






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
![]() | ![]() | ![]() | ![]() | ![]() | |
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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 |
Popular Portfolio Tracking Articles
View moreExplore More of PortfolioPilot’s Features
One platform, so much to offer – explore everything we offer to make your financial journey simpler and more effective:
Frequently asked questions
If you need help or have a question that isn't listed below, check out our Help Center or send us an email.
Do I have to pay anything to use the portfolio tracker?
No. It’s completely free—no hidden costs or credit card needed.
Which banks, brokerages, or other accounts can I connect?
Secure connectivity to 12,000+ banks, brokerages, crypto wallets, and investment platforms in the US and Canada.
Can I track crypto, DeFi, NFTs, and other digital assets?
Yes—balances from major exchanges and wallets, plus DeFi positions and NFTs.
Can I add assets that aren’t at a financial institution?
Absolutely. Manually enter real estate, private equity, loans, vehicles, precious metals, collectibles, and more.
How often does my data refresh?
Most linked accounts update daily.
Can PortfolioPilot track my option positions?
Yes, PortfolioPilot can track most options and will automatically be pulled in from connected accounts... Read more.
Which stock exchanges does PortfolioPilot track?
PortfolioPilot tracks all major U.S. and Canadian stock exchanges... read more.
Can PortfolioPilot track my entire net worth?
Yes, a part of our offering is comprehensive net worth tracking. PortfolioPilot allows you to track your entire net worth, including securities, real estate, private equity, cash... read more.
How do I track my dividend returns?
PortfolioPilot will automatically track dividends for each security and take this into account for your net worth and expected returns. To view a breakdown of your dividends... read more.
How can I track my debt or loans?
You can track debt and other liabilities in PortfolioPilot in several ways, depending on the type of loan... read more.