>_ alternatives to PortfolioPilot
6 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-$$· SEC-registered AI advisor delivering personalized investment recommendations
sec-registered ai advisor that provides personalized investment recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors. tracks multi-asset net worth across brokerage accounts, 401ks, iras, crypto, cash, real estate, private equity, and more, using hedge fund–inspired forecasting models. operated by global predictions inc., a registered investment advisor.
| tool | best for | pricing | who uses it |
|---|---|---|---|
| PortfolioPilot (this tool) | self-directed investors managing their own portfolios across multiple asset types | FREE-$$ | 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. | $$$-CALL | RIA |
| Surmount | AI agents build and automate custom investment strategies without coding | $-$$ | — |
| 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. | $$ | Retail |
| THESIS | remembers user strategy and portfolio context across conversations | $-$$$ | — |
| Souppe | 8-dimension risk scoring with single-security suggestions ranked by strengthening impact | FREE-$ | — |
- 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