Take full control of your finances with personalized and cost-effective financial advice.
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Free

$0
Understand your entire financial picture with planning and investing tools.
Get started
  • Multi-asset net worth tracking (unlimited accounts)
    • Full retirement & scenario planning
      • Portfolio assessment
        • Fund & stock discovery tools

          Gold

          $20/mo
          $29/mo
          Continuously optimize your finances with personalized recommendations.
          Start free trial
          Includes everything in Free plus:
          Investing recommendations
          Personalized suggestions based on your current portfolio, expected returns, dividends, tax impact, risk preferences, goals, and downside protection - designed to go beyond standard model portfolios.
          Hidden fee detection
          Tax impact & tax-saving opportunities
          AI assistant (limited access)

          Platinum

          $49/mo
          $99/mo
          Get deeper guidance and explore options before making important decisions.
          Start free trial
          Includes everything in Gold plus:
          Fee optimization
          Tax-efficient distribution advice
          Specific guidance on withdrawals and income planning to help re-balance & reduce unnecessary taxes.
          AI assistant (unlimited)
          AI equity research
          Custom future simulations
          Stress-test your portfolio against any scenario - from inflation shocks to geopolitical events.
          Multiple real estate properties

          Pro

          $99/mo
          $149/mo
          Manage complex assets and structures with white-glove support.
          Start free trial
          Includes everything in Platinum plus:
          1:1 quarterly expert call
          Work with a PortfolioPilot product expert to review your setup and reports. Not individualized financial advice or a dedicated advisor relationship.
          Private equity modeling
          Liquidity & cash-flow analysis
          Multi-user login
          Secure email for statement uploads

          Free

          $0
          Understand your entire financial picture with planning and investing tools.
          Get started
          • Multi-asset net worth tracking (unlimited accounts)
            • Full retirement & scenario planning
              • Portfolio assessment
                • Fund & stock discovery tools

                  Gold

                  $29/mo
                  Continuously optimize your finances with personalized recommendations.
                  Start free trial
                  Includes everything in Free plus:
                  Investing recommendations
                  Personalized suggestions based on your current portfolio, expected returns, dividends, tax impact, risk preferences, goals, and downside protection - designed to go beyond standard model portfolios.
                  Hidden fee detection
                  Tax impact & tax-saving opportunities
                  AI assistant (limited access)

                  Platinum

                  $99/mo
                  Get deeper guidance and explore options before making important decisions.
                  Start free trial
                  Includes everything in Gold plus:
                  Fee optimization
                  Tax-efficient distribution advice
                  Specific guidance on withdrawals and income planning to help re-balance & reduce unnecessary taxes.
                  AI assistant (unlimited)
                  AI equity research
                  Custom future simulations
                  Stress-test your portfolio against any scenario - from inflation shocks to geopolitical events.
                  Multiple real estate properties

                  Pro

                  $149/mo
                  Manage complex assets and structures with white-glove support.
                  Start free trial
                  Includes everything in Platinum plus:
                  1:1 quarterly expert call
                  Work with a PortfolioPilot product expert to review your setup and reports. Not individualized financial advice or a dedicated advisor relationship.
                  Private equity modeling
                  Liquidity & cash-flow analysis
                  Multi-user login
                  Secure email for statement uploads
                  PortfolioPilot platform displayed on a laptop and smartphone.
                  With over $30B of assets on the platform, join tens of thousands of others who are taking control of their finances1

                  Frequently Asked Questions

                  I am retired. Does PortfolioPilot work for me?