PortfolioPilot
portfoliopilot.com
Spec sheet
- Purpose
- PortfolioPilot connects portfolios, real estate, crypto and other net-worth components, then provides personalized portfolio analysis and recommendations.Read 28 Sep 2026 · portfoliopilot.com
- Free plan
- The free plan includes planning, investing tools, net worth tracking, and portfolio assessment.Read 28 Sep 2026 · portfoliopilot.com
- Support
- Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions.Read 28 Sep 2026 · portfoliopilot.com
- Headquarters
- San Francisco, California, United StatesRead 19 Oct 2026 · portfoliopilot.com
- Account connections
- PortfolioPilot connects to US and Canadian financial institutions through Plaid, SnapTrade and Yodlee, covering more than 12,000 institutions.Read 28 Sep 2026 · portfoliopilot.com
- Account security
- PortfolioPilot provides two-factor authentication for account protection.Read 28 Sep 2026 · portfoliopilot.com
- Advice requires subscription
- Personalized investment advice requires a subscription.Read 28 Sep 2026 · portfoliopilot.com
- AI capabilities
- AI supports recommendations, forecasting, the assistant, portfolio uploads, and assessments.Read 28 Sep 2026 · portfoliopilot.com
- Allocation analysis
- YesRead 24 Sep 2026 · portfoliopilot.com
- Asset class coverage
- multi_asset_alternativesRead 24 Sep 2026 · portfoliopilot.com
- Asset coverage
- It can track brokerage accounts, retirement accounts, crypto, cash, loans, real estate, private equity, and precious metals.Read 28 Sep 2026 · portfoliopilot.com
- Bank data handling
- The pricing page says bank details and login information are not stored.Read 28 Sep 2026 · portfoliopilot.com
- Cancellation policy
- Subscriptions can be canceled at any time through the Subscriptions tab.Read 28 Sep 2026 · portfoliopilot.com
- Company address
- The listed address is 2261 Market Street, San Francisco, California 94114.Read 28 Sep 2026 · portfoliopilot.com
- Connected services
- The platform connects to more than 12,000 brokerages, banks, and crypto wallets.Read 28 Sep 2026 · portfoliopilot.com
- Credentials
- PortfolioPilot says it does not store banking credentials and that authorization is handled by Plaid, SnapTrade and Yodlee.Read 28 Sep 2026 · portfoliopilot.com
- Data control
- Users can disconnect accounts and request deletion of all personal data.Read 28 Sep 2026 · portfoliopilot.com
- Data refresh
- Portfolio data is recalculated daily, and manually imported holdings are repriced daily.Read 28 Sep 2026 · portfoliopilot.com
- Encryption
- PortfolioPilot says it uses 256-bit encryption for data across its entire system.Read 28 Sep 2026 · portfoliopilot.com
- Free account limit
- Free includes unlimited accounts for multi-asset net worth tracking.Read 28 Sep 2026 · portfoliopilot.com
- Geographic coverage
- PortfolioPilot supports US and Canadian exchanges and says international securities are not yet supported.Read 28 Sep 2026 · portfoliopilot.com
- Manual imports
- Users can add holdings by uploading PDF, CSV or Excel statements or by entering securities manually.Read 28 Sep 2026 · portfoliopilot.com
- Mobile availability
- There is no dedicated iOS or Android app; the web application is mobile-optimized and works in a mobile browser.Read 28 Sep 2026 · portfoliopilot.com
- Multi-user access
- Pro supports multiple users on the same account for households, partners, or collaborators.Read 28 Sep 2026 · portfoliopilot.com
- Operating company
- PortfolioPilot is a technology product of Global Predictions Inc., an SEC Registered Investment Advisor.Read 28 Sep 2026 · portfoliopilot.com
- Performance reporting
- YesRead 24 Sep 2026 · portfoliopilot.com
- Planning tools
- The platform includes net-worth tracking, estate planning, retirement planning and scenario modeling.Read 28 Sep 2026 · portfoliopilot.com
- Premium support
- Gold and Platinum receive highest-priority escalation; Pro receives the highest support level.Read 28 Sep 2026 · portfoliopilot.com
- Premium trial
- Premium features have a 10-day free trial with no credit card required.Read 28 Sep 2026 · portfoliopilot.com
- Pro expert calls
- Pro includes quarterly 1:1 expert calls for setup and product questions.Read 28 Sep 2026 · portfoliopilot.com
- Read-only access
- PortfolioPilot can view holdings and balances but cannot place trades, move funds or make changes to connected accounts.Read 28 Sep 2026 · portfoliopilot.com
- Read-only access
- Connected accounts use read-only access, keeping users in control of their finances.Read 28 Sep 2026 · portfoliopilot.com
- Recommendation engine
- Its Recommendation Engine uses holdings, preferences and macro context to produce a Portfolio Score and prioritized actions.Read 28 Sep 2026 · portfoliopilot.com
- Refund support
- Refund questions are handled through support email.Read 28 Sep 2026 · portfoliopilot.com
- Risk analysis
- YesRead 24 Sep 2026 · portfoliopilot.com
- Security standard
- The service describes its security as bank-level security.Read 28 Sep 2026 · portfoliopilot.com
- Target users
- The platform is designed as an aid for self-directed investors, with Pro intended for investors with complex portfolios.Read 28 Sep 2026 · portfoliopilot.com
- Tax-lot tracking
- YesRead 24 Sep 2026 · portfoliopilot.com
- Users and assets
- The platform reports over 50,000 individuals and more than $40 billion in assets on the platform.Read 28 Sep 2026 · portfoliopilot.com
Plans and prices
Free Free $0 Multi-asset net worth tracking (unlimited accounts) · Full retirement & scenario planning · Portfolio assessment · Fund & stock discovery tools Free plan Read 28 Sep 2026 · portfoliopilot.com
Gold $29 a month Billed annually Personalized investment recommendations · Hidden-fee detection · Tax-impact and tax-saving opportunities · Limited AI assistant Monthly billing Read 28 Sep 2026 · portfoliopilot.com
Platinum $99 a month Billed annually Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations Monthly billing Read 28 Sep 2026 · portfoliopilot.com
Pro $149 a month Billed annually Quarterly expert call · Private-equity modeling · Liquidity and cash-flow analysis · Multi-user login · Secure statement uploads Monthly billing Read 28 Sep 2026 · portfoliopilot.com
Gold $240 a year $240/year; monthly billing $29/mo Personalized investing recommendations · Hidden fee detection · Tax impact & tax-saving opportunities · AI assistant (limited access) Read 28 Sep 2026 · portfoliopilot.com
Platinum $588 a year $588/year; monthly billing $99/mo Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations · Multiple real estate properties Read 28 Sep 2026 · portfoliopilot.com
Pro $1,188 a year $1,188/year; monthly billing $149/mo 1:1 quarterly expert call · Private equity modeling · Liquidity & cash-flow analysis · Multi-user login · Secure email for statement uploads Read 28 Sep 2026 · portfoliopilot.com
Where Specifiction places it
- Portfolio Management Software#13 of 818.5
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