How much do Guardfolio and PortfolioPilot cost?

Guardfolio: $$. PortfolioPilot: FREE-$$.

index / Guardfolio vs PortfolioPilot

>_ Guardfolio vs PortfolioPilot

Guardfolio and PortfolioPilot, side-by-side. Compare the facts below, then pick the one that fits your workflow.

Guardfolio

PortfolioPilot

one-liner

Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.

best for

self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.

self-directed investors managing their own portfolios across multiple asset types

key feature

ETF look-through analysis reveals duplicate holdings hidden inside funds

SEC-registered AI advisor delivering personalized investment recommendations

who uses it

Retail

asset class

Multi-asset

function

Portfolio Tracking, Portfolio Management

Portfolio Management, Operations

instruments

Stocks, ETFs, Mutual Funds

Stocks, ETFs, Mutual Funds, Options

regions

Global

North America

pricing

FREE-$$

via

web

web, mobile

audience

retail

upvotes

about Guardfolio

aggregates holdings across brokerage and retirement accounts (via plaid, snaptrade read-only connections) and flags etf overlap, concentration risk, allocation drift, and volatility after each portfolio sync. performs etf look-through analysis to surface duplicate holdings hidden inside funds across accounts.

about PortfolioPilot

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.

Guardfolio

Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

[↗] visit guardfolio.ai

PortfolioPilot

Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.

[↗] visit portfoliopilot.com

See full data, pricing and alternatives on the Guardfolio profile page, or the PortfolioPilot profile page.

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