PortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:
PortfolioPilot's AI can parse most common CSV formats automatically. Only two fields are truly required — but getting one of them wrong skews everything...
View moreRecommendations refresh automatically when your portfolio, market conditions, or forecasting models change. Common causes: connected account sync, draft applied, weekly forecast update, ignored suggestions, or preference changes...
View moreAt the end of your trial, you choose your plan. If you do nothing, you move to Free — all your data stays. But there's a window where you can still...
View moreThe system continuously ingests new macroeconomic and market data. When meaningful changes occur - such as shifts in interest rates, volatility spikes, or structural macro updates - forecasts and...
View moreLive syncing stops immediately. Your data stays under your control; you can keep manually maintained portfolios or request deletion of personal information if you wan...
View morePortfolioPilot only has read-only access — it can never move or freeze your assets. But if Global Predictions shut down, here's exactly what would happen...
View moreYour data is never deleted when you cancel or downgrade — all accounts, portfolios, and history stay intact. Only one thing changes, and it's more limited than...
View moreFor accurate Roth conversion analysis, four things need to be set up correctly in your account. Missing even one of them skews the projections significantly...
View moreThe market overview feature in PortfolioPilot offers a comprehensive snapshot of the current financial markets. It provides insights into key market indices, sector performances, and...
View moreA Draft Portfolio is a sandbox — safe, never touching real accounts. Add, remove, or rebalance freely. Here's what you can actually do inside one...
View moreThe AI Equity Search is a sophisticated tool that allows you to search for stocks by simply describing what you’re looking for in...
View moreAn Asset Group organizes a subset of accounts into its own view with separate risk, strategy, and recommendations. The key reason to use one is surprisingly...
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