Name: portfoliopilot.com
Telephone: 000000000
Rating: 3.8

SD GUY Guest

Smart recommendations but you keep control

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 crash. Next one only wanted to manage my portfolio if I sold my Apple and Google stock 20 years ago… The app gives me unbiased advise but I keep control. I happen to have experience with Machine Learning models (AI) and that is what they use. Nice UI and common sense recommendations.

Date of experience: Nov 05, 2025

Jessie Guest

4 months ago

Htjty

Well put together

Date of experience: Nov 02, 2025

Naveen Parupally Guest

4 months ago

Support doesn’t even respond

Support doesn’t even respond, whats the point of an upgraded planEdit: Yes the issue is resolved now, thank you for the support.

Date of experience: Nov 02, 2025

nelubludurakov Guest

4 months ago

Interesting approach comparing assets

Interesting approach comparing assets, caps and locations together.

Date of experience: Oct 28, 2025

Russell Moon Guest

4 months ago

Excellent platform for investors who…

Excellent platform for investors who want to DIY and avoid traditional fees.

Date of experience: Oct 17, 2025

Raymond Guest

5 months ago

I've used it for a few months

I've used it for a few months. Nice idea but not ready for prime time yet.Update 9/26: I have been sending emails to customer support since 9/21 and so far no response. I need assistance with canceling my subscription. I am unable to cancel it based on the instructions they offer.

Date of experience: Sep 24, 2025

Douglas Sterner Guest

5 months ago

Found the service to be underwhelming…

Found the service to be underwhelming and don't take the trial membership. The trial is extremely difficult to cancel. You think your canceled and then you will be billed and support was no help in processing my requested refund. An all around poor experience.

Date of experience: Sep 04, 2025

C R Guest

6 months ago

Great app/product

Excellent customer service with friendly and helpful support 👏🏼

Date of experience: Aug 08, 2025

OC27 Guest

7 months ago

A great start that will benefit from further refinement

I love the platform’s intent; it fills a huge vacuum in the industry. However, the interface and ease of use need further refinement for the platform to fulfill its potential. Excited to see how things evolve.

Date of experience: Jul 31, 2025

Raife Turner Guest

7 months ago

Looking for investment advice and…

Looking for investment advice and understanding how whole trading system works. Tried many forums, portfoliopilot does a great job explaining it. I am pretty comfortable with every tool website offers.