★★★★★
1,240+ investors on Pilot
"Pilot rebalanced $340k across 3 brokerages in week one — explicit approval for every trade. Beating the S&P by 2.4% over 14 months." — Daniel R., senior engineer
Pilot's AI manages your portfolio based on your goals, risk tolerance, and time horizon. Month one: every trade needs your approval, so Pilot learns your style. Month two onward: Pilot rebalances small things on its own, bigger moves with your sign-off. You stay in control.
Goal-based, approval-first, fully customized. Everything a $1,000/yr human advisor does — for $9.99/mo.
Retirement, House, FIRE, Kids — each goal gets its own portfolio slice, rebalanced toward its specific target and time horizon.
Month one, every trade needs your OK. AI learns your style and risk appetite. Then graduated autonomy — you choose the thresholds.
Year-round, not just December. Captures losses to offset gains. Average user saves $1,800/yr in tax drag.
Pilot only acts when allocation drifts more than 5% from target. Less churn, lower tax bills, no over-trading.
Connects to Fidelity, Vanguard, Schwab, Robinhood, Coinbase, IBKR via Plaid. Manages across all accounts as one portfolio.
Our CFP team reviews every account quarterly. AI catches everything routine; humans catch what AI misses.
If you've got $50k+ in investments, you have two options: (1) check your portfolio twice a year and watch your allocation drift wildly, (2) pay a wealth manager 1% of assets to do it for you ($1,000/yr per $100k). Both are bad. Pilot is a third option: an AI that actively manages your portfolio for $9.99/month.
DIY trades, robo-advisors, and human wealth managers all leave something on the table. Pilot is the new option.
No moving accounts. No long onboarding. 90 seconds to your first portfolio recommendation.
5 questions: your main goal, risk tolerance, time horizon, portfolio size, current accounts. Pilot builds your target allocation from your answers.
Pilot analyzes your portfolio + market signals. Every trade in your first 30 days needs your approval. You're learning Pilot. Pilot's learning you.
After 30 days, Pilot handles small rebalancing on its own (under $5k). Bigger moves still need your OK. Trust scales up over time.
Pilot is infrastructure for the people who don't want to think about their portfolio — but still want to know it's safe.
Pilot is registered as an investment advisor with the SEC. We have a fiduciary duty to act in your best interest. ADV form available on request.
Your assets are held in your name at our custodian, insured up to $500k. Pilot never touches your money directly — only authorizes trades you approve.
We see your balances and trade history. You authorize each individual trade (until you grant autonomous mode). No surprises, ever.
I had $340k spread across Fidelity, Vanguard, and Robinhood, slowly drifting from my target allocation. Pilot rebalanced everything in week one — explicit approvals for every trade. Now I check in monthly. My portfolio's beating the S&P by 2.4% over 14 months.
1,240+ investors on Pilot. 4.9 average rating. Real outcomes from real portfolios.
I was paying Wealthfront 0.25% on $450k = $1,125/yr. Switched to Pilot for $9.99/mo. Better customization, AI learns from my decisions, returns are 1.8% higher YoY.
Pilot rebalanced my 401k rollover into a 70/30 split aligned with my retirement-by-2045 goal. Quarterly review caught a tax issue I'd never have noticed. Saved me $4k in 2026 taxes.
I'd check my portfolio 5x a day. Pilot's approval-first thing was perfect — I felt in control while AI did the analysis. Now I check it weekly. My anxiety is gone, my returns are higher.
Membership offer
If you paid a human wealth manager 1% AUM on $300k, you'd spend $3,000/yr. Pilot: $9.99/month.
Start with a 7-day free trial — no charge until it ends. After your trial, Pilot is a flat $9.99/month with no percentage-of-assets fee. Cancel anytime in two taps; if you cancel during the 7 days, you pay nothing.
Start with a 7-day free trial. Then $9.99/month — cancel anytime.
One flat membership for any portfolio size — no percentage-of-assets fee.
Try Pilot free for 7 days. Then just $9.99/month. Cancel anytime.