PortfolioPilot

PortfolioPilot is an AI-assisted financial planning and portfolio analysis platform from Global Predictions. It aggregates brokerage accounts, retirement funds, cash, crypto, real estate, private equity, debt, and other assets into a unified net-worth view. Its models score portfolios, run retirement and scenario forecasts, and identify possible improvements involving allocation, risk, downside protection, dividends, fees, and taxes. Paid tiers add personalized recommendations, tax optimization, AI equity research, and broader assistant access, while a free plan includes tracking, planning, and portfolio assessment.