Pricing
PortfolioPilot pricing
As portfoliopilot.com lists them, read 28 Sept 2026. The maker's own page has the final word.
| 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 |
From portfoliopilot.com.