PortfolioPilotReviews of portfoliopilot.com

DANGER! I signed up for the 7-day trial. I cancelled within that period. After several emails I even received a confirmation that I would not be charged. Alas, they have now charged me in each of the last two months. I have filed disputes with my credit card company, but that too is a painful process. :( update on 03/02/2026 I have confirmed that the email address with which I have been communicating these past two+ months in an attempt to cancel my account and stop the credit card charges is: PortfolioPilot Support support"atsign"portfoliopilot.com, ie, as listed in their reply.

Really interesting startup, nice founder that calls for feedback. App is helping create financial literacy and guidance

Software recognized my brokerage account but keep on getting 0 balances

I had high expectations from PortfolioPilot, but unfortunately the experience didn’t live up to the hype. The platform feels overly generic and didn’t provide insights that were meaningfully different from information I could find elsewhere for free. The interface is not very intuitive, and I found it confusing to navigate between features. Some of the recommendations felt vague and not well-explained, which made it hard to trust the guidance being given. Customer support was also slow to respond, and when they did, the answers felt canned rather than tailored to my actual questions. For a product that positions itself as a smart, data-driven tool, I expected a much more polished and user-friendly experience. Overall, it might work for beginners, but for anyone looking for deeper analysis or personalized insights, it was not worth the time or cost in my opinio

Could not figure out how to get out of demo mode and into inputting my own data. Also it aask for secuytoirties with no easy way to determine how to input individual accounts, et al IRA Roth IRA etc

Hello all: Revising my review on cancellation. Co-Founder reached out to me personally and corrected the issue. I appreciated his intervention. As a result, a good experience overall. No issues with the content of the site as it is excellent tool. Thank you

amazing company

Not intuitive at all, too much clutter and not easy to cutomize.