Back to FAQs

What data does the AI financial advisor use?

Your linked (or manually added) accounts, instrument-level positions, and preferences (goals, risk, timelines). We combine that with market and forecast data to tailor insights and projections across portfolio tracking, tax, and retirement planning. You can connect thousands of institutions or enter positions manually. 

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:

Sign up for free
1: As of November 14, 2025