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Free

Smart Portfolio Monitoring to let you stay on top of your finances
  • Net worth tracking
    • Portfolio Management Features
      • Portfolio analysis & score
      • Efficient Frontier Optimizer
      • Draft portfolio
    • Scenario modeling
      • Estate planning
        • Investment Research Tools
          • Smart fund & stock screeners

        Gold

        Gold

        $29 per/mo
        14 day trial
        Trusted Advisor with active improvement
        • All Free features
        • Recommendations
          Unlimited access to recommendations.
          Recommendations will adapt to your needs and gradually improve over time.
        • AI Assistant (5 queries a day)
          Can answer questions about investing definitions and anything investing related.
        • Fee visualization
          See everything you pay.
        • Tax Impact & Continuous tax-loss harvesting
          NEW
          Optimize your taxes.
        • Premium support & portfolio import assistance
          We’ll help you to import your net worth.

        Platinum

        $99 per/mo
        14 day trial
        Advanced Investor to maximize returns & limit downside
        • All Free + Gold features
        • Fee optimization
          NEW
          Don’t overpay fees any more.
        • AI equity search
          Semantic equities search tool. Compare to benchmarks and find alpha.
        • Unlimited research
          • Full stock screener
          • Unlimited draft portfolios
          • AI Assistant (100 queries a day)

        Free

        Smart Portfolio Monitoring to let you stay on top of your finances
        • Net worth tracking
          • Portfolio Management Features
            • Portfolio analysis & score
            • Efficient Frontier Optimizer
            • Draft portfolio
          • Scenario modeling
            • Estate planning
              • Investment Research Tools
                • Smart fund & stock screeners

              Gold

              Gold

              $29 per/mo
              $20 per/mo
              14 day trial
              Trusted Advisor with active improvement
              • All Free features
              • Recommendations
                Unlimited access to recommendations.
                Recommendations will adapt to your needs and gradually improve over time.
              • AI Assistant (5 queries a day)
                Can answer questions about investing definitions and anything investing related.
              • Fee visualization
                See everything you pay.
              • Tax Impact & Continuous tax-loss harvesting
                NEW
                Optimize your taxes.
              • Premium support & portfolio import assistance
                We’ll help you to import your net worth.

              Platinum

              $99 per/mo
              $69 per/mo
              14 day trial
              Advanced Investor to maximize returns & limit downside
              • All Free + Gold features
              • Fee optimization
                NEW
                Don’t overpay fees any more.
              • AI equity search
                Semantic equities search tool. Compare to benchmarks and find alpha.
              • Unlimited research
                • Full stock screener
                • Unlimited draft portfolios
                • AI Assistant (100 queries a day)
              PortfolioPilot platform displayed on a laptop and smartphone.
              With over $20B of assets on the platform, join tens of thousands of others who are taking control of their finances1

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