PortfolioPilot Alternatives: what you keep, gain and lose
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
PortfolioPilot is a portfolio manager known for net worth and portfolio tracking. These alternatives are matched on the features PortfolioPilot actually has, so each one shows what you keep, what you gain and what you give up if you switch.
6 of these 10 alternatives are free to start, the cheapest paid plan is $2.99/mo, and on average they cover 66% of what PortfolioPilot does.
Best PortfolioPilot alternatives
1. Wealthfolio (Close replacement, covers 80% of PortfolioPilot)
Open-source investment tracker that keeps your data on your own device, with an AI assistant and MCP server.
You keep: AI chat assistant, Portfolio tracking, Managed portfolios, Broker connection. You gain: MCP / AI connector. You lose: Fundamentals.
Watch out: Auto brokerage sync needs a paid Connect plan; the free app uses manual entry and CSV.
Price: Free, paid from $2.99/mo. PortfolioPilot vs Wealthfolio
2. Astor (Partial overlap, covers 60% of PortfolioPilot)
SEC-registered AI investment advisor you text or call, with advice based on the holdings in your linked accounts.
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: News and sentiment. You lose: Fundamentals, Managed portfolios.
Watch out: Pro limits voice calls to 10 minutes a day.
Price: From $9.99/mo. PortfolioPilot vs Astor
3. Helm Terminal (Close replacement, covers 80% of PortfolioPilot)
Read-only portfolio monitor that checks your reasons for owning each stock against filings and news.
You keep: AI chat assistant, Fundamentals, Portfolio tracking, Broker connection. You gain: Alerts. You lose: Managed portfolios.
Watch out: Brokerage links are read only, so it cannot place trades.
Price: Free, paid from $12.42/mo. PortfolioPilot vs Helm Terminal
4. AllInvestView (Close replacement, covers 80% of PortfolioPilot)
Multi-broker portfolio tracker with an AI assistant that imports trades, fixes errors, sets alerts and builds tax reports.
You keep: AI chat assistant, Portfolio tracking, Managed portfolios, Broker connection. You gain: MCP / AI connector, Global markets, Crypto. You lose: Fundamentals.
Watch out: Free plan caps you at 10 holdings and 1 portfolio.
Price: Free, paid from $8.99/mo. PortfolioPilot vs AllInvestView
5. Mezzi (Partial overlap, covers 60% of PortfolioPilot)
SEC-registered AI wealth adviser that links all your accounts and flags tax, risk and allocation moves.
You keep: AI chat assistant, Portfolio tracking, Managed portfolios. You gain: nothing new. You lose: Fundamentals, Broker connection.
Watch out: Paid plans are annual only.
Price: Free, paid from $33.25/mo. PortfolioPilot vs Mezzi
6. TradeZella (Partial overlap, covers 60% of PortfolioPilot)
Trading journal with automated broker imports, backtesting and AI trade insights
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: Backtesting. You lose: Fundamentals, Managed portfolios.
Watch out: Entry plan connects just one trading account.
Price: From $26/mo. PortfolioPilot vs TradeZella
7. TraderSync (Partial overlap, covers 60% of PortfolioPilot)
AI-enhanced trading journal that tracks performance and identifies profitable behavioral patterns.
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: Backtesting. You lose: Fundamentals, Managed portfolios.
Watch out: The price jumps to $49.95 a month for the Premium tier most people choose.
Price: From $22.46/mo. PortfolioPilot vs TraderSync
8. getquin (Partial overlap, covers 60% of PortfolioPilot)
Portfolio and dividend tracker that syncs 2,000+ brokers with income forecasting
You keep: AI chat assistant, Fundamentals, Portfolio tracking. You gain: Global markets. You lose: Managed portfolios, Broker connection.
Watch out: Paid plans are billed yearly only and prices are in euros before tax.
Price: Free, paid from $7.50/mo. PortfolioPilot vs getquin
9. Profit AI (Partial overlap, covers 60% of PortfolioPilot)
AI chart analysis app: upload a chart, get a setup read checked against your own rules and trade journal.
You keep: AI chat assistant, Portfolio tracking, Broker connection. You gain: AI trade signals, Crypto. You lose: Fundamentals, Managed portfolios.
Watch out: No pricing on the website; prices come from the App Store listing and several price points are listed.
Price: From $3.33/mo. PortfolioPilot vs Profit AI
10. Surmount AI (Partial overlap, covers 60% of PortfolioPilot)
An automated investing app that lets users follow data-driven AI strategies and copy quantitative portfolios.
You keep: Portfolio tracking, Managed portfolios, Broker connection. You gain: Automated trading, Backtesting, Strategy builder, Paper trading. You lose: AI chat assistant, Fundamentals.
Watch out: Core supports only 1 external account.
Price: Free, paid from $5/mo. PortfolioPilot vs Surmount AI
Questions people ask
What is the best alternative to PortfolioPilot?
Wealthfolio is the closest replacement, covering 80% of PortfolioPilot's core features. Profit AI has the highest Directory Rank of the group if you want an all-round upgrade.
Is there a free alternative to PortfolioPilot?
Yes. Wealthfolio has a free plan and keeps 4 of PortfolioPilot's 5 core features. 6 alternatives on this page are free to start.
What is the cheapest alternative to PortfolioPilot?
Wealthfolio starts at $2.99/mo, compared with $20/mo for PortfolioPilot. Prices were checked in Oct 2026.
Why do traders switch from PortfolioPilot?
Cheapest plan with real recommendations needs annual billing. Recommendations need a paid plan
What does PortfolioPilot do that most alternatives miss?
Few alternatives here match its fundamentals. If you rely on that, test any replacement before you cancel.