Don't do it. The 'free' trial is impossible to cancel, and when you get charged you can't delete your account. The site tells you that you need to downgrade to a free account in order to not get charg... Se mere
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
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... Se mere
Virksomheden har svaret
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... Se mere
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... Se mere
Virksomheden har svaret
Virksomhedsoplysninger
Skrevet af virksomheden
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)
Kontaktoplysninger
2261 Market Street #4349, 94114, San Francisco, USA
- support@portfoliopilot.com
- portfoliopilot.com
3,2
Middel
56 anmeldelser
Bed kunder om at skrive en anmeldelse
Denne virksomhed inviterer sine kunder til at skrive en anmeldelse, uanset om den er positiv eller negativ
Har besvaret 42 % af deres negative anmeldelser
Svarer typisk inden for 24 timer
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
It’s the most useful tracker and…
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 to how it’s presented. It could use a little consolidation and simplification. Otherwise, there’s nothing out there that comes even close to what this platform does.
26. februar 2025
User friendly, optimistic, jury is out. . .
Some of the overall portfolio recommendations are at odds with individual portfolio recommendations. Additionally, the values for the linked accounts don't sync as accurately after the initial upload.
Time will tell if the recommendations are effective. But, I have a more balanced, risk adjusted portfolio - so, I'm hopeful.
18. januar 2025
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. januar 2025
Uopfordret anmeldelse
Besvarelse fra 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. december 2024
Besvarelse fra 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. december 2024
Besvarelse fra 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!
Besvarelse fra 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!
Besvarelse fra 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. august 2024
Besvarelse fra 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?
Besvarelse fra 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. august 2024
Besvarelse fra 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. juli 2024
Besvarelse fra 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. juli 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. februar 2024
Uopfordret anmeldelse
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. februar 2024
Uopfordret anmeldelse
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.
Læs om anmeldelsesprocessen på Trustpilot.
Hér finder du 8 tips til at skrive anmeldelser.
Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.
Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.