Alphathena vs PortfolioPilot (2026): Pricing, Features & Which to Choose

Who comes out ahead

Based only on the facts in our directory. The right pick still depends on the job you need done.

Lower starting price
Not comparable
Not comparable: Alphathena does not list a price
Free plan
Tie
Neither has one
Higher rating
PortfolioPilot
3.8 against 4.3
Same job?
Yes
Both are Finance & Fintech AI tools

Side by side

Compared on	Alphathena	PortfolioPilot
Our rating	3.8	4.3Better
Starts at	Not listed	Not listed
Free plan	No	No
Category	Finance & Fintech AI	Finance & Fintech AI
Plans	See pricing	See pricing
Key features	Direct indexing with individually held underlying securities Automated tax-loss harvesting at the position level Portfolio personalisation to client preferences and exclusions Built for registered investment advisers rather than end investors Automated rebalancing across many client accounts	AI chat assistant for investing, tax and planning questions grounded in current data Continuous tax-loss-harvesting and hidden-fee detection Unlimited-account net worth tracking across 401k, brokerage, crypto and real estate Retirement and custom future-scenario simulations Registered investment adviser with published Form CRS and Form ADV
Pros	Brings a large-manager capability to independent advisers Automation removes the operational barrier to direct indexing Personalisation and tax efficiency addressed together	A real SEC-registered adviser rather than an unregulated calculator A usable free tier covers net worth and retirement planning with no cost Flat subscription pricing well below a traditional percentage-of-assets advisor fee
Cons	Tax benefits depend heavily on individual client circumstances Adviser infrastructure with no consumer application	Full AI assistant access and most planning tools require a Gold plan or higher Public site content is educational, not personalized advice, until you become a client Higher tiers (Platinum, Pro) get expensive for a self-directed individual investor
Company		Global Predictions Inc, founded 2020

Prices come from each vendor's pricing page, last checked 20260923. Check the vendor before you buy.

FAQ

Questions people ask

Is Alphathena better than PortfolioPilot?

In our reviews Alphathena scores 3.8 and PortfolioPilot scores 4.3. The better pick depends on the job. Alphathena: AI-enhanced direct indexing and tax-loss harvesting for registered investment advisers. PortfolioPilot: SEC-registered AI investing coach from Global Predictions that tracks net worth, taxes and retirement planning, with a free tier and three paid subscription levels.

Which is cheaper, Alphathena or PortfolioPilot?

Alphathena: see pricing. PortfolioPilot: see pricing.

Do Alphathena and PortfolioPilot have free plans?

Neither lists a free plan.

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