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

PortfolioPilot offers four plans, each building on the previous:

Feature Free Gold Platinum Pro
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.

How optimized is your portfolio?

PortfolioPilot is used by over 40,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:

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