PortfolioPilotReviews of portfoliopilot.com

2261 Market Street #4349, San Francisco, California

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3.5

Average

54 reviews

PortfolioPilot3.5

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About PortfolioPilot

Your personal AI Financial Advisor. Get smarter asset tracking, 360° portfolio analysis, and hyper-personalized recommendations guided by our Economic Insights Engine. (Views expressed on Trustpilot are the contributors' own and are not endorsed by Global Predictions in any way)

PortfolioPilot (portfoliopilot.com) has 54 customer reviews on Consumer Courier, with an average rating of 3.5 out of 5.

Also known as: portfoliopilot.com
Website: portfoliopilot.com
Category: Investments & Wealth
Location: San Francisco, California
Listed on Consumer Courier: 2026

About these reviews

Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
The score is the plain average of the published reviews on this page.
The company replied to 74% of reviews.
Most recent review: October 2026.

How we calculate scores

PortfolioPilot reviews

54 approved reviews, newest moderated first

Joseph
Posted Dec 2, 2025
Tried to add cds to my stocks but don't…
Tried to add cds to my stocks but don't know where things went
Response from PortfolioPilot· Dec 3, 2025
Thanks! Please reach out to [email protected] and we can help you get set up properly.
SD G.
Posted Nov 6, 2025
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.
Response from PortfolioPilot· Nov 6, 2025
Thank you very much for the love!
Jessie
Posted Nov 2, 2025
Htjty
Well put together
Response from PortfolioPilot· Nov 6, 2025
Thank you so much!! Please let us know what we can do to make it a 5-star experience, we're constantly trying to improve the product.
Naveen P.
Posted Nov 2, 2025
Support doesn’t even respond
Support doesn’t even respond, whats the point of an upgraded plan Edit: Yes the issue is resolved now, thank you for the support.
Response from PortfolioPilot· Nov 6, 2025
Sorry to hear you had such an unpleasant experience. We try to respond as quickly as possible. I see that everything is properly wrapped up with support now, is there anything else we can do to help going forward?
nelubludurakov
Posted Nov 2, 2025
Interesting approach comparing assets
Interesting approach comparing assets, caps and locations together.
Response from PortfolioPilot· Nov 6, 2025
Thank you for the review! Is there anything we can do to improve the product or earn 5 stars?
Russell M.
Posted Oct 17, 2025
Excellent platform for investors who…
Excellent platform for investors who want to DIY and avoid traditional fees.
Response from PortfolioPilot· Oct 19, 2025
Thank you for the support!
Raymond
Posted Sep 25, 2025
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.
Response from PortfolioPilot· Nov 6, 2025
Very sorry to hear you're this frustrated. We don't see you as a customer in the product. If you could reach out to [email protected] then we could figure out what's going on and point you in the right direction. Thank you.
Douglas S.
Posted Sep 5, 2025
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.
Response from PortfolioPilot· Oct 19, 2025
Hello, very sorry to hear you had such a poor experience! It seems from customer support tickets that you repeatedly provided the wrong email address for the associated PortfolioPilot account. Once you provided the right address, our support team was able to process a refund in less than 24 hours. Please let us know if there's anything else we can do to help with the downgrade process - we're definitely focused on long-term retention and growth and want to set up the best experience for all users! Thanks

PortfolioPilotReviews of portfoliopilot.com

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About these reviews

More in Investments & Wealth, California

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PortfolioPilot reviews

Tried to add cds to my stocks but don't…

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I've used it for a few months

Found the service to be underwhelming…