PortfolioPilot is an AI investing adviser from Global Predictions Inc that links your 401k, brokerage, crypto and real-estate accounts, then flags hidden fees, tax savings and portfolio risk. It suits a self-directed investor who wants a second opinion without paying a percentage-of-assets advisory fee. You can start on a free plan and pay only for recommendations.
How Does PortfolioPilot Work?
PortfolioPilot works by pulling your linked accounts into one net-worth view and running it through Global Predictions’ Economic Insights Engine, its in-house forecasting model. The output is a set of suggestions: fees to cut, losses to harvest for tax, and allocation changes.
An AI chat assistant answers follow-up questions about that same data. It’s more useful than a generic chatbot because it sees your actual holdings, not a hypothetical portfolio.
Who PortfolioPilot Suits, and Who It Doesn’t
PortfolioPilot suits investors with accounts spread across several providers who’ve never checked total fees or tax drag in one place. That’s where the cross-account view earns its keep.
It’s a poor fit if you hold one index fund in one account. You won’t get much from it. It also isn’t a replacement for estate or complex tax planning.
Global Predictions also sells the same technology to family offices as PortfolioPilot Pro and to fintechs as the GP API. The company publishes its own figures for assets tracked and users on its website, so check there for current numbers.
PortfolioPilot’s disclosures say its public site content is educational, not personalized investment, tax or legal advice. Personalized advice only starts once you sign an advisory agreement with Global Predictions, a registered investment adviser that publishes its Form CRS and Form ADV.
Read the Form CRS before you rely on any number. Forecasts are estimates, not guarantees.
Picking a plan comes down to one question: do you want tracking or recommendations? Stay on Free if you only want net worth and retirement projections. Gold is the sensible step once you want fee and tax prompts, and the higher plans make sense mainly for real-estate holders or households sharing one login.
Prices for each plan appear in the Pricing section below. If you landed here while browsing the directory, the Greenhouse tool listing is a separate entry.
