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

Free gives you a complete view of your net worth and access to core planning tools.

Gold adds personalized investment recommendations, hidden fee detection, tax impact analysis, tax-loss harvesting suggestions, and limited use of our AI Assistant.

Platinum includes everything in Gold plus fee optimization, tax-efficient distribution recommendations, AI equity research, future custom simulations, and full AI assistant access.

Pro is designed for investors with complex portfolios. It includes everything in Platinum plus 1:1 quarterly expert calls, private equity modeling, advanced liquidity & cash-flow analysis, multi-user login, and async document import.

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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