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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.

Last updated on
July 30, 2026

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PortfolioPilot is used by over 50,000 individuals to analyze their portfolios of over $40 billion1,3. Discover your portfolio score now:

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