Portfolio Pilot Review 2024: Pricing AI Features & Alternative

Portfolio Pilot is a financial management software that helps investors track their portfolios, identify risks, and make informed investment decisions. The platform uses artificial intelligence (AI) to provide personalized insights and recommendations, as well as a comprehensive view of all of an investor’s assets.


Paid Plans Start From $19/month

Key Features

  • Portfolio tracking: PortfolioPilot allows investors to track their investments in real time, including stocks, bonds, ETFs, and cryptocurrencies.
  • Risk analysis: The platform uses AI to identify risks in an investor’s portfolio and provide recommendations for mitigating those risks.
  • Investment research: PortfolioPilot provides access to a wealth of investment research, including analyst reports, news articles, and market data.
  • Portfolio optimization: The platform uses AI to optimize an investor’s portfolio for maximum returns and risk-adjusted returns.
  • Automated recommendations: PortfolioPilot provides automated recommendations for improving an investor’s portfolio.
  • Personalized insights: The platform provides personalized insights into an investor’s portfolio, based on their individual goals and risk tolerance.

use Case

PortfolioPilot can be used by a variety of investors, including:

  • Individual investors: PortfolioPilot can help individual investors track their investments, identify risks, and make informed investment decisions.
  • Financial advisors: PortfolioPilot can be used by financial advisors to manage their clients’ portfolios.
  • Institutional investors: PortfolioPilot can be used by institutional investors, such as pension funds and hedge funds, to manage their portfolios.

Portfolio Pilot alternatives

How Portfolio Pilot Works


Plan Features Assets Supported Price
Starter Portfolio tracking, risk analysis, investment research Up to 100 assets $19/month
Pro All features of Starter plan, plus portfolio optimization, automated recommendations, and personalized insights Up to 1,000 assets $49/month
Enterprise All features of Pro plan, plus custom onboarding, dedicated account manager, and white-labeling Unlimited assets $199/month

Any Ai Tools Final Verdict