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What's the price of PortfolioPilot? How much does your subscription cost?

PortfolioPilot has four plans. Rates below are billed annually; monthly billing is available at a higher rate.

  • Free - $0. Multi-asset net worth tracking, full retirement and scenario planning, and your Portfolio Score.
  • Gold - $20/month. Adds personalized investing recommendations, hidden fee detection, and tax-loss harvesting opportunities.
  • Platinum - $49/month. Adds the fee saver, tax-efficient distribution advice, unlimited AI Assistant, and AI equity research.
  • Pro - $99/month. Adds a quarterly 1:1 expert call, private equity modeling, and multi-user access.

Every paid plan starts with a 10-day free trial at the Pro level, and no credit card is required to start it.

For the full feature-by-feature comparison, see the pricing page.

Last updated on
July 29, 2026

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