QuantPilot is an AI-assisted portfolio research tool that analyzes your portfolio using your own investment philosophy, risk rules, and checklists. Not generic signals — your strategy.
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Define your investment philosophy, risk rules, and buy/sell checklists. Claude follows them exactly — no generic advice.
Polygon.io price snapshots show estimated gains and losses. Prices refresh when your portfolio view loads or its holdings change and may be cached for up to five minutes.
Get a full portfolio analysis each morning — market mood, P&L per position, rule violations flagged, and 3 clear action items.
Claude flags any position that breaks your stated risk rules — position size limits, stop-losses, sector concentration.
Pose custom questions to your portfolio. 'Should I add to NVDA?' 'Is my tech exposure too high?' Claude answers using your rules.
Every analysis is saved. Track how your portfolio and AI recommendations have evolved over time. Export any analysis.
Start free for 30 days. No credit card required.