AllInvestView vs PortfolioPilot
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
Pick AllInvestView for MCP / AI connector plus global markets. Pick PortfolioPilot for fundamentals.
Key differences
- Cheaper paid plan: AllInvestView ($8.99/mo vs $20/mo)
- Broader feature set: AllInvestView (7 vs 5 core capabilities)
- Higher public rating: AllInvestView (4.5 vs 3.4 stars)
- MCP / AI connector: AllInvestView (Only AllInvestView has it)
Pick AllInvestView if
- You want it inside Claude or ChatGPT
- You invest outside the US
- Tracking many brokers in one view
- Tax and capital gains reports
Pick PortfolioPilot if
- You dig into financials and valuation
- Net worth and portfolio tracking
- Tax loss harvesting help
- Cheaper alternative to an advisor
Side by side
| Feature | AllInvestView | PortfolioPilot |
|---|---|---|
| Starting price | Free, paid from $8.99/mo | Free, paid from $20/mo |
| Free plan | Yes | Yes |
| Broker connection | Yes | Yes |
| AI chat assistant | Yes | Yes |
| Fundamentals | No | Yes |
| Portfolio tracking | Yes | Yes |
| Managed portfolios | Yes | Yes |
| Crypto | Yes | No |
| Global markets | Yes | No |
| MCP / AI connector | Yes | No |
Plans
AllInvestView
- Free: Free forever
- Starter: $8.99/mo or $6.99/mo billed annually ($83.88/yr)
- Advanced: $14.99/mo or $11.99/mo billed annually ($143.88/yr)
- Pro: $29.99/mo or $24.99/mo billed annually ($299.88/yr)
PortfolioPilot
- Free: Free
- Gold: $20/mo annual or $29/mo monthly
- Platinum: $49/mo annual or $99/mo monthly
- Pro: $99/mo annual or $149/mo monthly
Questions people ask
What is the main difference between AllInvestView and PortfolioPilot?
Pick AllInvestView for MCP / AI connector plus global markets. Pick PortfolioPilot for fundamentals.
Which is cheaper, AllInvestView or PortfolioPilot?
AllInvestView has the cheaper paid plan: $8.99/mo for AllInvestView vs $20/mo for PortfolioPilot (monthly equivalent, checked Oct 2026).
Do AllInvestView or PortfolioPilot have a free plan?
Both have a free plan.
Which is better for beginners?
Both target beginner users. Start with whichever has the free plan or trial so you can test before you pay.
Which has better AI features?
AllInvestView goes deeper on AI with 2 AI features (AI chat assistant, MCP / AI connector).
Can I connect AllInvestView or PortfolioPilot to ChatGPT or Claude?
AllInvestView offers an MCP server or official AI connector.
Is AllInvestView or PortfolioPilot better for active trading?
They are about even on active-trading features (alerts, scanning, signals and charts).
Should I use both AllInvestView and PortfolioPilot?
It can make sense. They overlap on only 4 core features, so one can fill gaps the other leaves.