Free
Free
Free plan
Multi-asset net worth tracking (unlimited accounts) · Full retirement & scenario planning · Portfolio assessment · Fund & stock discovery tools
Checked 28 Sep 2026
Plans and prices
PortfolioPilot pricing
Gold
$29 a month
Monthly billing
Personalized investment recommendations · Hidden-fee detection · Tax-impact and tax-saving opportunities · Limited AI assistant
Checked 28 Sep 2026
Platinum
$99 a month
Monthly billing
Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations
Checked 28 Sep 2026
Pro
$149 a month
Monthly billing
Quarterly expert call · Private-equity modeling · Liquidity and cash-flow analysis · Multi-user login · Secure statement uploads
Checked 28 Sep 2026
Gold
$240 a year
Personalized investing recommendations · Hidden fee detection · Tax impact & tax-saving opportunities · AI assistant (limited access)
Checked 28 Sep 2026
Platinum
$588 a year
Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations · Multiple real estate properties
Checked 28 Sep 2026
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
Checked 28 Sep 2026