Monthly suggested actions are a short email with the moves that would help your portfolio most this month.
On Gold, PortfolioPilot emails you each month with suggested actions drawn from your recommendations, linking back to the app to review them. You choose which emails you get. Part of Gold.
Illustrative actions from a hypothetical portfolio.
PortfolioPilot monthly suggested actions demo. Illustrative actions from a hypothetical portfolio.
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.
Choose the monthly email in your email alerts.
Open the email and review the actions in the app.
A short list, not a report.
The recommendations that would help most.
A regular check-in.
Actions follow your recommendation preferences.
Nothing is traded for you.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
Monthly.
Yes, in your email alert settings.
No.
Gold and above.
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Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning.
