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Can PortfolioPilot support asset allocation optimization?

Yes. The AI reviews your current mix and flags potential gaps, concentration, and drift, then suggests allocation fixes and rebalancing, based on your actual holdings, not a one-size model. We also publish guidance on strategic and multi-period allocation to keep portfolios aligned over time.

How optimized is your portfolio?

PortfolioPilot is used by over 40,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:

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1: As of November 14, 2025