Freedom251 › Portfolio Management Software
PortfolioPilot
What PortfolioPilot is
PortfolioPilot is a web platform that brings investment accounts and other parts of net worth into one view for analysis and recommendations. It can track brokerage and retirement accounts, crypto, cash, loans, real estate, private equity and precious metals. Users can connect through Plaid, SnapTrade and Yodlee, which cover more than 12,000 institutions in the US and Canada, or add holdings with PDF, CSV or Excel statements and manual entries. Analysis includes performance, allocation, risk and tax-lot tracking, alongside retirement and estate planning and scenario modeling. Its Recommendation Engine uses holdings, preferences and macro context to produce a Portfolio Score and prioritized actions. AI supports recommendations, forecasting, an assistant, portfolio uploads and assessments. The free plan includes unlimited accounts for multi-asset net-worth tracking; personalized investment advice requires a subscription. Premium features have a 10-day trial without a credit card. Gold is $29 a month, Platinum is $99 a month and Pro is $149 a month, each billed annually. The mobile-optimized web app works in a mobile browser, but there is no dedicated iOS or Android app.
Who it suits
PortfolioPilot is aimed at self-directed investors who want to track multiple asset types and review portfolio analysis. Pro is intended for investors with complex portfolios and includes multi-user access and quarterly expert calls.
What it does well
- Tracks a wide range of financial and real estate assets
- Connects to more than 12,000 institutions
- Free plan includes unlimited net-worth tracking accounts
- Premium features have a 10-day trial without a credit card
- Supports PDF, CSV and Excel statement uploads
What to know first
- Personalized investment advice requires a subscription
- No dedicated iOS or Android app
- International securities are not yet supported
Limits
The free plan does not include personalized investment advice, which requires a subscription. Premium features have a 10-day free trial; paid plans start at $20 per user per month, while Gold, Platinum, and Pro are listed at $29, $99, and $149 per month, respectively, billed annually.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | $0 · Multi-asset net worth tracking (unlimited accounts) · Full retirement & scenario planning · Portfolio assessment · Fund & stock discovery tools | Free |
| Gold | Billed annually · Personalized investment recommendations · Hidden-fee detection · Tax-impact and tax-saving opportunities · Limited AI assistant | $29 a month |
| Platinum | Billed annually · Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations | $99 a month |
| Pro | Billed annually · Quarterly expert call · Private-equity modeling · Liquidity and cash-flow analysis · Multi-user login · Secure statement uploads | $149 a month |
| Pro | $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 | $1,188 a year |
| Gold | $240/year; monthly billing $29/mo · Personalized investing recommendations · Hidden fee detection · Tax impact & tax-saving opportunities · AI assistant (limited access) | $240 a year |
| Platinum | $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 | $588 a year |
As portfoliopilot.com lists them, read 28 Sept 2026. The maker's own page has the final word.
Getting started
- Open portfoliopilot.com in a web browser.
- Create a free account for multi-asset tracking or try premium features for 10 days without a credit card.
- Connect eligible financial accounts through Plaid, SnapTrade, or Yodlee.
- Alternatively, upload PDF, CSV, or Excel statements or enter securities manually.
- Choose a paid subscription for personalized investment advice or other subscription features.
Verdict
PortfolioPilot combines multi-asset tracking, planning tools and portfolio analysis, with a free plan and a no-card premium trial. Investors seeking personalized investment advice need a subscription; the web app supports US and Canadian exchanges, not international securities.
Questions
Is PortfolioPilot free?
Yes. Its free plan includes unlimited accounts for multi-asset net-worth tracking, retirement and scenario planning, portfolio assessment, and fund and stock discovery.
How much do paid plans cost?
Paid access starts at $20 per user per month. Gold is $29 per month, Platinum is $99 per month, and Pro is $149 per month; those plans are billed annually.
Is there a free trial?
Yes. Premium features have a 10-day free trial, and no credit card is required.
Which devices does PortfolioPilot support?
