Back to FAQs

What's the difference between Free, Gold, Platinum, and Pro?

PortfolioPilot offers four plans, each building on the previous:

FeatureFreeGoldPlatinumPro
Net worth tracking (unlimited accounts)✓✓✓✓
Retirement & scenario planning✓✓✓✓
Portfolio assessment✓✓✓✓
Fund & stock discovery tools✓✓✓✓
Estate Planning Checklist✓✓✓✓
Personalized recommendations-✓✓✓
Hidden fee detection-✓✓✓
Tax impact & harvesting-✓✓✓
AI Assistant-LimitedUnlimitedUnlimited
Fee Optimization (Fee Saver)--✓✓
Tax-efficient distribution advice--✓✓
AI Equity Research--✓✓
Custom future simulations--✓✓
Multiple real estate properties--✓✓
1:1 quarterly expert call---✓
Private equity modeling---✓
Liquidity & cash-flow analysis---✓
Multi-user login---✓
Email document import---✓
Monthly price (billed monthly)$0$29$99$149
Monthly price (billed annually)$0$20$49$99

All paid plans include a 10-day free trial with full Pro-level access - no credit card required. You can switch between monthly and annual billing at any time from Settings → Subscription. Annual billing saves 30–50% compared to monthly.

Last updated on
July 30, 2026

How optimized is your portfolio?

PortfolioPilot is used by over 50,000 individuals to analyze their portfolios of over $40 billion1,3. Discover your portfolio score now:

Sign up for free