How It Works

Three capabilities doing the heavy lifting, so you don't have to

WealthPilot watches your portfolio 24/7 and quietly handles the busywork — rebalancing, taxes, and life changes — in the background. Here's what that looks like in practice.

Autonomous Rebalancing

Markets shift every day — sometimes within an hour. WealthPilot watches your portfolio around the clock and quietly nudges your mix back toward your target when it drifts. You don't have to log in, schedule a call, or remember to act.

Rebalances based on your risk profile and goals — not a fixed calendar
Takes your taxes, market conditions, and life context into account before every move
You see a plain-English weekly recap of what changed and why

Tax-Loss Harvesting

Every trading day, WealthPilot scans your holdings for chances to sell a loser and use that loss to offset a winner. That lowers your tax bill — without changing the investments you're actually holding.

Runs daily, not just once a year at tax time
Respects wash-sale rules so the IRS doesn't come knocking
Reinvests the proceeds so your portfolio stays where you wanted it

Life-Change Adaptation

New job, new baby, approaching retirement, an inheritance — the big moments change what "right" looks like for your money. WealthPilot detects those signals and shifts your strategy to match your real life, not the plan you set a year ago.

Spots 8 common life events from your portfolio moves and context
Adjusts risk, contribution cadence, and goal timelines automatically
Writes you a plain-English note explaining exactly what changed