I canceled my subscription. I have been waiting for months to get my refund. Have gotten nothing but the run around. Company refuses to send me a physical check that I requested since they cant... See more
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See what reviewers are saying
My objective was to get an objective assessment of an existing portfolio. Most of the info was clear but some was challenging to overlay on my existing positions. Still it was extreemly helpful.... See more
Recently learned about this AI financial advisor. I have very bad experiences with human financial advisors. My 1st one put 30% of my portfolio in tech against my wishes 2 months before the dot-com cr... See more
Company replied
DANGER! I signed up for the 7-day trial. I cancelled within that period. After several emails I even received a confirmation that I would not be charged. Alas, they have now charged me in each... See more
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Company details
Written by the company
Your personal AI Financial Advisor. Get smarter asset tracking, 360° portfolio analysis, and hyper-personalized recommendations guided by our Economic Insights Engine. (Views expressed on Trustpilot are the contributors' own and are not endorsed by Global Predictions in any way)
Contact info
2261 Market Street #4349, 94114, San Francisco, United States
- support@portfoliopilot.com
- portfoliopilot.com
3.3
Average
52 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 62% of negative reviews
Typically replies within 1 month
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Although customer support is…
Although customer support is responsive, the answers do not address the root causes of my issues. For example still unresolved., difficulties connecting to financial institutions, how to delete sub account from brokerage portfolio….. leaning towards not subscribing after free trial period.
7 December 2024
Reply from PortfolioPilot
Hi Robert,
Thanks for sharing - we're working with our connection partner on the one issue (should be resolved in the next week), and on the sub account we've asked some follow up questions to figure out the exact feature request so that we can implement it as needed. We've also offered you a one-month extension of your free trial to help make the transition easier - trying to help make this an amazing product for you and everyone else!
Reply from PortfolioPilot
Hi Paul,
Thanks for leaving a review! Did you check out the "Export as spreadsheet" on the Improve -> Details page? Feel free to reach out to support@portfoliopilot.com if you have a specific format you'd like to see that PDF in!
Reply from PortfolioPilot
Thank you so much for the support! Let us know if there's anything else we can do to make it even better :)
Very intriguing capabilities being…
Very intriguing capabilities being offered to help optimize portfolios to enhance our risk adjusted returns. If there is an area that is lacking in the platform it would be the lack of tutorial’s on how to navigate certain aspects of the platform.
This platform is definitely going in the right direction for individuals like myself who would rather not rely on a financial advisor.
4 August 2024
Reply from PortfolioPilot
Thank you for the review! We definitely share the same goal of empowering self-directed investors.
We have been putting up more and more tutorials on our Help Center recently: https://portfoliopilot.com/help. Are there any topics in particular that you'd like us to cover?
Reply from PortfolioPilot
Thank you Rick, please let us know if there's anything else we can do to improve your PortfolioPilot experience!
Still learning app
3 August 2024
Reply from PortfolioPilot
Hi Stephen,
Thanks for leaving us a review! Please reach out if you have any comments or feedback as you dive in, we've love to learn from your experience and keep improving PortfolioPilot for everyone.
Is really si great
Is really si great, i understand better the market with this,and i LOVE It, thanks so much for everthing.
30 July 2024
Reply from PortfolioPilot
We are so happy to hear that, thank you Cristian! Please let us know if there's anything we can to make the experience even better for you!
Software is a treasure trove of ideas…
Software is a treasure trove of ideas and data. I’ve used it at all tiers from free to gold to platinum and have found value at all of them while designing a long term portfolio to sustain me through a long retirement at an early age.
5 July 2024
Great way to summarize your investment…
Great way to summarize your investment and finances in one place. Suggestions to optimize and helpful. Definitely recommend for helping to get your investments all in one place. Easy to understand.
8 February 2024
Unprompted review
Helped me get track of my finances
Helped me get track of my finances, and connections to sources i never had before. Its a good one, it speaks for its self.
8 February 2024
Unprompted review
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