After a couple of months, its pretty good. For some reason it won't connect to my Voya accounts. I had to put them in manually, so not very dynamic. It makes solid recommendations but i scratch m... Voir plus
Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus
Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus
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I canceled my subscription. I have been waiting for months to get my refund. Have gotten nothing but the run around. Company refuses to send me a physical check that I requested since they cant... Voir plus
L'entreprise a répondu
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 cr... Voir plus
L'entreprise a répondu
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... Voir plus
À propos de l'entreprise
Écrit par l'entreprise
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)
Coordonnées de contact
2261 Market Street #4349, 94114, San Francisco, Etats-Unis
- support@portfoliopilot.com
- portfoliopilot.com
3,4
Moyen
54 avis
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A répondu à 60 % de ses avis négatifs
Répond généralement dans un délai de 24 heures
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The concept is fabulous
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.
10 janvier 2025
Avis spontané
Réponse de PortfolioPilot
Thanks for the feedback! We've actually spent hundreds of hours over the last two months rebuilding parts of our stack to improve the performance (it was very slow before, yes). Hopefully you'll get us another shot!
The interface is too busy
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.
24 décembre 2024
Réponse de PortfolioPilot
Thanks for posting a review! Though I just checked and both GLW and DNP are available (we track over 50,000 securities across public companies, ETFs, mutual funds, and crypto). Please let us know at support@portfoliopilot.com if there's a specific issue that we can debug for you - we're keen to get this resolved. Thanks!
Although customer support is…
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.
7 décembre 2024
Réponse de PortfolioPilot
Hi Robert,
Thanks for sharing - we're working with our connection partner on the one issue (should be resolved in the next week), and on the sub account we've asked some follow up questions to figure out the exact feature request so that we can implement it as needed. We've also offered you a one-month extension of your free trial to help make the transition easier - trying to help make this an amazing product for you and everyone else!
Réponse de PortfolioPilot
Hi Paul,
Thanks for leaving a review! Did you check out the "Export as spreadsheet" on the Improve -> Details page? Feel free to reach out to support@portfoliopilot.com if you have a specific format you'd like to see that PDF in!
Réponse de PortfolioPilot
Thank you so much for the support! Let us know if there's anything else we can do to make it even better :)
Very intriguing capabilities being…
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.
4 août 2024
Réponse de PortfolioPilot
Thank you for the review! We definitely share the same goal of empowering self-directed investors.
We have been putting up more and more tutorials on our Help Center recently: https://portfoliopilot.com/help. Are there any topics in particular that you'd like us to cover?
Réponse de PortfolioPilot
Thank you Rick, please let us know if there's anything else we can do to improve your PortfolioPilot experience!
Still learning app
3 août 2024
Réponse de PortfolioPilot
Hi Stephen,
Thanks for leaving us a review! Please reach out if you have any comments or feedback as you dive in, we've love to learn from your experience and keep improving PortfolioPilot for everyone.
Is really si great
Is really si great, i understand better the market with this,and i LOVE It, thanks so much for everthing.
30 juillet 2024
Réponse de PortfolioPilot
We are so happy to hear that, thank you Cristian! Please let us know if there's anything we can to make the experience even better for you!
Software is a treasure trove of ideas…
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.
5 juillet 2024
Great way to summarize your investment…
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.
8 février 2024
Avis spontané
Helped me get track of my finances
Helped me get track of my finances, and connections to sources i never had before. Its a good one, it speaks for its self.
8 février 2024
Avis spontané
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