Use the Portfolio Optimizer - it rebalances what you already hold instead of recommending new positions.
View moreYes - a Designated beneficiaries task with an optional reminder prompts you to update names on retirement plans, life insurance and bank accounts.
View morePortfolioPilot's Economic Insights Engine flags unusual moves in prices, trading volumes, and other financial metrics against their historical ranges.
View moreFor many investors PortfolioPilot can replace a traditional advisor; others use both. Compare fiduciary duty, update frequency, bias, and price.
View moreYes - PortfolioPilot analyzes your current holdings and goals, then identifies specific stocks and ETFs that match your risk level and return targets.
View moreYes - the system flags gaps, concentration and drift in your actual mix, then suggests allocation fixes and rebalancing rather than a one-size model.
View moreYes - track securities, real estate, private equity, cash, crypto, jewelry and more in one place for a complete view of your net worth.
View moreYes. PortfolioPilot tracks most options, and they're pulled in automatically from connected accounts. A separate FAQ covers adding options manually.
View moreNo - the AI Assistant only provides insights and opinions. Any change to your portfolio is one you make yourself inside the platform.
View moreYes - it models tax impacts including harvesting and fees, and runs retirement scenarios showing after-tax, inflation-aware outcomes before you act.
View moreThe $240 Public.com credit applies to annual plans at every tier - it covers Gold Annual in full and takes $240 off Platinum Annual or Pro Annual.
View moreYes - the checklist includes a living will, or advance health care directive, so your treatment wishes are documented if you are ever incapacitated.
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