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Portfolio Pie
Pricing

Choose your plan

Start free and upgrade as your portfolio grows. All plans include our core allocation-first approach.

Free
$0/forever

Perfect for getting started with basic allocation tracking

  • Up to 3 portfolios
  • Basic drift alerts (25% bands)
  • Manual asset tracking
  • Expert templates
  • Email support
Get Started
Most Popular
Pro
$9/per month

For serious investors who want full control and automation

  • Unlimited portfolios
  • Custom drift bands (per-slice)
  • Plaid account linking
  • AI Coach access
  • Nested pies (3 levels)
  • Priority email support
  • Export data
Try Pro
Premium
$19/per month

For professionals and complex portfolios

  • Everything in Pro
  • Unlimited nested levels
  • Advanced rebalancing rules
  • API access
  • White-label reports
  • Phone support
  • Custom integrations
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FAQ

Frequently asked questions

Everything you need to know about Portfolio Pie pricing and features.

Ready to simplify your allocation?

Start with our free plan and see how Portfolio Pie can help you maintain better allocation discipline.

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