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.
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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
Edward
Some of the overall portfolio recommendations are at odds with individual portfolio recommendations. Additionally, the values for the linked accounts don't sync as accurately after the initial upload. Time will tell if the recommendations are effective. But, I have a more balanced, risk adjusted portfolio - so, I'm hopeful.
Laura W.
The concept is fabulous. The time to run an iteration is too long. Reminds me of the days of dial up. Could be much much faster. Then, if the portfolio actually worked as intended is another question I can’t answer yet.
Response from PortfolioPilotMar 28, 2025
Thanks for the feedback! We've actually spent hundreds of hours over the last two months rebuilding parts of our stack to improve the performance (it was very slow before, yes). Hopefully you'll get us another shot!
customer
The interface is too busy. Basic stocks are not listed. Corning (GLW) and DNP Select Income is not available. Both have been around for 20+ years. I like the idea, but the execution needs work.
Response from PortfolioPilotDec 25, 2024
Thanks for posting a review! Though I just checked and both GLW and DNP are available (we track over 50,000 securities across public companies, ETFs, mutual funds, and crypto). Please let us know at [email protected] if there's a specific issue that we can debug for you - we're keen to get this resolved. Thanks!
Robert
Although customer support is responsive, the answers do not address the root causes of my issues. For example still unresolved., difficulties connecting to financial institutions, how to delete sub account from brokerage portfolio….. leaning towards not subscribing after free trial period.
Response from PortfolioPilotDec 9, 2024
Hi Robert, Thanks for sharing - we're working with our connection partner on the one issue (should be resolved in the next week), and on the sub account we've asked some follow up questions to figure out the exact feature request so that we can implement it as needed. We've also offered you a one-month extension of your free trial to help make the transition easier - trying to help make this an amazing product for you and everyone else!
Paul
Make Info Printable to PDF or Downloadable
Response from PortfolioPilotDec 5, 2024
Hi Paul, Thanks for leaving a review! Did you check out the "Export as spreadsheet" on the Improve -> Details page? Feel free to reach out to [email protected] if you have a specific format you'd like to see that PDF in!
John
Amazing product, easily pays for itself!
Response from PortfolioPilotDec 5, 2024
Thank you so much for the support! Let us know if there's anything else we can do to make it even better :)
Balaji
Lot of gaps/issues, reached out ot support no response.
Ian
Very intriguing capabilities being offered to help optimize portfolios to enhance our risk adjusted returns. If there is an area that is lacking in the platform it would be the lack of tutorial’s on how to navigate certain aspects of the platform. This platform is definitely going in the right direction for individuals like myself who would rather not rely on a financial advisor.
Response from PortfolioPilotAug 6, 2024
Thank you for the review! We definitely share the same goal of empowering self-directed investors. We have been putting up more and more tutorials on our Help Center recently: https://portfoliopilot.com/help. Are there any topics in particular that you'd like us to cover?