Home / Comparisons / Magnifi vs PortfolioPilot
Magnifi vs PortfolioPilot (2026)
Price, free plan, features and SEC status side by side, from each company's own pages and the SEC database (verified 2026-10-26).
Magnifi
- Free: $0
- Premium: $99/yr
Free plan: yes · Trial: Not stated
Best for: Self-directed investors who want research and what-if analysis
Our take: Good value for investors who like digging into funds and scenarios. Doesn't do budgeting.
Try MagnifiPortfolioPilot
- Free: $0
- Gold: $20/mo billed annually; $29 monthly
- Platinum: $49/mo billed annually; $99 monthly
- Pro: $99/mo billed annually; $149 monthly
Free plan: yes · Trial: Not stated
Best for: Risk and allocation advice across brokerages
Our take: Serious analysis for serious portfolios, and unusually open about how it makes money. The upper tiers are priced for large, complex holdings.
Try PortfolioPilotWe may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure
Feature by feature
| Magnifi | PortfolioPilot | |
|---|---|---|
| Starts at | Free plan | Free plan |
| Free plan | yes | yes |
| Free trial | Not stated | Not stated |
| Budgeting | not listed | not listed |
| Planning | yes | yes |
| Portfolio analysis | yes | yes |
| Manages money | not listed | not listed |
| SEC-registered adviser | Yes, CRD 309397 | Yes, CRD 327520 |
| AI feature | Conversational portfolio analysis, scenario testing and forecasting | AI assistant (limited on Gold, unlimited on Platinum+), AI equity research |
| Last verified | 2026-10-26 | 2026-10-26 |
Which should you pick?
- Magnifi is best for: Self-directed investors who want research and what-if analysis.
- PortfolioPilot is best for: Risk and allocation advice across brokerages.
These picks are our editorial opinion. The facts above link to their sources on each app's page.
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