PortfolioPilotReviews of portfoliopilot.com

Excellent customer service with friendly and helpful support 👏🏼

I love the platform’s intent; it fills a huge vacuum in the industry. However, the interface and ease of use need further refinement for the platform to fulfill its potential. Excited to see how things evolve.

Looking for investment advice and understanding how whole trading system works. Tried many forums, portfoliopilot does a great job explaining it. I am pretty comfortable with every tool website offers.

I have found this service to be severely lacking. The investment suggestions have been terrible - -instant money losers like GNR and STRIPS have cost me multiple thousands of dollars. It suggested buying RING after the run up and before a small correction. It suggests I buy 156,000 of Zoom, which i frankly can't believe is the best stock idea right now. Even the portfolio analysis is off. For one thing, it doesn't correctly track my AVUV fund as small cap. That's a no brainer that points to other basic issues under the hood. The YouTube's on how to get the most out of Portfolio Pilot are similarly weak. I had hopes for this product, but they have not been borne out.

Even with direct access to my Vanguard account, portfolio pilot cannot see the individual investments in my account, and classifies everything as cash, making all of the financial recommendations useless to me

Integrating all of my accounts into portfolio pilot was super easy, I was able to optimize my risk rated return and have been very happy with the data driven approach and recommendations.

Friendly and very attentive to customers' needs!

No brainer of a partner to assist with managing your portfolio. What a human usually charges 1.00% of your AUM. You can have similar (dare I say better ) help from an unbiased AI partner.