PortfolioPilot

Create your account, link your brokerage and other accounts, or upload positions with the Easy AI Portfolio Import. The system pulls in balances and positions and builds a full view of your money. From there, you use it to turn reviews into concrete actions.

Start by scanning your allocation across assets, sectors, and regions. Spot where you are too concentrated or underexposed, then drill into single positions to see outsized bets. As you explore options, the tool shows how potential changes could affect risk, drawdowns, and progress toward your targets, and it offers suggested next steps.

When markets dip, run a loss-harvest check. It finds lots below cost, proposes swaps to keep similar exposure, and estimates the potential tax effect before you trade. For ongoing efficiency, it surfaces ideas to cut taxes on dividends and gains so more of your return stays invested.

Before a big move, open scenario mode. Adjust contributions, withdrawals, or market paths and compare outcomes side by side. Estate and transfer tools let you outline beneficiaries and timing so you can preview how choices may shape inheritances and long‑term totals.

Use the net worth view to see assets from every connected account in one place. Track progress, plan rebalancing, and return to the insights feed for newly detected risks and opportunities as they appear.