PortfolioPilot vs Helm Terminal
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
Pick PortfolioPilot for managed portfolios. Pick Helm Terminal for alerts.
Key differences
- Cheaper paid plan: Helm Terminal ($20/mo vs $12.42/mo)
Pick PortfolioPilot if
- You want a managed portfolio
- Net worth and portfolio tracking
- Tax loss harvesting help
- Cheaper alternative to an advisor
Pick Helm Terminal if
- You rely on price and signal alerts
- Monitoring investment theses
- Tax loss harvesting checks
- Combining brokerage accounts
Side by side
| Feature | PortfolioPilot | Helm Terminal |
|---|---|---|
| Starting price | Free, paid from $20/mo | Free, paid from $12.42/mo |
| Free plan | Yes | Yes |
| Broker connection | Yes | Yes |
| Alerts | No | Yes |
| AI chat assistant | Yes | Yes |
| Fundamentals | Yes | Yes |
| Portfolio tracking | Yes | Yes |
| Managed portfolios | Yes | No |
Plans
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
Helm Terminal
- Free: Free
- Pro: $20/mo or $149/yr
- Pro annual: $149/yr
Questions people ask
What is the main difference between PortfolioPilot and Helm Terminal?
Pick PortfolioPilot for managed portfolios. Pick Helm Terminal for alerts.
Which is cheaper, PortfolioPilot or Helm Terminal?
Helm Terminal has the cheaper paid plan: $20/mo for PortfolioPilot vs $12.42/mo for Helm Terminal (monthly equivalent, checked Oct 2026).
Do PortfolioPilot or Helm Terminal have a free plan?
Both have a free plan.
Which is better for beginners?
PortfolioPilot is the friendlier start.
Which has better AI features?
They are level on AI depth (1 AI features each). PortfolioPilot: AI chat assistant. Helm Terminal: AI chat assistant.
Can I connect PortfolioPilot or Helm Terminal to ChatGPT or Claude?
Neither offers an MCP server or a public API right now.
Is PortfolioPilot or Helm Terminal better for active trading?
Helm Terminal has more of the active-trading toolkit: alerts, scanning, signals and charts.
Should I use both PortfolioPilot and Helm Terminal?
Probably not. They overlap on 4 core features, so paying for both doubles up.