---
description: Discover the benefits and disadvantages of Investor Pilot.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Investor Pilot Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/31242/stock-portfolio-management/software) > [Investor Pilot](/software/1103318/Investor-Pilot)

# Investor Pilot

Canonical: https://www.capterra.co.uk/software/1103318/Investor-Pilot

> Portfolio tracking software for self-directed investors to monitor performance, organise strategies, set goals, and stay disciplined.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Investor Pilot?

B2C Self-directed retail investors, beginners, serious investors, rules-based traders and 401K/Superfund — seeking structured goal tracking, strategy organisation and portfolio performance management.

## About the vendor

- **Company**: Investor Pilot

## Commercial Context

- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Pricing Details**: Investor Pilot uses a freemium subscription model. Investors can start with a free plan that supports up to 10 open holdings, strategy-based organisation, goal tracking, education, and Market Radar, making it easy to try the platform and begin tracking a smaller portfolio.

Paid plans are available for users who need more capacity and access to additional features, including systematic trading, expanded portfolio tracking, more advanced charting, and alert notifications.

The pricing structure is designed to support investors as their needs grow. Newer investors can begin with the free plan, while more active or experienced self-directed investors can choose a paid tier that better suits the size and complexity of their portfolio.
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, United Kingdom, United States

## Features

- Alerts/Notifications
- Portfolio Accounting
- Portfolio Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Stock Portfolio Management Software](https://www.capterra.co.uk/directory/31242/stock-portfolio-management/software)

## Alternatives

1. [Sharesight](https://www.capterra.co.uk/software/207519/sharesight) — 3.3/5 (3 reviews)
2. [PORTAX](https://www.capterra.co.uk/software/188095/portax-after-tax-portfolio-analysis) (0 reviews)
3. [Cash App](https://www.capterra.co.uk/software/1016710/cash-app) — 4.2/5 (703 reviews)
4. [Similarweb](https://www.capterra.co.uk/software/148472/similarweb-pro) — 4.6/5 (261 reviews)
5. [Dolibarr](https://www.capterra.co.uk/software/159500/dolibarr-erp-crm) — 4.5/5 (106 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1103318/Investor-Pilot)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10047971/Investor-Pilot/> |
| en-AE | <https://www.capterra.ae/software/1103318/Investor-Pilot> |
| en-AU | <https://www.capterra.com.au/software/1103318/Investor-Pilot> |
| en-CA | <https://www.capterra.ca/software/1103318/Investor-Pilot> |
| en-GB | <https://www.capterra.co.uk/software/1103318/Investor-Pilot> |
| en-IE | <https://www.capterra.ie/software/1103318/Investor-Pilot> |
| en-IL | <https://www.capterra.co.il/software/1103318/Investor-Pilot> |
| en-IN | <https://www.capterra.in/software/1103318/Investor-Pilot> |
| en-NZ | <https://www.capterra.co.nz/software/1103318/Investor-Pilot> |
| en-SG | <https://www.capterra.com.sg/software/1103318/Investor-Pilot> |
| en-ZA | <https://www.capterra.co.za/software/1103318/Investor-Pilot> |

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