Portfoliopilot Pricing

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.

Portfoliopilot's cheapest business-usable plan is Gold at $20/mo. Gold plan provides personalized investment recommendations and tax optimization for $20/mo when billed annually..

Yes — Portfoliopilot publishes a free tier. Unlimited net worth tracking and basic tools.

Yes — Portfoliopilot's purchase motion is self-serve. A checkout URL is published on the pricing page. No demo is required.

xpay scored Portfoliopilot as human-assisted: some plans are self-serve, others require sales contact. Portfoliopilot publishes a pricing page with 2 discoverable plan tier(s). No per-unit price was found on the page; an agent has no direct way to estimate the cost of a single task. Self-serve signup exists alongside a sales-led / custom tier. No public API documentation URL was discovered. A free or freemium tier is offered. For the full purchase simulation see the linked Agent-Ready Index scorecard.

In the Investment Portfolio Management category, xpay's Agent-Ready Index lists alternatives ranked by their ability to support AI agent purchase. Visit the agent-readiness scorecard for Portfoliopilot to compare with 3 nearest peers.