How to Analyze and Optimize Your Investments in PortfolioPilot

Learn how to navigate PortfolioPilot to discover investment recommendations, adjust financial plan parameters, and use the AI assistant to check your diversification.

June 3, 2026 By Vinicius Alves

This guide shows you how to navigate PortfolioPilot to view personalized investment recommendations, explore your financial plan settings, and use the AI assistant to analyze your portfolio's diversification.

This guide is useful for investors and financial planners using PortfolioPilot who want to optimize their asset allocation and review their overall financial strategy.

View Top Recommendations

1

Go to the PortfolioPilot dashboard.

Step #2: Click Improve in the top navigation menu. — Click **Improve** in the top navigation menu.

Step #3: Select Recommendations from the dropdown menu. — Select **Recommendations** from the dropdown menu.

Step #4: Click Top Recommendations to view suggested investments tailored to your strategy. — Click **Top Recommendations** to view suggested investments tailored to your strategy.

Step #5: Click the Next arrow in the bottom right corner to cycle through additional recommendations. — Click the **Next** arrow in the bottom right corner to cycle through additional recommendations.

Review Financial Plan Settings

Step #6: Click Plan in the top navigation menu. — Click **Plan** in the top navigation menu.

The Plan section contains several tabs for managing the underlying variables of your financial model.

Planning Tab	Description
Money in & out	Track your deposits, ongoing income, and planned expenses.
Portfolio	Review your current asset allocation and overall balances.
Taxes & withdrawals	Configure your tax bracket and future withdrawal strategies.
Model settings	Adjust the broad economic assumptions powering your financial model.

Step #7: Click Money in & out to review your cash flows. — Click **Money in & out** to review your cash flows.

Step #8: Click Portfolio to see your asset breakdown. — Click **Portfolio** to see your asset breakdown.

Step #9: Click Taxes & withdrawals to configure tax rates. — Click **Taxes & withdrawals** to configure tax rates.

Step #10: Click Model settings to review global assumptions. — Click **Model settings** to review global assumptions.

Analyze Diversification with the Assistant

Step #11: Click Assistant in the upper right navigation bar to open the AI chat. — Click **Assistant** in the upper right navigation bar to open the AI chat.

12

Type how diversified is my portfolio? into the chat text area.

Step #13: Click the Send arrow button to submit your query. — Click the **Send** arrow button to submit your query.

Add a New Portfolio

If you need to connect additional brokerage accounts or add manual holdings, you can do so at any time using the global action button.

Step #14: Click the Add portfolio button in the top right corner to connect or create a new investment account. — Click the **Add portfolio** button in the top right corner to connect or create a new investment account.

Q: Can I get personalized investment suggestions?

A: Yes, you can view tailored suggestions by navigating to the Improve tab and selecting Top Recommendations.

Q: How do I evaluate the diversification of my current assets?

A: You can use the built-in AI Assistant to ask specific questions about your holdings, such as "How diversified is my portfolio?".

Term	Definition
Diversification	A risk management strategy that mixes a wide variety of investments within a portfolio.
Asset Allocation	The implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio.