Smart investing,
on autopilot.
Stop fighting with spreadsheets. HODL Pilot brings your entire investment world together—analyzing, optimizing, and growing your wealth automatically.
* Figures above represent potential optimizations based on extended platform usage and average user scenarios. Actual results vary by portfolio and market conditions; no returns are guaranteed.
Why investors love HODL Pilot
Finally, total clarity. We replace the chaos of multiple logins and spreadsheets with a single, intelligent view of your wealth.
Goodbye, spreadsheets
See all your accounts, stocks, crypto, and real estate in one place. No more manual data entry or broken formulas.
Smart decisions, instantly
Our AI analyzes your portfolio 24/7 and tells you exactly when to rebalance or harvest tax losses to maximize your returns.
Bank-grade peace of mind
We use the same security standards as top financial institutions. Your data is encrypted, private, and never sold.
Professional tools, simplified
Access the kind of powerful analytics used by wealth managers, but designed for you. Simple, beautiful, and effective.
Investing made simple. Finally.
It takes just minutes to upgrade your financial life.
Connect
Securely link your brokerages, wallets, and bank accounts. We support 10,000+ institutions worldwide.
Analyze
Our AI instantly scans your portfolio to find hidden fees, tax savings, and better investment opportunities.
Autopilot
Set your goals and let HODL Pilot handle the rest—rebalancing, tax harvesting, and tracking your growth.
Everything you need to grow your wealth
HODL Pilot gives you the power of a professional wealth manager, with the simplicity of a modern app.
Ask Your AI Assistant
Have a question about your portfolio? Just ask. "Hey, am I too exposed to tech stocks?" or "How would a market crash affect me?" Our AI gives you clear, jargon-free answers.
Stop Overpaying Taxes
We automatically find opportunities to harvest tax losses, helping you keep more of what you earn. It often pays for the subscription itself.
Track Everything
Crypto, stocks, startups, real estate. If you own it, you can track it here. See your true net worth in one glance.
Set It and Forget It
Create simple rules like "Invest $500 into S&P 500 every month" or "Rebalance if Bitcoin goes above 10% of portfolio". We handle the rest.
Reach Your Goals
Saving for a house? Retirement? A dream trip? Set your goals and tracked your progress with easy-to-understand visualizations.
Fort Knox Security
We use state-of-the-art encryption and security practices. Your data is yours alone—we never share or sell it to anyone.
Early voices from the private preview
“Our spreadsheets couldn’t keep up with 9 accounts. HODL Pilot’s AI rebalancer and automation playbooks slashed the work to minutes.”
“The tax orchestrator flags wash sales across accounts before trades settle—nothing else gives that clarity.”
“Having compliance, AI, and automation delivered as a managed SaaS offering is exactly what our advisory practice needed.”
Claim your place in the launch cohorts
HODL Pilot is the AI-first, compliance-ready portfolio OS run as a private SaaS. Secure your invite to experience the future of DIY investing before it opens to the wider market.
You're on the launch list!
We'll notify you as soon as your spot opens up.
Managed SaaS • Source code remains private • Limited seats per cohort
Who is HODL Pilot for?
Whether you're deep in DeFi or building a dividend empire, we've got you covered.
The Crypto Native
For the DeFi Pioneer. Track thousands of tokens, liquidity pools, and staking rewards across multiple chains. HODL Pilot untangles complex transactions so you don't have to.
The Stock Market Pro
For the Dividend & Growth Investor. Visualize your income stream, track dividend dates, and optimize your asset location between taxable and tax-advantaged accounts.
The Diversified Strategist
For the Modern Polymath. Startups, private equity, crypto, and stocks—all in one dashboard. See your true net worth and correlation risk across every asset class.
The Passive Income Seeker
For the Cashflow King. Combine dividends, bond yields, and staking rewards into one unified income calendar. Watch your passive income grow month over month.
The FIRE Planner
For the Early Retiree. Track your path to financial independence. Monitor your savings rate, projected freedom date, and safe withdrawal scenarios.
The Global Citizen
For the Cross-Border Investor. Manage assets across EUR, USD, and GBP. Automated currency conversion and localized tax reporting for compliant portfolios.
Your security is our top priority
We use enterprise-grade encryption and security practices to keep your data safe.
Bank-Level Encryption
Your data is encrypted at rest and in transit using the highest industry standards.
Privacy First
Your data belongs to you. We never sell or share your personal information with third parties.
Regulatory Compliance
We adhere to strict financial regulations across the EU, UK, and US to ensure your protection.
Identity Protection
Multi-factor authentication (MFA) and advanced access controls keep your account secure.
Continuous Monitoring
Our systems are monitored 24/7 to detect and prevent any suspicious activity.
Audit Ready
We maintain detailed records and audit trails to ensure meaningful transparency.
Choose the right plan for you
Simple pricing. No hidden fees. Cancel anytime.
Pilot
Perfect for getting started. Track all your assets in one place.
- Unlimited portfolio tracking
- Basic performance analytics
- Goal tracking dashboards
- Secure bank connections
Captain
Superchage your wealth with AI and automation tools.
- Everything in Pilot
- AI Investment Assistant
- Smart Tax Optimization
- Auto-rebalancing & Alerts
Fleet
For family offices, professionals, and high net worth individuals needing dedicated support.
- Everything in Captain
- Dedicated Account Manager
- Custom Reporting
- Priority Support & Onboarding
Join the waitlist to secure early-bird pricing.
Frequently asked questions
We are currently in a private beta. Join the waitlist to be notified as soon as spots open up! We are onboarding users in cohorts to ensure a stable and personalized experience.
We tailored our AI specifically for personal wealth management. It's not a generic chatbot—it's an expert trained on tax codes, asset allocation models, and risk management. It acts as a dedicated financial expert to answer any question and guide you toward your specific goals.
Yes! You can securely connect unlimited brokerage accounts, crypto wallets, and bank accounts. We integrate with major providers like Robinhood, Coinbase, Fidelity, Schwab, and 10,000+ other financial institutions via secure APIs.
Absolutely. We use bank-level encryption (AES-256) and security protocols. HODL Pilot is a non-custodial platform, meaning we track your assets but never have the ability to withdraw or move your funds. Your data is your own and is never sold to third parties.
Yes. Our "Smart Tax Optimization" feature constantly monitors your portfolio for tax-loss harvesting opportunities. It alerts you when you can sell an asset at a loss to offset gains, potentially saving you thousands in taxes. This feature is available in the Captain and Fleet plans.
We support Stocks, ETFs, