PortfolioPilot
FreeAI personal financial advisor
About PortfolioPilot
Portfolio analysis, investment recommendations, tax optimisation, and retirement planning using hedge fund-inspired AI models — with a meaningful free tier that includes real analysis rather than just a teaser. Connects to your existing brokerage accounts and gives you the kind of personalised financial view that used to require a private wealth manager.
Pricing plans
- Portfolio analysis
- AI scoring + recommendations
- Unlimited accounts
- AI advisor chat
- Tax optimisation
- Retirement planning
How PortfolioPilot compares
| Directr tier | B | S | A | A |
| Price | Free / From $20/mo | From $10K/seat/yr | Free / $269/yr Premium | From $10/mo |
| Free tier | Portfolio analysis & scoring | None | Limited article access | Limited stocks |
| API access | ✗ | ✓ | ✗ | ✗ |
Alternatives to PortfolioPilot
Searches earnings calls, SEC filings, broker research, and news simultaneously using semantic AI that understands context, not just keywords. Smart Summaries surface the signal from hundreds of pages of filings in seconds. Used by investment banks and Fortune 500 strategy teams who need to move faster than manual research allows.
Combines crowdsourced analyst articles with a proprietary AI Quant Ratings system that scores every stock across value, growth, profitability, momentum, and EPS revisions simultaneously. A useful combination of quantitative signal and human perspective that neither pure quant tools nor traditional analyst research offer on their own.
AI-generated Snowflake scores visualising valuation, growth, financial health, and dividends across 100,000+ stocks in global markets — designed for long-term investors who want to see a company's full picture without reading through every filing. Particularly good at making complex financial analysis legible for people who aren't professional analysts.