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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

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

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