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  5. MISC: I came across below AI site and I need your input before creating an account. [Miscellaneous]
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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
Asked by Hector on August 07, 2024
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. 

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