Keeping it Simple
Free
$0
For getting started with the
basics, no time limits
- 1 Portfolio
- 10 Stock Holdings
- Standard Reporting
- Limited Support
- Limited Market Updates
Prices are in CAD, taxes may apply
Essential
$19
$24.00
Starting and continuing your
investment journey
- 2 Portfolios
- 40 Stock Holdings
- Standard Reporting
- Cash Accounts
- In-App Alerts
Prices are in CAD, taxes may apply
Investor Plus
$39
$49.00
Wanting to get the most out of
your investments
- 5 Portfolios
- Unlimited Holdings
- Full Reporting
- Cash Accounts
- Custom Alerts
- Systematic Trading Management
Prices are in CAD, taxes may apply
Plans Comparison
Pricing FAQ's
What does the Free plan offer?
The best way to experience Investor Pilot is to start with the Free plan.
Simply click Sign Up, enter your email address and choose a password — no credit card required. Once you load your current holdings, you’ll have full access to all the core features straight away. You only need to consider upgrading to a paid plan when you reach the plan limits outlined above.
We want getting started, to be as easy and risk-free as possible.
What are the differences between the paid plans?
Each paid plan is designed for a different level of investor. The key differences are the number of holdings, portfolios, and transactions you can track, as well as access to advanced features. You can compare the plans in the table above to find the one that best suits your needs.
The Investor Plus plan is designed for stock traders who utilise systematic trading systems.
Can I upgrade or downgrade my plan at any time?
Yes. You can upgrade your plan at any time directly from your account settings. If you upgrade mid-billing cycle, you’ll only be charged the difference for the remaining period. You can also downgrade at the end of your current billing period with no penalty.
Is my financial data safe and private?
Investor Pilot takes your privacy seriously. Your data is encrypted and securely stored. We do not sell or share your personal or financial information with any third parties. You remain in full control of your data at all times.
What payment methods do you accept?
We accept all major credit and debit cards. All payments are processed securely using Stripe. We do not store any credit card details. You will receive a receipt by email after each payment, and your billing history is always accessible from your account settings.
What happens to my data if I cancel my subscription?
If you cancel your paid plan, your account will revert to the Free plan at the end of your billing period. Your data is not deleted — you’ll retain access to your holdings and history within the Free plan limits. You can re-upgrade at any time to restore full access.
Build Your Investment Plan With Investor Pilot
Investor Pilot will show you how to get started, maintain and grow your portfolio.