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What are the benefits of a Platinum subscription?

Platinum subscribers will receive all the benefits of a Gold subscription in addition to Fee optimization, AI equity research, and unlimited access to research tools (stock screener, unlimited draft portfolios, 100 queries/day for the AI Assistant).

How optimized is your portfolio?

PortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:

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1: As of February 20, 2025