PortfolioPilot is a web application optimized for mobile browsers. It does not have a dedicated iOS or Android app.
Can it connect to financial accounts?
It connects to more than 12,000 US and Canadian financial institutions through Plaid, SnapTrade, and Yodlee. Holdings can also be added through statement uploads or manual entries.
Who makes PortfolioPilot?
PortfolioPilot is a technology product of Global Predictions Inc., an SEC Registered Investment Advisor.
Facts from PortfolioPilot's own pages
- Account connections
- PortfolioPilot connects to US and Canadian financial institutions through Plaid, SnapTrade and Yodlee, covering more than 12,000 institutions. · portfoliopilot.com, 28 Sept 2026
- Account security
- PortfolioPilot provides two-factor authentication for account protection. · portfoliopilot.com, 28 Sept 2026
- AI capabilities
- AI supports recommendations, forecasting, the assistant, portfolio uploads, and assessments. · portfoliopilot.com, 28 Sept 2026
- Allocation analysis
- Yes · portfoliopilot.com, 24 Sept 2026
- Asset coverage
- It can track brokerage accounts, retirement accounts, crypto, cash, loans, real estate, private equity, and precious metals. · portfoliopilot.com, 28 Sept 2026
- Asset class coverage
- multi_asset_alternatives · portfoliopilot.com, 24 Sept 2026
- Cancellation policy
- Subscriptions can be canceled at any time through the Subscriptions tab. · portfoliopilot.com, 28 Sept 2026
- Operating company
- PortfolioPilot is a technology product of Global Predictions Inc., an SEC Registered Investment Advisor. · portfoliopilot.com, 28 Sept 2026
- Company address
- The listed address is 2261 Market Street, San Francisco, California 94114. · portfoliopilot.com, 28 Sept 2026
- Users and assets
- The platform reports over 50,000 individuals and more than $40 billion in assets on the platform. · portfoliopilot.com, 28 Sept 2026
- Connected services
- The platform connects to more than 12,000 brokerages, banks, and crypto wallets. · portfoliopilot.com, 28 Sept 2026
- Credentials
- PortfolioPilot says it does not store banking credentials and that authorization is handled by Plaid, SnapTrade and Yodlee. · portfoliopilot.com, 28 Sept 2026
- Data control
- Users can disconnect accounts and request deletion of all personal data. · portfoliopilot.com, 28 Sept 2026
- Data refresh
- Portfolio data is recalculated daily, and manually imported holdings are repriced daily. · portfoliopilot.com, 28 Sept 2026
- Encryption
- PortfolioPilot says it uses 256-bit encryption for data across its entire system. · portfoliopilot.com, 28 Sept 2026
- Free account limit
- Free includes unlimited accounts for multi-asset net worth tracking. · portfoliopilot.com, 28 Sept 2026
- Free plan
- The free plan includes planning, investing tools, net worth tracking, and portfolio assessment. · portfoliopilot.com, 28 Sept 2026
- Geographic coverage
- PortfolioPilot supports US and Canadian exchanges and says international securities are not yet supported. · portfoliopilot.com, 28 Sept 2026
- Headquarters
- San Francisco, California, United States · portfoliopilot.com, 19 Oct 2026
- Manual imports
- Users can add holdings by uploading PDF, CSV or Excel statements or by entering securities manually. · portfoliopilot.com, 28 Sept 2026
- Mobile availability
- There is no dedicated iOS or Android app; the web application is mobile-optimized and works in a mobile browser. · portfoliopilot.com, 28 Sept 2026
- Performance reporting
- Yes · portfoliopilot.com, 24 Sept 2026
- Advice requires subscription
- Personalized investment advice requires a subscription. · portfoliopilot.com, 28 Sept 2026
- Planning tools
- The platform includes net-worth tracking, estate planning, retirement planning and scenario modeling. · portfoliopilot.com, 28 Sept 2026
Where PortfolioPilot stands on Freedom251
- Portfolio Management Software#13 of 81