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PortfolioPilot pricing

Freemium#51 of 81 in Portfolio Management Software

PortfolioPilot costs from $20/mo on its cheapest paid plan; 4 plans in all, as listed on portfoliopilot.com — prices checked 24 Sep 2026.

4.3/10Editor score
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PortfolioPilot pricing at a glance

Plans Free plan · 10-day trialFreemium A usable free plan; paid tiers unlock the limits below. Prices checked 24 Sep 2026.
See plans on portfoliopilot.com

PortfolioPilot plans & pricing

PlanPriceKey limits
FreeFree
  • Multi-asset net-worth tracking
  • Retirement and scenario planning
  • Portfolio assessment
  • Fund and stock discovery tools
Gold$20/mo Billed annually$29/mo
  • Personalized investment recommendations
  • Hidden-fee detection
  • Tax-impact and tax-saving opportunities
  • Limited AI assistant
Platinum$49/mo Billed annually$99/mo
  • Fee optimization
  • Tax-efficient distribution advice
  • Unlimited AI assistant
  • AI equity research
  • Custom future simulations
Pro$99/mo Billed annually$149/mo
  • Quarterly expert call
  • Private-equity modeling
  • Liquidity and cash-flow analysis
  • Multi-user login
  • Secure statement uploads

Prices as published by the vendor on portfoliopilot.com, checked 24 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    10 days · no card needed
  • Built for
    Solo, Small business
  • Integrations
    3 integrations: Plaid, SnapTrade, Yodlee
  • Free plan
    Yes
  • Paid from
    $20/mo
  • Asset class coverage
    Multi_asset_alternatives

Our full PortfolioPilot verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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