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PortfolioPilot
PortfolioPilot · San Francisco, California, United States
Plans and prices
Free
Multi-asset net worth tracking (unlimited accounts) · Full retirement & scenario planning · Portfolio assessment · Fund & stock discovery tools
Read 28 Sep 2026 · portfoliopilot.com
Gold
Personalized investment recommendations · Hidden-fee detection · Tax-impact and tax-saving opportunities · Limited AI assistant
Read 28 Sep 2026 · portfoliopilot.com
Gold
Personalized investing recommendations · Hidden fee detection · Tax impact & tax-saving opportunities · AI assistant (limited access)
Read 28 Sep 2026 · portfoliopilot.com
Platinum
Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research
Read 28 Sep 2026 · portfoliopilot.com
Platinum
Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research
Read 28 Sep 2026 · portfoliopilot.com
Pro
Quarterly expert call · Private-equity modeling · Liquidity and cash-flow analysis · Multi-user login
Read 28 Sep 2026 · portfoliopilot.com
Pro
1:1 quarterly expert call · Private equity modeling · Liquidity & cash-flow analysis · Multi-user login
Read 28 Sep 2026 · portfoliopilot.com
On the record
- Account connections
- PortfolioPilot connects to US and Canadian financial institutions through Plaid, SnapTrade and Yodlee, covering more than 12,000 institutions.portfoliopilot.com · read 28 Sep 2026
- Account security
- PortfolioPilot provides two-factor authentication for account protection.portfoliopilot.com · read 28 Sep 2026
- AI capabilities
- AI supports recommendations, forecasting, the assistant, portfolio uploads, and assessments.portfoliopilot.com · read 28 Sep 2026
- Allocation analysis
- Yesportfoliopilot.com · read 24 Sep 2026
- Asset coverage
- It can track brokerage accounts, retirement accounts, crypto, cash, loans, real estate, private equity, and precious metals.portfoliopilot.com · read 28 Sep 2026
- Asset class coverage
- multi_asset_alternativesportfoliopilot.com · read 24 Sep 2026
- Cancellation policy
- Subscriptions can be canceled at any time through the Subscriptions tab.portfoliopilot.com · read 28 Sep 2026
- Operating company
- PortfolioPilot is a technology product of Global Predictions Inc., an SEC Registered Investment Advisor.portfoliopilot.com · read 28 Sep 2026
- Company address
- The listed address is 2261 Market Street, San Francisco, California 94114.portfoliopilot.com · read 28 Sep 2026
- Users and assets
- The platform reports over 50,000 individuals and more than $40 billion in assets on the platform.portfoliopilot.com · read 28 Sep 2026
- Connected services
- The platform connects to more than 12,000 brokerages, banks, and crypto wallets.portfoliopilot.com · read 28 Sep 2026
- Credentials
- PortfolioPilot says it does not store banking credentials and that authorization is handled by Plaid, SnapTrade and Yodlee.portfoliopilot.com · read 28 Sep 2026
- Data control
- Users can disconnect accounts and request deletion of all personal data.portfoliopilot.com · read 28 Sep 2026
- Data refresh
- Portfolio data is recalculated daily, and manually imported holdings are repriced daily.portfoliopilot.com · read 28 Sep 2026
- Encryption
- PortfolioPilot says it uses 256-bit encryption for data across its entire system.portfoliopilot.com · read 28 Sep 2026
- Free account limit
- Free includes unlimited accounts for multi-asset net worth tracking.portfoliopilot.com · read 28 Sep 2026
- Geographic coverage
- PortfolioPilot supports US and Canadian exchanges and says international securities are not yet supported.portfoliopilot.com · read 28 Sep 2026
- Manual imports
- Users can add holdings by uploading PDF, CSV or Excel statements or by entering securities manually.portfoliopilot.com · read 28 Sep 2026
