This is an info Alert.
x402 Logo
  • Product
    • Become Agent-Ready
      • Merchants
        Agentic Commerce — list your store across ChatGPT, Gemini, Claude & Perplexity
      • Publishers
        Monetize your content when AI agents read, cite, or train on it
      • SaaS Companies
        Treat AI agents as first-class customers with agent-priced checkout
    • Monetize
      • Monetize MCP Server
        Charge per call on any MCP server in 2 minutes
      • Monetize AI Agents
        Turn n8n, Zapier, Activepieces workflows into revenue
      • Agent Feed
        Pay-per-query access to licensed publisher content for your agents
  • Resources
    • xpay Ecosystem
      • xpay✦ Tools
        1,000+ pay-per-use tools for your AI agents
      • Agent-Ready SaaS Index
        25,481 SaaS scored on agent-buyability
      • SaaS Pricing Database
        Pricing pages indexed across 1,000+ categories
      • GitHub
        Open source repositories
    • Agent Building
      • Agent Frameworks
        AI frameworks for building multi-agent systems
      • x402 Integration
        AI frameworks with x402 payment integration
      • Networks
        Blockchain networks supporting x402
    • Company
      • About xpay✦
        Our mission, products, and protocols
      • Blog
        Latest insights and updates
      • Docs
        Complete xpay documentation
  • Pricing
  • Blog
  • Docs
Get Started

  1. Home

  2. /

  3. Agent-Ready SaaS Index

  4. /

  5. Investment Portfolio Management

  6. /

  7. Portfoliopilot

Portfoliopilot logo

Portfoliopilot

Partially Agent-Ready
Agent-Ready SaaS Index · portfoliopilot.com · scored 2026-05-09 · rubric v2.0
Score 49 / 100
Investment Portfolio Management
Free tier
Self-serve checkout

Portfoliopilot scores 49/100 on xpay's Agent-Ready Index v2: partial pricing visibility; self-serve checkout is available; a free entry path exists.

See Portfoliopilot pricing summaryLive pricing page
Pricing
Portfoliopilot pricing
As of 2026-05-09 · portfoliopilot.com/
Free
Free
forever
Understand your entire financial picture with planning and investing tools
Multi-asset net worth tracking (unlimited accounts)
Full retirement & scenario planning
Portfolio assessment
Fund & stock discovery tools
Gold
$20/mo
billed annually
Everything in Free plus investing recommendations
Personalized suggestions based on your portfolio
Hidden fee detection
Tax impact & tax‑saving opportunities
AI assistant (limited access)
Platinum
$49/mo
billed annually
Everything in Gold plus fee optimization
Tax‑efficient distribution advice
Guidance on withdrawals and income planning
AI assistant (unlimited)
AI equity research
Pro
$99/mo
flat
Private equity modeling
Liquidity and cash‑flow analysis
Secure document uploads
Optional quarterly expert consultations
Score breakdown · rubric v2.0
How Portfoliopilot scores on the agent-ready dimensions

Public pricing visibility

15 / 15

Self-serve checkout

15 / 15

Public API + docs

0 / 20

Usage-based / metered pricing

0 / 20

Free entry path

7 / 7

No sales call required

7 / 7

Card / wallet / x402 payment

5 / 6

Machine-readable bonus (MCP / OpenAPI)

0 / 10

Total
49 / 100
Effective pricing
What it actually costs at typical scale
1 user, free plan
$0/mo
· Using Free plan with unlimited net worth tracking· No paid features selected
Confidence: high
Individual on Gold plan
$20/mo
· Gold plan billed annually, monthly equivalent $20· All Gold features enabled
Confidence: high
Professional on Pro plan
$99/mo
· Pro plan billed monthly at $99· Includes private‑equity and expert consultation features
Confidence: high
Agent purchase verdict
Can an autonomous agent transact here?
Human-assisted
LLM score: 60/100

Can create account

Yes

Can enter payment method

Yes

Can upgrade plan

Yes

Can buy more usage

No

Can cancel online

Yes

Payment methods

card

Human approval recommended

Yes

Pricing transparency

full

Purchase motion

self_serve

Demo required

No

Quote required

No

Annual commit required

Yes

Auto-renewal mentioned

No

Cancellation policy visible

No

Refund policy visible

No

Minimum term

12 months

Invoice payment available

No

Purchase orders supported

No

MSA required

Unknown

DPA available

Unknown

Security review required

Unknown

Trial

10 days (no card)

Enterprise signals
Trust & compliance

SSO / SAML

Unknown

RBAC

Unknown

Audit logs

Unknown

Data residency

US
Canada

Competitive intel
Positioning & ecosystem
Headline

“Complete financial advice for self-directed investors”

Buyer persona

smb

Integrations mentioned
banks
Value claims
98% less than an average financial advisor fee
Agent purchase simulation
Six-step check: can an agent actually buy from Portfoliopilot?
✓

