kitio.aiAdded Nov 5, 2026
PortfolioPilot
Freemium · $29/moAI investing adviser for net worth tracking and tax optimization
What is PortfolioPilot?
PortfolioPilot links your brokerage, retirement, bank and crypto accounts, then gives personalized investing, fee and tax recommendations from its models and AI assistant. It is built for self-directed investors and is run by Global Predictions, a registered investment adviser.
The free tier aggregates net worth across thousands of institutions and includes retirement and scenario planning, a portfolio assessment and fund discovery. Paid plans add specific recommendations, hidden-fee detection, tax-saving suggestions and an AI assistant, with unlimited assistant use and AI equity research on Platinum.
The Pro tier covers more complex finances, such as private equity modeling and cash-flow analysis, and adds quarterly calls with a human expert and multi-user login. An estate planning checklist rounds out the tools.
Features
- Net worth aggregation
- AI investing recommendations
- Tax optimization
- Retirement planner
- Hidden fee detection
Tags
Releases
+ Submit new release- Listed
PortfolioPilot was added to the directory.
Organization
Global Predictions Inc.
🇺🇸 United States
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Freemium
- Paid options from
- $29/mo
- Billing frequency
- Monthly
PortfolioPilot plans
Free
Free
- Unlimited account tracking
- Retirement planning
- Portfolio assessment
Gold
$29/mo
- Investing recommendations
- Hidden fee detection
- Tax-saving ideas
- Limited AI assistant
Platinum
$99/mo
- Unlimited AI assistant
- AI equity research
- Tax-efficient withdrawals
Pro
$149/mo
- Quarterly expert call
- Private equity modeling
- Multi-user login
Prices in USD, checked Nov 5, 2026. Plans change often, so confirm on the PortfolioPilot site.Official pricing
Sponsored
Your AI tool here
A Featured launch puts your tool in this spot and on the home page for a week.
Top PortfolioPilot alternatives
View allLegal, finance & HR
Investing app with an AI money coach and managed portfolios
Legal, finance & HR
Tax firm pairing an AI assistant with CPAs for advice and filing
Legal, finance & HR
Dollar-cost averaging planner with AI portfolio weight suggestions
Legal, finance & HR
AI money assistant app for budgeting, saving and cash advances
Compare PortfolioPilot
If you liked PortfolioPilot
AI stock picks, signals and screeners for self-directed investors
Freemium · $14.95/moLegal, finance & HR5 views3 clicks to the websiteGenerative AI tax research assistant for accountants and lawyers
Free trial · $1498/yrLegal, finance & HRMade in CanadaAutomated investing with data-driven strategies and an AI strategy builder
FreemiumLegal, finance & HR1 views1 clicks to the websiteInvestment research platform for institutions with explainable AI
PaidLegal, finance & HR1 views
Pros and cons
Pros
- Useful free net worth tracker
- Advice from a registered adviser
- Covers taxes, fees and estate planning
Cons
- Personalized advice needs a paid plan
- AI assistant is limited on Gold
- US-focused accounts and tax rules
Prompts & results
No prompts yet. Add your own prompt and output to help others use this tool.
Share a prompt
Reviews
Q&A
What is PortfolioPilot?
PortfolioPilot links your brokerage, retirement, bank and crypto accounts, then gives personalized investing, fee and tax recommendations from its models and AI assistant. It is built for self-directed investors and is run by Global Predictions, a registered investment adviser.
Which accounts can I connect to PortfolioPilot?
It connects to over 12,000 brokerages, banks and crypto wallets, and you can add assets like real estate, private equity and precious metals.
How much does PortfolioPilot cost?
PortfolioPilot is freemium, with paid plans from $29/mo.
Is there a free version of PortfolioPilot?
Yes. PortfolioPilot has a free plan, and paid plans add more usage and features.
What are the main features of PortfolioPilot?
Net worth aggregation, AI investing recommendations, Tax optimization, Retirement planner, Hidden fee detection.
Who makes PortfolioPilot?
PortfolioPilot is made by Global Predictions Inc..
What are the best alternatives to PortfolioPilot?
Popular alternatives include Stash, Deduction, DollarDrip.