Products

PortfolioPilot

Uses AI

Complete financial advice for self-directed investors

portfoliopilot.com Finance / Investing & Trading

AI Benchmark
Desktop
Mobile
Monthly visits
150.6K
Up22.8%MoMSep 2026
Public revenue
Undisclosed
No public revenue evidence yet
Entry price
$49/mo
Higher than 81% of peersNiche median $19/mo
Creators
Alexander Harmsen
@portfoliopilot· 4,379 followers
Launched
3y ago
2023-03-01 · Est.

Traffic

Monthly visitsData through Sep 2026
Events4 changes

Marketing moves

Launches, search & content, referrals, promotions
X accounts@portfoliopilot
  • Launched on Product HuntLaunch

    The first regulated AI financial advisor

    Sep 28, 2023 · 3y agoLaunch page

  • Launched on Product HuntLaunch

    The best investors don't ignore macro

    Mar 1, 2023 · 3y agoLaunch page

Traffic sources

Sep 2026

Traffic breakdown

Channels

  • Organic Search57%
  • Direct23%
  • Referrals5%
  • Social5%
  • Other9%

Countries

  • United States67%
  • Canada12%
  • India3%
  • United Kingdom1%
  • Germany1%

Search

Domain authority —Domain registered 2004-06-15

KeywordMonthly volume
portfoliopilot870
portfolio pilot730
best ai for financial portfolio analysis540
what stock to buy if i have $242.00440
what are the names and symbols of public drone companies selling under $7 a share410

Traffic data: Vaneform

Pricing

PortfolioPilot Free
$0
unlimited accounts
PortfolioPilot Gold
$20/mo (billed annually)
PortfolioPilot Platinum
$49/mo
PortfolioPilot Pro
$99/mo

Trial: Start 10-day free trial · 3 paid tiers ($20–$99) · Observed 2026-11-03 · Pricing page

Entry price $49/mo, Higher than 81% of peers; “Investing & Trading” median is $19/mo.View pricing benchmark

Pages & changes

Tracked since 2023-03-01

Key pages

Weekly snapshots

Changes

  1. Nov 1 · 13d ago

    Removed technology: Google AnalyticsFeatures

    Google Analytics→—

  2. Nov 1 · 13d ago

    Removed technology: HotjarFeatures

    Hotjar→—

  3. Nov 1 · 13d ago

    Adopted technology: PostHogFeatures

    —→PostHog

  4. Nov 1 · 13d ago

    Adopted technology: jsDelivrFeatures

    —→jsDelivr

Design

First-screen visual analysis & :root CSS

Enterprise Clean (Light canvas, airy density) featuring centered headline + cta layout and pure typography & geometry visuals.

First-screen preview · click to zoom

First-screen pitch & conversion flow

“Complete financial advice for self-directed investors”

Centered Headline + CTA hero structure paired with start free / sign up CTA and user count, rating, or key metrics.

Conversion path: Centered Headline + CTA + Pure Typography & Geometry → Start Free / Sign Up · Trust bar: User Count, Rating, or Key Metrics

Palette · click to copy

5-D design score6.9 / 10
Typography
7.0
Color & Contrast
7.0
Layout & Spacing
7.0
Craft & Polish
7.0
Distinctiveness
6.0

Structure

Fonts
Inter
Primary visual
Pure Typography & Geometry
Conversion CTA
Start Free / Sign Up
Social proof
User Count, Rating, or Key Metrics
Navigation
Full-Width Top Bar
Theme & density
Light · Airy
Corners & depth
Large Radius · Hairline borders
Preview full AI design brief (includes :root CSS variables & layout rules)Style tokens only; never copy brand names, logos, copy, or images
# Design Brief: Enterprise Clean (with Minimal Monochrome)

Trustworthy blue-anchored palette, structured grids, and prominent customer logo walls.

## Design Tokens

```css
:root {
  --background: #f3f6fb;
  --surface: #ffffff;
  --foreground: #171717;
  --muted-foreground: #6b7280;
  --accent: #1d6fe8;
  --radius: 16px;
  --font-heading: "Inter", ui-sans-serif, system-ui, sans-serif;
  --font-body: "Inter", ui-sans-serif, system-ui, sans-serif;
}
```

Color area ratio: Background #F3F6FB (~62%) · Surface #FFFFFF (~16%) · Text #171717 (~10%) · Muted Text #6B7280 (~6%) · Accent #1D6FE8 (~6%). Background and surface dominate the canvas; reserve the accent color for primary buttons and active states.

## Layout & Conversion Structure

- Hero layout: Centered Headline + CTA
- Navigation: Full-Width Top Bar
- Theme & density: Light · Airy
- Border radius & elevation: Large Radius; no drop shadows—separate layers with hairline borders and whitespace
- Primary visual medium: Pure Typography & Geometry
- Conversion CTA: Start Free / Sign Up · Trust bar uses User Count, Rating, or Key Metrics
- Headline hook: Target Audience Callout
- Hero components: Metrics Strip
- Spatial layout notes: Centered Headline + CTA hero structure paired with start free / sign up CTA and user count, rating, or key metrics.
- Visual summary: Enterprise Clean (Light canvas, airy density) featuring centered headline + cta layout and pure typography & geometry visuals.

## Avoid

- Experimental navigation patterns
- Low-legibility decorative fonts
- Visual novelty that obscures the value proposition

Implement the UI following the design tokens and layout specifications above: use only these color variables, and reserve the accent color strictly for primary actions and active states. Adopt only this visual style—never copy any reference product’s brand name, logo, copy, or imagery.

Questions & evidence

How much does PortfolioPilot cost?
PortfolioPilot Free: $0; PortfolioPilot Gold: $20/mo (billed annually); PortfolioPilot Platinum: $49/mo; PortfolioPilot Pro: $99/mo. Observed 2026-11-03. Check the source for current billing terms, usage limits and taxes.Source
How much website traffic does PortfolioPilot get?
Vaneform estimates 150.6K website visits in 2026-09. Visits can include repeat visits; this estimate does not measure paying customers or revenue.Source

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