PortfolioPilotYour personal AI Financial Advisor. Get smarter asset tracking, 360° portfolio analysis, and hyper-personalized recommendations guided by our Economic Insights Engine. (Views expressed on Trustpilot are the contributors' own and are not endorsed by Global Predictions in any way)
PortfolioPilot (portfoliopilot.com) has 54 customer reviews on Five Star Index, with an average rating of 3.5 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · Irvine, California
Excellent
Investments & Wealth · Calabasas, California
Excellent
Investments & Wealth · Orange, California
Excellent
54 approved reviews, newest moderated first
KalSue
Love it because it helps me with tough market problems and it’s nice knowing my real net worth
Response from PortfolioPilotApr 3, 2025
Thank you! Let us know how we can earn a 5 star review, we're constantly trying to improve the product :)
Anshuman
I'm giving this 5 stars because I think it's the future and these guys have made an admirable attempt at creating an AI augmented portfolio management solution. I appreciate the analytics and visibility into my portfolio, as well as the occasional recommendation based on my activity. Though I'm giving it five stars (for being innovative, forward thinking and for maintaining a robust free usage tier), I think a lot can be improved. Recommendations are often disconnected from investment themes in the portfolio, and, last I checked, the AI search and market summaries weren't actionable quality. I hope they'll continue to get better.
Response from PortfolioPilotMar 28, 2025
Thank you so much! Every Monday evening is a new release, so we're moving quick and constantly trying to improve everything - including the recommendations and market insights. Have you set the Recommendations preferences? (you can set a number of preferences to further personalize your recommendations). I'll reach out to see if that improves the recs for you or if there's something else we can do to make it better!
Beth S.
Easy to navigate, secure and provides genuinely helpful feedback on my portfolio.
Response from PortfolioPilotMar 28, 2025
Thank you!
shmuel
the forcest of the yearly retorn is not reasenebal and i lookt like on the simbel ysg qqq and more it does not mach plain logic and like the simbel ysg wont grow 7% becoes it grew the last year 50% with olmost no reson. and you say that the qqq will grow 6% i saw that your forcast is not on a track that was tro in the hitory
Response from PortfolioPilotMar 27, 2025
Hi Shmuel, thanks for the review. However, I'm not quite sure what the issue you see is. Are you saying that you think QQQ is going to grow by 50% this year?
Joey
So far so good, I'm still learning the finance terminology, but I'm slowly getting the hang of it. I keep running into a few problems but I think it's me, not the software.
Response from PortfolioPilotMar 16, 2025
Thank you very much, Joey! Please reach out to [email protected] if we can answer any other questions for you - we're constantly trying to make the product easier to use :)
Chris
Importing accounts was not smooth. Had to delete and reconnect accounts several times to get it to work. System did not initially recognize several Fortune 500 ticker symbols. Getting portfolio recommendations is slow (system thinks for a long time). I like the idea and would see value, but not sure I would use it due to the slowness of the system. Recommendations could use some context - I like how Grok3 gives the play by play of what it is thinking and how it comes to it's conclusions. I recommend incorporating some of that in the recommendations. Instead of just recommending one ETF, maybe tell the story of others that were considered and why they weren't chosen.
Response from PortfolioPilotMar 5, 2025
Hi Chris, Thanks for leaving a review and providing so much feedback! We went through a server migration this weekend and so unfortunately its possible you got caught in that move - very sorry. Everything should be very quick now and work as you might expect. Account connection should be quick, portfolio recommendations should generate in less than 20 sec. As for recommendations context, did you click on "View details" on each investing advice card? It'll show an entire page of information justifying its recommendation choice (including impact on the rest of your portfolio, expected returns, tax impact, downside protection, info about the fund/stock, etc). Happy to chat, just reach out to [email protected] with follow up questions or to organize a live call. Thanks :)
Tyler
I don't know anything about your app it came up and I watched a video and clicked on it for a second
Response from PortfolioPilotFeb 26, 2025
Hi Tyler, Thanks for reviewing, is there anything we can to improve the experience for you? We're constantly trying to improve the experience and want to make it genuinely useful for all.
Chris
It’s the most useful tracker and advisor tool I’ve ever used but it needs some refinement. Specifically, a dedicated mobile site/app. Also it can be a tad difficult to find certain advice and data due to how it’s presented. It could use a little consolidation and simplification. Otherwise, there’s nothing out there that comes even close to what this platform does.