PortfolioPilot

PortfolioPilot is an AI-powered portfolio management and analysis platform designed to help investors make data-driven decisions and monitor their holdings more effectively. The tool connects to brokerage accounts and other data sources to aggregate positions, track performance, and provide a unified view of an investor’s entire portfolio. Using machine learning and quantitative models, PortfolioPilot analyzes asset allocation, risk exposure, diversification, and historical performance to identify strengths, weaknesses, and potential inefficiencies.

Core capabilities include automated portfolio diagnostics, scenario analysis, and personalized recommendations aligned with user-defined goals, time horizons, and risk tolerance. Users can evaluate how changes in asset mix, contributions, or withdrawals might impact long-term outcomes, and compare their portfolio against benchmarks or alternative strategies. The platform also supports what-if simulations, stress testing under different market conditions, and detection of concentration risk or style drift.