PortfolioPilot
The facts below are what the maker publishes about PortfolioPilot, checked and dated. Our editors have not written about it yet.
Plans and prices
From PortfolioPilot's own pricing page, checked 28 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Free plan · Multi-asset net worth tracking (unlimited accounts) · Full retirement & scenario planning · Portfolio assessment · Fund & stock discovery tools · $0 |
| Gold | $29 a month | Monthly billing · Personalized investment recommendations · Hidden-fee detection · Tax-impact and tax-saving opportunities · Limited AI assistant · Billed annually |
| Platinum | $99 a month | Monthly billing · Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations · Billed annually |
| Pro | $149 a month | Monthly billing · Quarterly expert call · Private-equity modeling · Liquidity and cash-flow analysis · Multi-user login · Secure statement uploads · Billed annually |
| Gold | $240 a year | Personalized investing recommendations · Hidden fee detection · Tax impact & tax-saving opportunities · AI assistant (limited access) · $240/year; monthly billing $29/mo |
| Platinum | $588 a year | Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations · Multiple real estate properties · $588/year; monthly billing $99/mo |
| Pro | $1,188 a year | 1:1 quarterly expert call · Private equity modeling · Liquidity & cash-flow analysis · Multi-user login · Secure email for statement uploads · $1,188/year; monthly billing $149/mo |
The facts
Each one read from PortfolioPilot's own pages, with the date it was checked.
What it does
- Account connections
- PortfolioPilot connects to US and Canadian financial institutions through Plaid, SnapTrade and Yodlee, covering more than 12,000 institutions.checked 28 Sep 2026
- Account security
- PortfolioPilot provides two-factor authentication for account protection.checked 28 Sep 2026
- Advice requires subscription
- Personalized investment advice requires a subscription.checked 28 Sep 2026
- AI capabilities
- AI supports recommendations, forecasting, the assistant, portfolio uploads, and assessments.checked 28 Sep 2026
- Allocation analysis
- Yeschecked 24 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 24 Sep 2026
- Asset coverage
- It can track brokerage accounts, retirement accounts, crypto, cash, loans, real estate, private equity, and precious metals.checked 28 Sep 2026
- Bank data handling
- The pricing page says bank details and login information are not stored.checked 28 Sep 2026
- Cancellation policy
- Subscriptions can be canceled at any time through the Subscriptions tab.checked 28 Sep 2026
- Connected services
- The platform connects to more than 12,000 brokerages, banks, and crypto wallets.checked 28 Sep 2026
- Credentials
- PortfolioPilot says it does not store banking credentials and that authorization is handled by Plaid, SnapTrade and Yodlee.checked 28 Sep 2026
- Data control
- Users can disconnect accounts and request deletion of all personal data.checked 28 Sep 2026
- Data refresh
- Portfolio data is recalculated daily, and manually imported holdings are repriced daily.checked 28 Sep 2026
- Encryption
- PortfolioPilot says it uses 256-bit encryption for data across its entire system.checked 28 Sep 2026
- Geographic coverage
- PortfolioPilot supports US and Canadian exchanges and says international securities are not yet supported.checked 28 Sep 2026
- Manual imports
- Users can add holdings by uploading PDF, CSV or Excel statements or by entering securities manually.checked 28 Sep 2026
- Mobile availability
- There is no dedicated iOS or Android app; the web application is mobile-optimized and works in a mobile browser.checked 28 Sep 2026
- Multi-user access
- Pro supports multiple users on the same account for households, partners, or collaborators.checked 28 Sep 2026
- Performance reporting
- Yeschecked 24 Sep 2026
The company
- Company address
- The listed address is 2261 Market Street, San Francisco, California 94114.checked 28 Sep 2026
- Headquarters
- San Francisco, California, United Stateschecked 19 Oct 2026
- Operating company
- PortfolioPilot is a technology product of Global Predictions Inc., an SEC Registered Investment Advisor.checked 28 Sep 2026
Money
- Free account limit
- Free includes unlimited accounts for multi-asset net worth tracking.checked 28 Sep 2026
- Free plan
- The free plan includes planning, investing tools, net worth tracking, and portfolio assessment.checked 28 Sep 2026
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