Is PortfolioPilot or THESIS free?

PortfolioPilot has a free tier.

What are the main differences between PortfolioPilot and THESIS?

PortfolioPilot has a free tier; THESIS is $-$$$. Only PortfolioPilot is available via mobile. PortfolioPilot is tagged for long-term investing, passive / index investing. THESIS is tagged for options trading, fundamental analysis.

index / PortfolioPilot vs THESIS

>_ PortfolioPilot vs THESIS

Q: How much do PortfolioPilot and THESIS cost?

PortfolioPilot: Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month. THESIS: $-$$$.

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

PortfolioPilot

THESIS

one-liner

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

Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.

best for

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

retail investors seeking conversational ai assistance with their existing portfolio

key feature

SEC-registered AI advisor delivering personalized investment recommendations

remembers user strategy and portfolio context across conversations

who uses it

Retail

asset class

Multi-asset

function

Portfolio Management, Operations

AI Agents, Portfolio Management

strategies

Long-Term Investing, Passive / Index Investing

Options Trading, Fundamental Analysis

workflow

Research, Monitoring

instruments

Stocks, ETFs, Mutual Funds, Options

Stocks, Options

regions

North America

—

pricing

FREE-$$

$-$$$

plans

Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month

—

free tier

yes

model

freemium

—

via

web, mobile

web

audience

retail

upvotes