PortfolioPilot Reviews | Read Customer Reviews of portfoliopilot.com

PortfolioPilot Reviews | Read Customer Reviews of portfoliopilot.com

PortfolioPilot reviews

Showing 7 reviews with 1 star · Clear filters

Ramy D.
Oct 13, 2026
I tried to cancel my account
I tried to cancel my account, emailed a few times to their customer support, no answer! what kind of a company is it without a phone number.
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Robert
Jun 23, 2026
really does not look at multiple…
really does not look at multiple accounts holistically
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Dave K.
Mar 2, 2026
DANGER
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.
Response from PortfolioPilotMar 2, 2026
Hi Dave, sorry to hear that! I think you might have the wrong app. We don't have a 7 day trial and don't ask for your credit card upfront. I don't see any tickets in our support channel. If this really is PortfolioPilot, can you please reach out to [email protected] so that we can get this figured out asap? Thank you
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Ren R.
Jan 1, 2026
Could not figure out how to get out of…
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
Response from PortfolioPilotJan 1, 2026
Hello, very sorry to hear your terrible experience with the product. I see you reached out to support two days ago and we gave you detailed instructions on how to add your account manually, as requested. Is there anything else we can do to help you get started? Happy to get on a call and walk you through it live if you'd like as well, just reach out to [email protected] here. Hopefully talk soon!
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AD
Dec 3, 2025
Not intuitive at all
Not intuitive at all, too much clutter and not easy to cutomize.
Response from PortfolioPilotDec 3, 2025
Hello, thanks for the review, thought sorry you hear you didn't have a pleasant experience. Please reach out to [email protected] or set up an onboarding call to learn more! We would really love to hear any feedback on what's not working for you or what other settings you're looking for to better customize. You can also check out video tutorials here: https://www.youtube.com/playlist?list=PLHfgew86AyY-T36oO1FjwzDX0TfwoEVwG
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Douglas S.
Sep 5, 2025
Found the service to be underwhelming…
Found the service to be underwhelming and don't take the trial membership. The trial is extremely difficult to cancel. You think your canceled and then you will be billed and support was no help in processing my requested refund. An all around poor experience.
Response from PortfolioPilotOct 19, 2025
Hello, very sorry to hear you had such a poor experience! It seems from customer support tickets that you repeatedly provided the wrong email address for the associated PortfolioPilot account. Once you provided the right address, our support team was able to process a refund in less than 24 hours. Please let us know if there's anything else we can do to help with the downgrade process - we're definitely focused on long-term retention and growth and want to set up the best experience for all users! Thanks
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Bruce Kaplan Claudia and B.
May 22, 2025
Bad advice all dressed up as AI
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.
Response from PortfolioPilotMay 24, 2025
Hello, so sorry to hear that! We prioritize giving good investment advice over anything else. As always, the investment advice is personalized to your account, your preferences, your current portfolio/net worth - as PortfolioPilot tries to optimize your Portfolio Score across risk preference, risk-adjusted returns, and downside protection. I'd like to get on a call to get to the heart of this and fix any issues you see. Could you please reach out to [email protected] to help us help you fix these issues? Also, FYI here are the latest batch of product walkthrough videos: https://www.youtube.com/playlist?list=PLHfgew86AyY-T36oO1FjwzDX0TfwoEVwG (are those more to your liking?) Thank you, - Alex
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