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PortfolioPilot pricing
7 plans on the record · a free plan · a free trial
Every plan
Free
$0
Multi-asset net worth tracking (unlimited accounts) · Full retirement & scenario planning · Portfolio assessment · Fund & stock discovery tools
Read 28 Sep 2026 · portfoliopilot.com
Gold
Billed annually
Personalized investment recommendations · Hidden-fee detection · Tax-impact and tax-saving opportunities · Limited AI assistant
Read 28 Sep 2026 · portfoliopilot.com
Gold
$240/year; monthly billing $29/mo
Personalized investing recommendations · Hidden fee detection · Tax impact & tax-saving opportunities · AI assistant (limited access)
Read 28 Sep 2026 · portfoliopilot.com
Platinum
Billed annually
Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations
Read 28 Sep 2026 · portfoliopilot.com
Platinum
$588/year; monthly billing $99/mo
Fee optimization · Tax-efficient distribution advice · Unlimited AI assistant · AI equity research · Custom future simulations · Multiple real estate properties
Read 28 Sep 2026 · portfoliopilot.com
Pro
Billed annually
Quarterly expert call · Private-equity modeling · Liquidity and cash-flow analysis · Multi-user login · Secure statement uploads
Read 28 Sep 2026 · portfoliopilot.com
Pro
$1,188/year; monthly billing $149/mo
1:1 quarterly expert call · Private equity modeling · Liquidity & cash-flow analysis · Multi-user login · Secure email for statement uploads
Read 28 Sep 2026 · portfoliopilot.com