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PortfolioPilot

SEC-registered AI advisor for portfolio health, taxes, and retirement scenarios.

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About

PortfolioPilot is an SEC-registered AI advisor that aggregates your full financial picture — brokerages, retirement accounts, crypto, real estate, liabilities — and gives ongoing, data-driven recommendations.

It runs portfolio health checks, tax-aware simulations with loss-harvesting ideas, retirement scenario modeling, and fee tracking, all for a flat subscription instead of an assets-under-management fee. It never takes custody and never executes trades; you implement every recommendation yourself, which keeps you in control but means it is not a robo-advisor you can set and forget.

What it can do

  • Full net-worth aggregation across 12,000+ institutions
  • Portfolio health checks and risk analysis
  • Tax-loss harvesting suggestions
  • Retirement scenario modeling
  • Estate planning tools
  • Flat subscription pricing, no AUM fees

Setup

  1. Create a free PortfolioPilot account.
  2. Link brokerages, bank, retirement, and crypto accounts.
  3. Add real estate and liabilities for a full net-worth view.
  4. Review the AI health check and recommendations.
  5. Upgrade for advanced features like monthly tax optimization.

Prerequisites

A PortfolioPilot account; willingness to link financial accounts.

Use cases

researchdataautomation

Works with

Any agent (.md)

Trust score — 6/10

/10 trustMetrics-checked

Scored 6/10 (metrics tier, metrics-v1). Evidence: SEC-registered investment advisor — fiduciary framing, but recommendations are informational; Does not take custody or execute trades; user implements everything; Flat subscription instead of AUM fees; 12,000+ institution connections. License: Proprietary; free tier, paid ~$29/mo or ~$20/mo billed annually..

How the trust score is built

Full methodology →
Adoption · stars/downloads, log-scaled vs peers
6.0/10
Maintenance · recency, releases, issue load
7.0/10
Openness · license + docs
4.0/10
Manual review · sanity read + red-flag check
7.0/10
  • · SEC-registered investment advisor — fiduciary framing, but recommendations are informational
  • · Does not take custody or execute trades; user implements everything
  • · Flat subscription instead of AUM fees; 12,000+ institution connections

Sources

Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.