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.