What can you ask the AI Assistant?

Questions grounded in your own accounts.

Your scores

Why your Portfolio Score is what it is, grade by grade.

A security

What a fund holds, what it costs and how it fits your portfolio.

Investing terms

What a Sharpe ratio, an expense ratio or a drawdown means.

Where to find things

Which page answers a question, with a link to it.

Related AI financial advisor features

Ask about your own portfolio

Add your accounts, then ask. The AI Assistant is part of Gold, Platinum and Pro.

Bank-level security. Learn more
Questions

Questions about the AI Assistant

Short answers here, with a link to the full help center article where one exists.

What can I ask the AI Assistant?

Questions about your portfolio, scores, securities and investing terms. Read more in the Help Center →

Can it make changes to my account?

See what it can and cannot do in the Help Center. Read more in the Help Center →

Does it use my own data?

Yes. Answers use your holdings and PortfolioPilot's scores and forecasts.

Does it give personal tax or legal advice?

No. Talk to an accountant or attorney for tax and legal questions.

Which plans include it?

Gold includes limited use. Platinum and Pro include unlimited use.