PortfolioPilot
PortfolioPilot is ranked #5 of 81 in portfolio management software on The Geeks Club, made by PortfolioPilot (San Francisco, California, United States). It runs on Web. There is a free plan. A free trial is offered. Paid plans start at $1.67/mo.
PortfolioPilot plans and pricing
All plansFree Free $0 Multi-asset net worth tracking (unlimited accounts) · Full retirement & scenario planning · Portfolio assessment · Fund & stock discovery tools portfoliopilot.com · 28 Sept 2026
Gold $29/mo Billed annually Personalized investment recommendations · Hidden-fee detection · Tax-impact and tax-saving opportunities · Limited AI assistant portfoliopilot.com · 28 Sept 2026
Platinum $99/mo Billed annually Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations portfoliopilot.com · 28 Sept 2026
Pro $149/mo Billed annually Quarterly expert call · Private-equity modeling · Liquidity and cash-flow analysis · Multi-user login · Secure statement uploads portfoliopilot.com · 28 Sept 2026
Gold $20/yr $240/year; monthly billing $29/mo Personalized investing recommendations · Hidden fee detection · Tax impact & tax-saving opportunities · AI assistant (limited access) portfoliopilot.com · 28 Sept 2026
Platinum $49/yr $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 portfoliopilot.com · 28 Sept 2026
Compared on portfolio management software
- Free plan
- Yes
- Paid from
- $20/user/mo
- Asset class coverage
- multi_asset_alternatives
- Performance reporting
- Yes
- Allocation analysis
- Yes
- Risk analysis
- Yes
- Tax-lot tracking
- Yes
