PortfolioPilot

About PortfolioPilot

Your AI investing guide: portfolio assessment, recommendations, answers to all finance questions.

Introducing PortfolioPilot - your reliable AI-driven investment coach. With PortfolioPilot, you can assess your investment portfolio, receive personalized recommendations, and access up-to-date information about individual securities such as ETFs, stocks, cryptocurrencies, bonds, and mutual funds. Powered by high-quality models from Global Predictions, PortfolioPilot provides comprehensive insights into financial markets, portfolio management, and investing.

Utilize PortfolioPilot to aggregate all your assets into one portfolio, including stocks, bonds, ETFs, mutual funds, real estate, crypto, and private equity. The plugin evaluates your portfolio based on expected returns, risk-adjusted returns, diversification, risk, volatility, downside protection factors like inflation risk and credit risks, and correlation between securities. The result is a set of Portfolio Scores describing your portfolio, an analysis of risk-adjusted returns and downside protection, and specific, actionable recommendations to improve your portfolio.

In addition to portfolio assessment and recommendations, PortfolioPilot can fetch real-time information about individual securities and macroeconomic trends. Retrieve news, expected returns, risk, financial information, valuations, fund exposures, related securities, and more. The plugin ensures that all information and news provided is up-to-date, pulled from live sources within the last 24 hours.

Please note that investing carries inherent risks, and PortfolioPilot does not provide investment advice. However, it empowers you with valuable insights to make informed investment decisions. For more information and to provide feedback, visit the PortfolioPilot website.

Let's get started!

How to use PortfolioPilot

To utilize PortfolioPilot, you can engage in conversations with ChatGPT and ask questions related to finance, investing, and portfolio management. Here are some example prompts to get you started:

1. Ask for a portfolio assessment: "Assess my investment portfolio."
2. Get personalized portfolio recommendations: "What are some recommendations for improving my portfolio?"
3. Fetch up-to-date information about a specific security: "Tell me about the latest news and financial information for Apple stock."
4. Search for ETFs or stocks based on specific filters: "Find me ETFs with high expected returns and low risk."

Remember to provide clear and specific information when requesting portfolio assessments or recommendations. PortfolioPilot will analyze your portfolio and provide you with a user-friendly report summarizing the evaluation and actionable recommendations.

For any ambiguous queries or unmatched responses, feel free to ask for clarification or suggest related queries. If you encounter any issues or would like to provide feedback, please use this feedback form.

Start using PortfolioPilot today to enhance your investment decisions and gain valuable insights into your portfolio!