PortfolioPilot

PortfolioPilot is for self-directed investors who want to see their investments and other assets together and understand how their portfolio is positioned. You can connect financial accounts or enter holdings manually, then review portfolio performance, a Portfolio Score, and exposures across asset classes, sectors, and countries. Risk and diversification analysis can help identify concentrations and other areas to examine. The platform provides portfolio-specific investment suggestions based on your holdings, goals, and risk preferences, alongside market and economic analysis. Planning tools support retirement projections and scenario modeling; stock and fund discovery tools help you research investments. An AI Assistant can answer questions about your portfolio and model hypothetical changes. PortfolioPilot is read-only: it can provide analysis and draft ideas, but does not place trades in your brokerage account. Some features vary by plan.

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