PortfolioPilot pricing
7 plans read from portfoliopilot.com
FreeFree $0Multi-asset net worth tracking (unlimited accounts) · Full retirement & scenario planning · Portfolio assessment · Fund & stock discovery toolsFree plan Read 28 Sep 2026 · portfoliopilot.com
Gold$29 a month Billed annuallyPersonalized investment recommendations · Hidden-fee detection · Tax-impact and tax-saving opportunities · Limited AI assistantMonthly billing Read 28 Sep 2026 · portfoliopilot.com
Platinum$99 a month Billed annuallyFee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulationsMonthly billing Read 28 Sep 2026 · portfoliopilot.com
Pro$149 a month Billed annuallyQuarterly expert call · Private-equity modeling · Liquidity and cash-flow analysis · Multi-user login · Secure statement uploadsMonthly billing Read 28 Sep 2026 · portfoliopilot.com
Gold$240 a year $240/year; monthly billing $29/moPersonalized 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/moFee 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/mo1:1 quarterly expert call · Private equity modeling · Liquidity & cash-flow analysis · Multi-user login · Secure email for statement uploads Read 28 Sep 2026 · portfoliopilot.com
In short
- PortfolioPilot has a free plan (Free).
- A free trial is offered.
- Paid plans published: 6, from $240 a year.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Finary | €3.75/mo | Yes | Yes |
| Sharesight | $7/mo | Yes | No |
| Stock Rover | $2/mo | Yes | Yes |
| rotki | €9/mo | Yes | No |
| Snowball Analytics | $6.67/mo | Yes | Yes |
| FundCount | $333.33/mo | No | No |
| Portfolio Performance | $2.08/mo | Yes | Yes |
| CoinTracking | $4.08/mo | Yes | Yes |