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
| Rating | 4.4 | 4.5 | 4.4 | 4.4 |
| Reviews | — | — | — | — |
| Price | Free / From $20/mo | From $10K/seat/yr | From $10/mo | From $59/mo |
| Free tier | Portfolio analysis & scoring | None | Limited stocks | Free trial |
| API access | ✗ | ✓ | ✗ | ✓ |
| Watermark | No | No | No | No |
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