Automated Tracking of Your Entire Portfolio for FREE
With bank-level security connections, stay ahead
of any movement in your wealth.
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.
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.
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) | Free | $199 | Free | $249 | $216 |
Portfolio Report Card & Scoring | |||||
Basic Analytics | |||||
Modern Interface | |||||
Advanced Analytics | |||||
Scenario Modeling | |||||
Stock and Funds Screeners | |||||
Personalized Insights | |||||
Bank-Level Security |
Over 22,000 Individuals use PortfolioPilot to track their total Net Worth
Track Now for FreeExplore More of PortfolioPilot’s Features
One platform, so much to offer – explore everything we offer to make your financial journey simpler and more effective: