PortfolioPilot is an AI-enhanced portfolio analysis and financial insights tool designed for self-directed investors who want a clearer picture of their investments, risk, and long-term financial goals. Users can connect or manually input a wide range of assets — including brokerage accounts, retirement accounts, real estate, cash, and cryptocurrencies — and PortfolioPilot will aggregate this data into a single dashboard with bank-level encryption and secure connections.

The platform uses proprietary models that combine machine learning, macroeconomic inputs, and investor preferences to generate a Portfolio Score, risk assessments, diversification suggestions, tax-optimization ideas, scenario modeling, and AI-assisted insights tailored to each user. It also includes advanced analytics such as AI stock screening with natural language queries and estimated return projections to help explore investment opportunities.

PortfolioPilot does not manage money directly but provides tools and recommendations to help users make more informed decisions. Although generally aimed at DIY investors, users should still evaluate recommendations carefully since all investment activities carry risk.

$29/month