Discover price

◐

Select a plan

✗

Pay per task

✗

Avoid a sales call

✗

API docs without auth

✗

Estimate cost upfront

Analysis
Pros and cons for AI agents
Observational summary written by xpay from the signals captured on 2026-05-06. Not a review of the product — only of its current pricing posture for agent buyers.
✓ For an AI agent
  • Pricing is publicly visible on an indexable page — agents can read tiers without scraping past auth.
  • A free tier exists, lowering the bar for an agent builder to prototype before committing budget.
◐ Opportunities for the provider
  • No per-unit price was advertised, so an agent has no way to estimate the cost of a single task.
  • All advertised tiers route to a sales contact form; an agent cannot complete a purchase autonomously.
  • API documentation is gated or absent; an agent cannot inspect the integration surface without authentication.
  • PPU requires account creation and an issued API key; a fully unauthenticated agent purchase is not yet supported.
  • No /.well-known/ai-pricing.json or equivalent machine-readable pricing manifest is published — agents must rely on HTML scraping.
One-line fix
How Portfoliopilot could lift its score

Add a per-unit price (e.g. $X / 1K calls) to the pricing page so an agent can compute its own cost before committing.

pricing_visible

true

headline_phrasing

Complete financial advice for self-directed investors — Finally there's a financial advisor you can trust - you! No commissions, no conflicts of interest, and no human bias. With access to sophisticated financial models and AI, we'll empower you to do it better yourself.

tier_count

2

lowest_paid_entry_usd

99

free_tier

true

free_tier_terms

null

per_unit_price

null

annual_required

false

self_serve_paid_tiers

1

sales_only_tiers

0

public_api_docs_url

null

api_docs_auth_walled

null

ai_pricing_json_present

false

agents_txt_present

false

anonymous_purchase_path

false

per_unit_classification

null

usage_headline_present

false

custom_tier_present

true

agent_friendly

{"ai_pricing_json":false,"agents_txt":false,"llms_txt":true,"sitemap_xml":true,"mcp_server_card":false,"agent_skills_index":false,"x402_supported":false}

View raw extracted page text →
Page heading: Complete financial advice for self-directed investors
CTAs (40): Start free trial · Home · Net Worth Dashboard · Estate Planning Checklist · Continuous Tax Optimization · Retirement Planner · AI Investing Advice · Portfolio Management · Pricing · Our Story · Resources · Articles and Tools
Price tokens (12): $30 · $0 · $20/month When Billed ann · $49/month When Billed ann · $99/month · $20/mo · $30 · $1 · $10 · $20/mo · $240 per annum · $93
Disclosure: PortfolioPilot is a technology product of Global Predictions Inc., a Registered Investment Advisor. You must subscribe to receive personalized investment advice.Start free trialHomeFeaturesNet Worth DashboardEstate Planning ChecklistContinuous Tax OptimizationRetirement PlannerAI Investing AdvicePortfolio ManagementPricingOur StoryResourcesResourcesArticles and ToolsVideosHelp CenterHorror StoriesCommon Investor MistakesLoginSign up for freeLogin©2025 Global Predictions. All rights reserved.Sign up for freeM6 Financial Forecasting Competition Winner4Complete financial advice for self-directed investorsFinally there's a financial advisor you can trust - you! No commissions, no conflicts of interest, and no human bias. With access to sophisticated financial models and AI, we'll empower you to do it better yourself.Sign up for freeView latest insightsBank-level security. Learn moreNet Worth TrackingAI Investing AdviceContinuous Tax OptimizationEstate Planning ChecklistRetirement PlannerFor illustrative purposes onlyAS SEEN ONContinuous Tax OptimizationJP Morgan calculates an additional 1.94% yearly return using monthly continuous tax optimization.7,8Sign up for freeClick here to read the full reportNet Worth TrackingVisualize all your assets in one platformAggregate your net worth and visualize your entire portfolio allocation in a single view, e.g. brokerage accounts, 401Ks, IRAs, crypto, cash, student loans, real estate, private equity, precious metals, and moreGet…
You work at Portfoliopilot?
Claim this scorecard & lift your score.

Get the breakdown of every signal we measured, the one-line fix, and how your peers in Investment Portfolio Management stack up.

Evaluating Portfoliopilot?
Compare the agent-ready picks in Investment Portfolio Management.

If you're building or running an AI agent that needs to buy from this category, see who's scoring highest right now.

See agent-ready picks
Are you Portfoliopilot? Something off in this listing?
Agent-Ready Spec
Portfoliopilot
Partially Agent-Ready

49

/ 100 (rubric v2.0)
Category

Investment Portfolio Management

Pricing model

Not advertised

Tier count

2

Free tier

Yes

Lowest paid entry

$99/mo

Self-serve / sales-only tiers

1 / 0

Public API docs

Auth-walled

Anonymous purchase path

No

Machine-readable pricing

Not published

Last refreshed

2026-05-09

Pricing intelligenceInsights extracted from portfoliopilot.com/
Pricing model

Tier-based subscription

Agent-purchase verdict
Human-assisted
60/100 · v2.1
Canonical answer

Portfoliopilot pricing starts at $20/mo for the Gold plan; a free plan is available; paid plans go up to $99/mo. Billed annually or monthly.

