PortfolioPilot

Key features include continuous tax optimization, which JP Morgan calculates can add an additional 1.94% yearly return. Net worth tracking aggregates all assets in one platform, with secure connections to over 12,000 brokerages, banks, and crypto wallets. The platform uses hedge fund inspired technology, including a proprietary engine that provides portfolio-specific scoring and recommendations. It also offers estate planning and scenario modeling, allowing users to test potential outcomes for their investment strategies.

PortfolioPilot is suitable for self-directed investors who want to take control of their financial planning. It can be used to track net worth across multiple account types, including brokerage accounts, 401Ks, IRAs, crypto, cash, loans, and real estate. The AI assistant provides personalized investment advice, helps identify risks and problem areas, and offers tax-saving opportunities. It also supports estate planning and stress-testing portfolios against various scenarios, such as inflation shocks or geopolitical events.

PortfolioPilot offers three pricing tiers. The Free plan costs $0 and includes multi-asset net worth tracking, full retirement and scenario planning, portfolio assessment, and fund and stock discovery tools. The Gold plan is $20 per month when billed annually and adds investing recommendations, hidden fee detection, tax impact and tax-saving opportunities, and limited AI assistant access. The Platinum plan is $49 per month when billed annually and includes everything in Gold plus fee optimization, tax-efficient distribution advice, unlimited AI assistant, AI equity research, custom future simulations, and support for multiple real estate properties.