PortfolioPilot is an AI-driven portfolio tracker that offers advanced portfolio management, market insights, and personalized recommendations to users. The platform aggregates all assets in one place, provides metrics to measure portfolio strength, and finds risks and problem areas to improve with automated recommendations. It also offers personalized suggestions based on user preferences to help make better investments.
Users can sign up for free on the platform and receive a personalized investing guide that leverages automated portfolio monitoring, macro analysis, and individualized recommendations. With PortfolioPilot, users don't need extensive knowledge of day trading to improve their investment strategies. The platform analyzes thousands of factors related to asset allocation and provides a macroeconomic analysis to notify users of potential risks or opportunities.
PortfolioPilot is secure by design and allows users to connect with over 12,000 banks and brokerages. The platform has already managed $2.1 billion and claims to have led to a 3-6% boost in returns, as seen in the platform's testimonials
TLDR: AI for Finance portfolio management with recommendations. Copy and paste these prompts into Portfolio Pilot.