PortfolioPilot Avaliações 

It’s the most useful tracker and advisor tool I’ve ever used but it needs some refinement. Specifically, a dedicated mobile site/app. Also it can be a tad difficult to find certain advice and data due to how it’s presented. It could use a little consolidation and simplification. Otherwise, there’s nothing out there that comes even close to what this platform does.

Some of the overall portfolio recommendations are at odds with individual portfolio recommendations. Additionally, the values for the linked accounts don't sync as accurately after the initial upload.

Time will tell if the recommendations are effective. But, I have a more balanced, risk adjusted portfolio - so, I'm hopeful.

The concept is fabulous. The time to run an iteration is too long. Reminds me of the days of dial up. Could be much much faster.

Then, if the portfolio actually worked as intended is another question I can’t answer yet.

The interface is too busy. Basic stocks are not listed. Corning (GLW) and DNP Select Income is not available. Both have been around for 20+ years.

I like the idea, but the execution needs work.

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.

Make Info Printable to PDF or Downloadable

Amazing product, easily pays for itself!

Lot of gaps/issues, reached out ot support no response.

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.

Prompt response and successful solution. Thank you!

Is really si great, i understand better the market with this,and i LOVE It, thanks so much for everthing.

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.

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.

Helped me get track of my finances, and connections to sources i never had before. Its a good one, it speaks for its self.