Vestiio vs PortfolioPilot

Which one should you pick?

Pick PortfolioPilot if

You want planning rather than analysis: retirement and scenario modelling, tax-saving and fee optimisation across all your accounts, real estate and private assets in one net-worth picture, or a quarterly call with a human.

Pick Vestiio if

You are a self-directed investor who wants the securities you own understood: AI chat on every paid tier, opinionated scoring, material news on your holdings, and 13F fund tracking. Also if you prefer software that analyses rather than advises.

Feature by feature

Capability	Vestiio	PortfolioPilot
Portfolio tracking and performance	✓	✓
AI on your own portfolioVestiio includes it on every paid tier from $19. PortfolioPilot is limited at $29 and unlimited at $99	✓	✓
Whole net worth, including property and private assets	✕	✓
Retirement and scenario planning	✕	✓
Tax and fee optimisation	✕	✓
1:1 expert callPortfolioPilot Pro only	✕	✓
13F fund tracking	✓	✕
Private, invite-only leaguesA public community or ranking is common. This row is about invite-only leagues among people you choose	✓	✕
Swiss data residencyApplication data hosted in Switzerland. Their hosting is their own to state; this row is only about ours	✓	✕

Where PortfolioPilot is stronger

Covers your whole net worth, including real estate and private assets, not only listed securities.
Genuine financial planning: retirement modelling, scenario simulation, and cash-flow analysis.
Tax-saving and fee-detection work that Vestiio deliberately does not attempt.
A human quarterly call on the top tier, which no amount of software replaces.

Where Vestiio is stronger

AI chat on your holdings is included on every paid tier, starting at $19, rather than metered by plan.
13F Fund Explorer, which PortfolioPilot does not offer at any price.
V-Score and ETF Rating as opinionated, thesis-aware scoring.
Portfolio Radar: AI-classified material news on the things you actually own.
Informational analysis rather than recommendations, which keeps the product out of advice territory.
A share page in percentages rather than amounts, so you show how you invest without showing how much.
A month-by-month activity record on that page: what you bought and sold, how your thesis changed, and a written summary of the month.
Swiss-hosted, with portfolio contents never used to train models.

Pricing

Vestiio

Plan	Price	Includes
Basic	$19/mo	1 portfolio, $190/yr
Pro	$39/mo	2 portfolios, $390/yr
Premium	$59/mo	5 portfolios, $590/yr

Extra portfolios are $10/mo each. Basic may add one; Pro and Premium up to ten. No free tier. A Demo workspace with a synthetic portfolio lets you try the product before paying.

PortfolioPilot

Plan	Price	Limits
Free	$0	Net worth tracking, planning
Gold	$29/mo	$20/mo annual. AI assistant, limited
Platinum	$99/mo	$49/mo annual. AI unlimited, AI equity research
Pro	$149/mo	$99/mo annual. Quarterly expert call

PortfolioPilot pricing last verified 2026-09-09 against their own pricing page. Check it before relying on the figures.

Try Vestiio on your own portfolio

Connect a broker read-only, or start in a demo workspace with a synthetic portfolio and see what the analysis looks like before you pay.

See plans and pricing