# PortfolioPilot

- **Website:** <https://portfoliopilot.com>
- **Primary alias:** `portfoliopilot.com`

## Description

PortfolioPilot is an AI-powered financial technology platform from Global Predictions Inc., a Registered Investment Advisor. Designed for self-directed, long-term investors, it combines portfolio tracking, planning tools, and data-driven insights to help users understand and manage their finances. Users can connect accounts from thousands of brokerages, banks, and crypto wallets to view assets, liabilities, and portfolio allocation in one place, including investments, real estate, cash, and private equity.

The platform offers net worth tracking, retirement and scenario planning, portfolio assessments, investment recommendations, tax optimization, estate planning resources, and tools to identify risks, fees, and potential opportunities. Its AI-driven analysis draws on financial and economic data to generate portfolio-specific insights and simulations; users review recommendations and choose whether to act on them. PortfolioPilot offers a free plan, with paid Gold and Platinum subscriptions adding more guidance and features. A Pro plan is also available, with tools such as private equity modeling and cash-flow analysis, plus optional expert consultations. Personalized investment advice requires a subscription.

## Industries

- 💰 Finance

## Links

- [instagram](https://instagram.com/portfoliopilot)
- [twitter](https://twitter.com/portfoliopilot)
- [linkedin](https://linkedin.com/company/portfoliopilot)
- [facebook](https://facebook.com/portfoliopilot.official)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/id7rExWTdW/w/820/h/168/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790606156650)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id7rExWTdW/w/400/h/400/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1790606156786)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Selago | #f6fafe | light |
| Denim | #1170e0 | accent |
| Green Haze | #03a46f | dark |

## Fonts

- Arial — asset _(custom)_
- Poppins — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id7rExWTdW/w/1500/h/500/idJsKf0p-j.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790606156969)

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_Source: <https://brandfetch.com/portfoliopilot.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._