PortfolioPilot review & pricing
AI investing & planning advisor
Free plan: yes · Trial: Not stated
We may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure
Our take: Serious analysis for serious portfolios, and unusually open about how it makes money. The upper tiers are priced for large, complex holdings.
Best for: Risk and allocation advice across brokerages
PortfolioPilot pricing
| Plan | Price | Source |
|---|---|---|
| Free | $0 | source |
| Gold | $20/mo billed annually; $29 monthly | source |
| Platinum | $49/mo billed annually; $99 monthly | source |
| Pro | $99/mo billed annually; $149 monthly | source |
Free plan: yes · Free trial: Not stated (source)
What it actually does
| Budgeting | not listed |
| Planning | yes |
| Portfolio analysis | yes |
| Manages money | not listed |
Source: https://portfoliopilot.com/pricing
The AI part
AI assistant (limited on Gold, unlimited on Platinum+), AI equity research (source)
Is PortfolioPilot an SEC-registered investment adviser?
- Firm: GLOBAL PREDICTIONS INC, CRD 327520 (SEC IAPD)
- SEC registration effective: 2023-08-14
- How we matched the app to the firm: PortfolioPilot's pricing page footer references Global Predictions as the company. (source)
Advisors: see the AI tools RIAs use for notes, compliance and planning
Check the current price on their site. Prices change, and we re-verify weekly.
We may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure