PortfolioPilot
Features
- Net worth aggregation across 12,000+ brokerages, banks and crypto wallets
- Tracks real estate, collectibles and private equity
- AI Portfolio Score for risk, volatility and vulnerabilities
- Tax-loss harvesting and tax impact analysis
- Hidden fee and expense ratio detection
- Monte Carlo simulations for 12-month return bands
- Natural language AI financial assistant
- Retirement planning and scenario modeling
- Rebalancing suggestions and risk alerts
Pricing Details
💰 Pricing Model Item Details: Consumer fintech SaaS model split into an open foundational tracking layer alongside escalating premium subscription tiers based on feature depth, asset tracking complexity, and expert guidance. General Concept: Keeps multi-asset baseline net worth tracking completely free for the public, scaling subscription charges around sophisticated tax optimizations and deeper AI research capacities. 🆓 Free Plan Details Feature: Baseline Portfolio Evaluation & Net Worth Account. Details: Unlocks unlimited asset account syncing, multi-asset net worth dashboard tracking, complete retirement planning frameworks, general scenario modeling tools, basic portfolio scoring metrics, and standard stock discovery filters. Cost: Free ($0 open baseline registration). 💳 Paid Plans (Official 2026 Standards) Annual billing selections unlock massive discounts—dropping Gold tier down to $20/month, Platinum to $49/month, and Pro to $99/month: Tier Structure Monthly Rate Focus, Data Boundaries & Core Deliverables 🥇 PortfolioPilot Gold $29.00 / month Built for active self-directed investors. Includes everything in the Free tier plus personalized investment recommendations, hidden fee detection, tax impact analysis, real-time tax-saving strategies, and limited access to the AI financial assistant. 🥈 PortfolioPilot Platinum $99.00 / month Most Popular Advanced Lane. Tailored for high-net-worth operators. Unlocks fee optimization modules, specialized tax-efficient distribution advice, unlimited AI assistant interactions, AI equity research tools, multiple real estate tracking layers, and custom macroeconomic stress-test simulations. 💎 PortfolioPilot Pro $149.00 / month Engineered for complex family holding structures and advanced personal funds. Unlocks everything in Platinum, alongside advanced private equity modeling nodes, liquidity/cash-flow charts, multi-user workspace access, and 1:1 quarterly consultative calls with a product expert.