PortfolioPilot pricing
PortfolioPilot, built by Global Predictions, is a personal finance tool that brings together net worth tracking, retirement planning, and investment recommendations in one place, and it includes a feature that uncovers hidden fees.
- Cheapest paid plan
- ₩38,400$29/mo
- Gold
- Free plan
- Yes
- Paid plans
- 3
- Checked Oct 26, 2026
Pricing
3 paid plans, read from the official pricing page. Monthly and annual billing side by side, with what each includes.
| Plan | Monthly | Annual billing | KRW | Included / month | Notes |
|---|---|---|---|---|---|
| Free | $0 | - | ₩0 | - | Multi-asset net worth tracking (unlimited accounts), retirement and scenario planning, portfolio review, fund and stock discovery |
| GoldCheapest paid | $29 | $20 | ₩38,400 | - | Free plan included; investment recommendations, hidden fee detection, tax savings, limited AI assistant use; $20/month when billed annually |
| Platinum | $99 | $49 | ₩131,100 | Unlimited | Includes Gold; fee optimization, tax-efficient allocation, unlimited AI assistant, AI stock research, custom future simulations, multiple properties; $49/month when billed annually |
| Pro | $149 | $99 | ₩197,300 | - | Includes Platinum; quarterly one-on-one expert calls, private company modeling, liquidity and cash flow analysis, multi-user login, secure email for statement uploads |
Free
$0
-
Multi-asset net worth tracking (unlimited accounts), retirement and scenario planning, portfolio review, fund and stock discovery
GoldCheapest paid
$29/mo
- In KRW
- ₩38,400
- Annual billing
- $20
- Included / month
- -
Free plan included; investment recommendations, hidden fee detection, tax savings, limited AI assistant use; $20/month when billed annually
Platinum
$99/mo
- In KRW
- ₩131,100
- Annual billing
- $49
- Included / month
- Unlimited
Includes Gold; fee optimization, tax-efficient allocation, unlimited AI assistant, AI stock research, custom future simulations, multiple properties; $49/month when billed annually
Pro
$149/mo
- In KRW
- ₩197,300
- Annual billing
- $99
- Included / month
- -
Includes Platinum; quarterly one-on-one expert calls, private company modeling, liquidity and cash flow analysis, multi-user login, secure email for statement uploads
1 USD = 1,323.9 KRW (2026-10-27). Checked on the official pricing page on 2026-10-26. Bold values are monthly-billing prices; taxes and payment fees excluded.
To compare with other tools at your usage, try the AI productivity calculator.
What you actually get
Capability facts copied from the official page, each with the line it came from.
- AI assistant
- unlimited (Platinum)
- AI assistant (unlimited)
- AI assistant
- limited access (Gold)
- AI assistant (limited access)
- Accounts
- unlimited
- Multi-asset net worth tracking (unlimited accounts)
- Multi-user login
- Pro plan
- Multi-user login
- AI equity research
- Platinum plan
- AI equity research
Price history
- 2026-10-03Pro plan added ($149/mo)
- 2026-10-03Platinum plan added ($99/mo)
- 2026-10-03Gold plan added ($29/mo)
FAQ
- Is there a free PortfolioPilot plan?
- Yes, the Free plan. Multi-asset net worth tracking (unlimited accounts), retirement and scenario planning, portfolio review, fund and stock discovery
- What is the cheapest paid PortfolioPilot plan?
- Gold at $29/mo (about ₩38,400). It includes Unlimited seats per month.
- How much does PortfolioPilot discount annual billing?
- Gold: $29/mo monthly vs $20/mo on annual billing (31% off). Platinum: $99/mo monthly vs $49/mo on annual billing (51% off). Pro: $149/mo monthly vs $99/mo on annual billing (34% off)
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<a href="https://aiyogeum.com/en/tools/portfoliopilot"><img src="https://aiyogeum.com/badge/portfoliopilot.svg" alt="PortfolioPilot · Wolmma" height="22"></a>How this is calculatedExchange rate, how a plan is chosen, what is excluded, and the disclaimer
How this is calculated
- 1KRW is converted at 1 USD = 1,323.9 KRW as at 2026-10-27. The rate is refreshed daily.
- 2Monthly cost is the monthly-billing price of the cheapest plan that covers the usage entered. Overage is added only where the official page states an overage rate; a plan whose allowance is exceeded with no stated overage is left out of the ranking.
- 3Credit-based tools are converted using the credits-per-unit figure printed on the official page. Tools whose credit cost varies by model, with no official conversion published, are excluded from the ranking and listed separately.
- 4The per-unit price is the plan's monthly price divided by its monthly allowance. Unlimited plans show none, as there is nothing to divide by.
- 5A 원고지 sheet is 200 characters; an A4 page is taken as 1,800 characters at 10pt with 160% line spacing.
- 6Prices are as published by the vendor. VAT, card issuers' foreign-transaction fees and the rate applied on a KRW settlement are excluded. Regional pricing and temporary promotions may not be reflected.
- 7Paying in dollars by card means your issuer adds its own exchange rate and a foreign-transaction fee, typically 1-2% of the amount. That figure depends on the issuer and the moment of payment, so Wolmma cannot know it and does not include it.
Disclaimer
Wolmma is an information site that collects prices from each tool's official pricing page. We may hold an affiliate relationship with a vendor, but we are neither the seller nor its agent.
We verify as carefully as we can, but a displayed price, allowance or conversion may differ from what you are actually charged, because of plan changes, regional policy, promotions or tax. Confirm the final amount on the official page before you pay.
These figures are reference information, not a recommendation or advice to buy. Wolmma accepts no liability for loss arising from a purchase or contract entered into on the basis of this information.
What your card is actually billed will differ from the figure shown, according to your issuer's exchange rate, its foreign-transaction fee and local tax. None of that is within our sight or control, and we accept no liability for it. Payment, refunds and plan changes are a contract between you and the vendor, to which the Company is not a party.
If a price is wrong, write to connect@aiyogeum.com. We check it, correct it, and record the correction in the change log.