Both, and free to use. It tracks stocks, ETFs, bonds and crypto alongside real estate and private equity for a complete net worth picture.
View moreThe interface is English only for now, but the AI Assistant understands and replies in many languages. Full localization is on the roadmap.
View moreYes - PortfolioPilot is a registered investment adviser, which carries a fiduciary duty to act in clients' best interests.
View morePortfolioPilot is a product of Global Predictions Inc., an SEC-registered investment adviser. Registration does not imply a certain level of skill.
View moreYes - beginners get clear insights and automated recommendations, while advanced investors get screeners, drafts and deeper portfolio analysis.
View moreNo - tax optimization is a Gold and above feature. You get full access during the 10-day trial, then need Gold, Platinum or Pro to keep using it.
View moreThere is no dedicated mobile app yet, but the web app is fully mobile-optimized and tens of thousands of people use it from their phones.
View moreYes - the platform helps retired investors manage income, control risk and keep a stable financial position through retirement.
View moreEmail support@portfoliopilot.com with your account email and the team will investigate. The trial itself never requires a card and never charges you.
View moreEmail support@portfoliopilot.com or click the question mark at the top right. The team aims to answer every question within 24 hours.
View morePrices and portfolio sync are separate systems that both run daily, so quantities can be current while prices have not refreshed yet, or the reverse.
View moreA known issue with some brokerage connections: the brokerage reports the total value as cash and lists the securities separately, doubling the account.
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