Exirio vs PortfolioPilot
Exirio
exirio.comPortfolioPilot
portfoliopilot.comSide by side
| Figure | Exirio | PortfolioPilot |
|---|---|---|
| Price from | $7.42/mo | $20/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 5 | 7 |
| Spec score · Portfolio Management Software | 8.5 (#11) | 8.5 (#13) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Free plan | Yes | The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. |
| Headquarters | Dover, Delaware, USA | San Francisco, California, United States |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | The benefits page advertises 24/7 support, while Premium includes priority support. | Gold, Platinum and Pro subscribers receive premium support, while Pro includes priority quarterly 1:1 expert calls for setup and product questions. |
Plans
Exirio
- Starter$9 a month
- Premium$28 a month
- Starter$89 a year
- Premium$275 a year
- InstitutionalPriced on request
PortfolioPilot
- FreeFree
- Gold$29 a month
- Platinum$99 a month
- Pro$149 a month
- Gold$240 a year
- Platinum$588 a year
- Pro$1,188 a year
In their own words
PortfolioPilot
PortfolioPilot has no write-up on Specifiction yet; its figures are above.