The AI portfolio analyst
your advisor
doesn't want you to have.
Upload your holdings. Get an institutional-grade analysis — risk score, sector concentration, rebalancing moves, and tax-loss harvesting — in under 30 seconds. $29/month. Not $4,000/year.
Try it in 10 seconds
Enter 3 tickers you own (or are watching). Claude Sonnet 4.5 will analyze them live.
Everything a $400/hr advisor does.
Without the calendar invite.
AI Portfolio Analyst
Claude Sonnet 4.5 reviews your entire portfolio in seconds — risk, diversification, concentration, hidden tail risks. Like having a CFA on retainer.
Smart Rebalancing
Actionable BUY / TRIM / HOLD calls based on your actual weights, not generic advice. Backed by Modern Portfolio Theory.
Tax-Loss Harvesting
We surface every loss you can harvest — with wash-sale-safe replacement tickers — so you save thousands every April.
Sector & Style Breakdown
Know exactly where your money sleeps. Tech-heavy? Value vs growth? We surface concentration before it hurts you.
Risk Score (1–100)
A single number that captures the real volatility of your portfolio — calibrated against historical drawdowns.
Live Quotes & P&L
Real-time prices, daily change, gain/loss per position. Refreshes when you do.
From holdings to insights
in three steps.
Add your positions
Manually or via CSV. Tickers, shares, average cost. No bank connection required.
Run AI analysis
Claude Sonnet 4.5 evaluates risk, sectors, correlation, and tax efficiency.
Act on it
Get specific BUY / TRIM / HOLD calls with dollar amounts and rationale.
Investors who fired their advisor.
“PortfolioPilot caught a 38% concentration in semiconductors I didnt notice. Rebalanced once, slept better ever since.”
“I paid 4k/yr for an advisor who gave me a PDF every quarter. PortfolioPilot is better. 59 a month.”
