Free
Free
Free tier for understanding your financial picture without a credit card.
- Net worth
- Multi-asset net worth tracking with unlimited accounts
Portfolio Pilot
● Identity checkedAssistant · Vendor site 2026-10-04
PortfolioPilot is a hybrid-AI financial advisor for tracking net worth, optimizing taxes, and improving investments. The platform aggregates accounts, runs portfolio assessments, and layers personalized guidance with retirement, estate, and scenario planning tools.
- Category
- Assistant
- Free access
- The Free plan covers multi-asset net worth tracking, retirement planning, portfolio assessment, and fund discovery tools at $0.
- API access
- Not confirmed
Is Portfolio Pilot right for you?
A good fit for
Long-term investors who want AI-assisted portfolio review, tax optimization, and holistic financial planning in one dashboard.
Before you choose
Personalized investment advice requires a paid subscription to PortfolioPilot as a registered investment advisor technology product.
AI financial advisor
PortfolioPilot helps investors track holdings, optimize taxes, and receive hybrid-AI financial guidance with a free starting tier for holistic planning.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Net worth dashboard | PortfolioPilot tracks net worth across unlimited linked accounts with planning views. | Facts sourced | 2026-10-04 |
| Tax optimization | Paid tiers add continuous tax optimization, fee detection, and tax-efficient distribution guidance. | Facts sourced | 2026-10-04 |
| AI investing advice | PortfolioPilot advertises hybrid-AI financial guidance tailored to an investor's portfolio and goals. | Facts sourced | 2026-10-04 |
Understand the total cost
Portfolio Pilot pricing & plans
Gold
$20.00 /mo
Billed monthly on the pricing toggle; annual prepay discounts are advertised.
- Recommendations
- Investing recommendations and hidden fee detection on Gold
Platinum
$49.00 /mo
Billed monthly with optional annual billing discounts on the pricing page.
- AI assistant
- Unlimited AI assistant access on Platinum
Pro
$99.00 /mo
Billed monthly; includes white-glove support for complex assets on Pro.
- Expert access
- Quarterly 1:1 expert calls on the Pro tier
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Frequently asked questions
What is Portfolio Pilot used for?
PortfolioPilot is a hybrid-AI financial advisor for tracking net worth, optimizing taxes, and improving investments. The platform aggregates accounts, runs portfolio assessments, and layers personalized guidance with retirement, estate, and scenario planning tools.
Does Portfolio Pilot have a free plan?
The Free plan covers multi-asset net worth tracking, retirement planning, portfolio assessment, and fund discovery tools at $0.. This record lists ongoing free access; check the plan limits before starting.
How much does Portfolio Pilot cost?
The listed monthly price is $20.00 USD at monthly billing. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use Portfolio Pilot through an API?
Not confirmed. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
Personalized investment advice requires a paid subscription to PortfolioPilot as a registered investment advisor technology product.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.