Yes, we offer a two week free trial of both subscriptions and allow you to cancel at any time!
Gold and Platinum subscribers can expect to receive premium support. This means Gold and Platinum subscribers will have their issues escalated to the highest priority for our support team.
Subscriptions are billed monthly and can be canceled at any time through the Subscriptions tab. For any questions processing refunds, please contact us at [email protected].
Platinum adds AI equity search, unlimited research tool usage, fee optimization analytics, and an enhanced AI assistant (100 queries/day)—on top of everything in Gold.
Yes—annual billing saves about 30%: Gold drops from $29/month to $20/month ($240/year) and Platinum drops from $99/month to $69/month ($828/year). You can switch between monthly and yearly at any time.
Our portfolio management system simplifies the complicated investing process to help you try to improve performance while easing your stress. The platform allows you to connect all components of your net worth (multiple portfolios, real-estate, crypto, etc). After understanding your investor profile, the system uses a Recommendation Engine backed by hedge fund inspired insights to provide personalized suggestions, portfolio optimization, visualize diversification, and much more. We produce a personalized Portfolio Score to intuitively understand how changes to your investments will impact the overall portfolio.
PortfolioPilot is serious about keeping your data safe with bank-level security. We do not store any bank details or login information and do not have access to change/modify any of your investments - you are always in control. At any point, you can request for all personal information to be deleted.
Absolutely! Our opinion is that good investing principles don’t depend on age or station in life - they simply need to be aligned with your personal risk tolerance and liquidity needs. There is some slightly antiquated conventional wisdom that the best way to invest is to start buying more "income producing" assets the older you get (the so-called “glide path” or “target date” approach), but this usually means that you wind up with a fairly imbalanced portfolio that is almost all stocks in the beginning and then heavy on high-dividend / fixed-income towards the end. We think a better approach is to first think about your near-term liquidity needs and keep that money in short-dated fixed income or cash. Once your living expenses / emergencies are covered, you should build the best portfolio you can that does well in all environments. If your risk tolerance is not very high and your cash needs are proximate - which is often the case for retirees - you may wind up with a fair amount only invested in cash / money market / short-term fixed income, but this is absolutely fine! The important thing is that your risk-taking portfolio, whatever size it may be, is well diversified and balanced to macroeconomic drivers.