PORTFOLIO TRACKING

Finally Take Control of Your Finances

Track all your assets in only one place for free - no hidden costs and no credit card needed.

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Automated Tracking of Your Entire Portfolio for FREE

With bank-level security connections, stay ahead
of any movement in your wealth.

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No credit card required

Connect with Banks & Brokerages

Secure connectivity to over 12,000 Banks, Brokerages, and Investment Accounts.

Easily Track Your Stocks

Connect your accounts and easily track all your stocks, ETFs, or Mutual Funds around the world.

Track Your Crypto Assets, Including DeFi, NFTs, and Memecoins

Get the latest balances from your crypto wallets and exchanges without feeling overwhelmed.

Track Your Crypto Assets, Including DeFi, NFTs, and Memecoins

Get the latest balances from your crypto wallets and exchanges without feeling overwhelmed.

Track all Your Asset Updates in one Place

Follow your home, autos, metals, domains and more asset values.

Ready to Improve Your Portfolio?

Get a complete Portfolio Score and financial report card.

Match your Risk to your Objectives

How closely your current risk (volatility) matches your risk preference.

Optimize your Risk-Adjusted Return

Your expected performance over portfolio risk calculated as the Sharpe Ratio.

Improve your Downside Protection

How well protected your portfolio is against the chance of loss occurring in rare events.

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Why Is Our Portfolio Tracking Completely Free?

Sounds too good to be true… in reality our company makes money from our personal AI financial adviser.

You can use our fully-featured portfolio tracker for free, with no credit card required, and we hope that at some point you trial our premium tiers and take advantage of our personalized financial advice as well.

It’s a business model that works for us, and allows us to offer high quality portfolio tracking and portfolio assessment for free to tens of thousands of users.

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Compare Before Choosing PortfolioPilot

Comparison made using public information on October 17, 2024, for popular trackers at the lowest pricing level where you can connect accounts and not be restricted by number of holdings

Cost (per year)$199Free$249$216
Portfolio Report Card & Scoring
Basic Analytics
Modern Interface
Advanced Analytics
Scenario Modeling
Stock and Funds Screeners
Personalized Insights
Bank-Level Security
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Over 22,000 Individuals use PortfolioPilot to track their total Net Worth

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Explore More of PortfolioPilot’s Features

One platform, so much to offer – explore everything we offer to make your financial journey simpler and more effective:

Portfolio Tracking

Easily Track and Manage your entire portfolio.

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Scenario Modeling

Simulate financial scenarios and prepare for future challenges.

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Investment Advice

Get personalized, actionable recommendations to improve your portfolio performance.

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Estate Planning

Plan, organize, and secure your legacy.

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Tax Optimization

Learn more about personalized recommendations for tax-loss harvesting.

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