# Investor Pilot Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Investor Pilot Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more.

Source: https://www.capterra.com/p/10047971/Investor-Pilot

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# 

 Investor Pilot Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 25, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support)

Investor Pilot

## What is Investor Pilot?

Investor Pilot is portfolio tracking software that helps investors manage assets through structured frameworks. The platform enables goal setting, timeframe definition, and risk assessment while organizing investments into strategy buckets to ensure decisions have clear rationales. The software features a repeatable investing loop for planning, execution, and review, promoting consistency across market conditions. Performance tracking measures progress against goals rather than short-term market shifts. Integration capabilities allow seamless updates of trades and holdings. Investor Pilot embeds educational content into workflows, teaching investing principles during planning and review phases. Every trade connects to a defined strategy, fostering informed decisions. The platform supports global stocks and ETFs and includes alerts and review tools to maintain discipline and alignment with strategies.

## What is Investor Pilot used for?

[Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$12

Flat Rate, Per Month

Free trial  
not available

Free version not included

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Historical Reporting

Information, data and reports that are being tracked over time

Investment Management

Manage and handle financial assets as well as other investments.

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Portfolio Accounting

Tracking and logging the performance, risks, gains and losses of investments

Investor Pilot 10 features

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Establish measurable goals and objectives and track their progress over a specific period of time

Information, data and reports that are being tracked over time

Manage and handle financial assets as well as other investments.

Observe and track the demand, usage, progress or quality of a system, product, or user

Tracking and logging the performance, risks, gains and losses of investments

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

Visualize and measure the performance of portfolios

Monitor and track stocks across portfolios and watch lists,

## Pricing

Free Version

Free Plan

$0.00

It includes:

-   1 Portfolio
-   10 Stock Holdings
-   Standard Reporting
-   Limited Support
-   Limited Market Updates

Essential Plan

$12.00

Flat Rate,Per Month

It includes:

-   2 Portfolios
-   40 Stock Holdings
-   Standard Reporting
-   Cash Accounts
-   In-App Alerts

Investor Plus Plan

$25.00

Flat Rate,Per Month

It includes:

-   5 Portfolios
-   Unlimited Holdings
-   Full Reporting
-   Cash Accounts
-   Custom Alerts
-   Systematic Trading Management

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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