PortfolioPilot is a hybrid-AI financial advisor that aggregates a user’s entire net worth across brokerages, banks, and crypto wallets, then delivers personalized investing recommendations, continuous tax-loss harvesting, retirement projections, and estate planning guidance. It is operated by Global Predictions Inc., an SEC-registered investment advisor, which lets it legally deliver personalized investment advice rather than only generic education. The platform blends proprietary economic and forecasting models built by an ex-Bridgewater team with large language models for its AI Assistant, and offers a genuinely full-featured free tier alongside paid tiers for self-directed investors who want to manage their own money rather than pay a traditional advisor’s fee.
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