Cheapest entry

Free plan (Free)

Actions
Open live pricing page
Verdict reflects Partially Agent-Ready status under rubric v2.0. Source observed at https://portfoliopilot.com/.
Agent-friendly features2 of 7 present
Discovery files and protocols
Side-channel signals — informational, not part of the score. Each protocol is independent; adoption signals the publisher is thinking about agent buyers.

ai-pricing.json

agents.txt

llms.txt

sitemap.xml

MCP Server Card

Agent Skills

x402 / MPP

More in Investment Portfolio Management
Compare Portfoliopilot with peers
Highest-scoring companies in the same category that an AI agent might evaluate as an alternative.
Seeking Alpha
66
seekingalpha.com
Approaching Agent-Ready
Global Predictions
65
globalpredictions.com
Approaching Agent-Ready
Alto
64
altoira.com
Approaching Agent-Ready
Nosis
60
nosis.io
Approaching Agent-Ready
Composer
57
composer.trade
Partially Agent-Ready
Jika.io
54
jika.io
Partially Agent-Ready
Pluto
54
pluto.fi
Partially Agent-Ready
Ripsaw
52
ripsaw.co
Partially Agent-Ready
Browse all Investment Portfolio Management →

Explore the Agent-Ready SaaS Index

25,480+ SaaS scored on agent-buyability — browse by readiness band, category, or jump straight to a pay-per-run tool on xpay.tools.

Browse by agent-readiness band
Agent-Ready Verified(448)Approaching Agent-Ready(2,513)Partially Agent-Ready(6,407)Not Agent-Ready Yet(16,112)See full index
Browse by category
CRM(500)Content Creation(414)Chatbots(407)AI Writing Assistant(394)Social Media Management(381)Website Builder(343)Seo(317)Project Management(288)Scheduling(270)Survey User Feedback(265)Email Marketing(252)Hr(237)All categories
Available pay-per-run on xpay.tools
FirecrawlExaTavilyApolloHunterJina AIBright DataContext7Alpha VantageReplicatePerplexityParallelBrowse all xpay.tools
x402 Logo

The agent-readiness stack for the AI shopping era — helping merchants, publishers and SaaS companies get discovered, cited and transacted with by ChatGPT, Perplexity, Claude, Gemini and the custom shopping agents underneath them.

CompanyAgentically Inc. (d/b/a xpay✦)1875 Mission St, Ste 103San Francisco, CA 94103, United Stateslegal@xpay.sh · privacy@xpay.sh
or ask your AI app
Company
About xpayAgency PartnersGitHubDiscordllms.txt
DevelopersDocumentationAPI ReferenceSDKs & LibrariesQuickstart GuideOpenAPI Spec
Stay Updated
Occasional product updates and agent-readiness playbooks from xpay (Agentically Inc.) — typically a couple of emails a month. Double opt-in: we email you a link to confirm before sending anything, and every email has one-click unsubscribe.
Social
  • For Publishers
    • News
    • Finance
    • Dev / Tech
    • Travel
    • View all verticals
  • Agent Feed
    • AI Search Engines
    • RAG Builders
    • Browser Agents
    • Vertical Research
    • Browse full catalog
  • Agent-Ready Index
    • SaaS Pricing Database
    • Agent-Ready SaaS Index
    • Verified band
    • AI & ML
    • Sales & CRM
  • Products
    • Pricing Widget
    • Monetize MCP Server
    • Paywall
    • Smart Proxy
    • Monetize AI Agents
    • xpay x402 Facilitator
  • Agentic Economy
    • Timeline
    • Resources
    • Manifesto
    • Stack
  • Agentic Commerce
    • Get listed
    • xpay Listings · Amazon + Google
    • Pricing
    • Free audit
    • Shopify
    • WooCommerce
    • Apparel & Accessories
    • Health & Beauty
    • Overview
  • Commerce Index
    • Agentic Commerce Ready Index
    • Methodology
    • Pet brands · WooCommerce
    • Pet brands · Shopify
  • Marketplace
    • 🛍️ xpay.deals — agentic storefront for deals
  • Protocols
    • Overview
    • x402
    • MPP
    • UCP
    • ACP
    • AP2
    • TAP
    • A2A
  • Agent Frameworks
    • Overview
    • LangChain
    • CrewAI
    • Claude MCP
    • AutoGPT
    • LangChain vs Mastra
    • LangGraph vs Pydantic AI
  • Company
    • About xpay
    • Blog
    • Docs
    • GitHub
© 2025 Agentically Inc. All rights reserved.
Privacy PolicyTerms of UseAcceptable Use Policy