Q: I came across below AI site and I need your input before creating an account. Can you please give me your input.
https://portfoliopilot.com/
Thanks for the great service
https://portfoliopilot.com/
Thanks for the great service
5i Research Answer:
To stay independent we do not recommend brokers/advisors/platforms. We do not know portfolio pilot well. It claims it has Canadian investors; it is registered with the SEC but we do not know its Canadian regulatory status. Any data-driven service has pros and cons. Typically, 'black box' solutions have a limited number of allocations, and investors are slotted into one of these. It may not be as personally 'tailored' as one is led to believe.