>_ alternatives to PortfolioPilot
7 portfolio management tools that do a similar job to PortfolioPilot, with the facts side-by-side.
See full data, pricing and features on the PortfolioPilot profile page.
the tool you're replacing
PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
Multi-assetPortfolio ManagementFREE-$$· SEC-registered AI advisor delivering personalized investment recommendations
sec-registered ai advisor that provides personalized investment recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors. tracks multi-asset net worth across brokerage accounts, 401ks, iras, crypto, cash, real estate, private equity, and more, using hedge fund–inspired forecasting models. operated by global predictions inc., a registered investment advisor.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| PortfolioPilot (this tool) | self-directed investors managing their own portfolios across multiple asset types | FREE-$$ free tier | Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month | Retail |
| DeepVest | financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. | $$$-CALL free tier | Free $0 · Pro $29.99 | RIA |
| Surmount | AI agents build and automate custom investment strategies without coding | $-$$ | — | — |
| Simplifin | individuals planning mutual fund investments through systematic investment plans | $? | — | RIA, Mutual Fund |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly) | Retail |
| THESIS | retail investors seeking conversational ai assistance with their existing portfolio | $-$$$ | — | Retail |
| Souppe | 8-dimension risk scoring with single-security suggestions ranked by strengthening impact | FREE-$ free tier | — | — |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking 24/7 ai-powered guidance on their existing portfolios without hiring a traditional advisor. | FREE-$$ free tier | Free $0 · Pro Monthly $9.99/mo (was $14.99) · Pro Annual $119.99/yr · Max $39.99/mo | Retail |
free alternatives to PortfolioPilot
- DeepVest — financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. · Free $0 · Pro $29.99
- Souppe — 8-dimension risk scoring with single-security suggestions ranked by strengthening impact
- Astor — busy professionals (tech workers, consultants, bankers, founders) seeking 24/7 ai-powered guidance on their existing portfolios without hiring a traditional advisor. · Free $0 · Pro Monthly $9.99/mo (was $14.99) · Pro Annual $119.99/yr · Max $39.99/mo
- DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.Multi-assetPortfolio Management$$$-CALL· Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
- Surmount— Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accountsMulti-assetPortfolio Management$-$$· AI agents build and automate custom investment strategies without coding
- Simplifin— Provides AI-based financial goal planning and SIP mutual fund calculations for investment planning.Multi-assetPortfolio Management$?· AI-driven SIP calculator for goal-based mutual fund investment planning
- Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alertsMulti-assetPortfolio Tracking$$· ETF look-through analysis reveals duplicate holdings hidden inside funds
- THESIS— Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.
- Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.Multi-assetPortfolio ManagementFREE-$· 8-dimension risk scoring with single-security suggestions ranked by strengthening impact
- Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chatMulti-assetAI AgentsFREE-$$· SEC-registered AI advisor you can call or text 24/7 about your actual holdings