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Description

The fees associated with a Crypto IRA include an Annual Account Fee of $295 imposed by Directed IRA, a trading fee of 1% for each transaction, and a $50 fee for processing the funding of your Gemini account. These charges can either be billed to the credit card you have on record or deducted directly from your Directed account. Additionally, Gemini applies a trade fee that ranges from 0.25% to 0.35% per transaction. Furthermore, you have the convenience of transferring cash from your Crypto IRA at Directed to your Self-Directed IRA within the same institution, allowing you to pursue other investment opportunities through Self-Directed accounts. This flexibility can enhance your investment strategy and portfolio diversification.

Description

PortfolioPilot serves as an innovative financial advisory tool powered by artificial intelligence, specifically tailored for self-directed investors who seek thorough, impartial, and budget-friendly financial advice. This platform encompasses a variety of functionalities, including portfolio monitoring, investment recommendations, tax efficiency strategies, estate planning assistance, and modeling of various financial scenarios. Users have the ability to consolidate their overall net worth by integrating diverse assets like brokerage accounts, retirement plans, cryptocurrencies, and real estate, which ultimately presents a complete picture of their financial situation. The unique Recommendation Engine of PortfolioPilot provides customized investment suggestions by examining a vast array of data sources and economic models, with the objective of enhancing returns, minimizing risks, and ensuring a well-diversified investment portfolio. Additionally, PortfolioPilot offers ongoing tax optimization methods, such as tax-loss harvesting, aimed at boosting after-tax investment returns. The platform’s scenario modeling features enable users to explore various possible financial outcomes by simulating different investment approaches and market dynamics, further empowering them in their financial decision-making. With these comprehensive tools, investors are better equipped to navigate the complexities of the financial landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acorns No 
Bitcoin Yes 
Coinbase No 
Ethereum Yes 
Fidelity No 
Gemini Yes 
Interactive Brokers No 
Kraken No 
Robinhood No 
TD Ameritrade No 
Vanguard No 

Integrations

Acorns Yes 
Bitcoin No 
Coinbase Yes 
Ethereum No 
Fidelity Yes 
Gemini No 
Interactive Brokers Yes 
Kraken Yes 
Robinhood Yes 
TD Ameritrade Yes 
Vanguard Yes 

Pricing Details

$30 Fee
Free Trial No 
Free Version No 

Pricing Details

$20 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Directed IRA

Founded

2018

Country

United States

Website

directedira.com/cryptocurrency/

Vendor Details

Company Name

PortfolioPilot

Country

United States

Website

www.portfoliopilot.com

Product Features

Alternatives

Alternatives