PortfolioPilot

As portfolio trackers go, PortfolioPilot stands apart by putting an AI financial advisor on top of a free dashboard.

PortfolioPilot is an AI finance tool for self-directed investors that tracks net worth, analyzes portfolios and models scenarios.

The free plan costs $0 a month.

It covers net worth tracking, a single dashboard showing your asset allocation, portfolio analysis that points out risks and opportunities, and Monte Carlo simulations of past and future outcomes.

Paid plans add the advice.

Gold is $29 a month, or $20 a month billed annually, and brings personalized recommendations, tax impact and continuous tax-loss harvesting, fee visualization, and an AI assistant you can ask about your portfolio or investing in general.

Platinum is $99 a month and adds AI equity research tools and more.

The free tier is a sensible place to start before you pay for recommendations.