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 pricing
● 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
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
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
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Reviewed vendor source
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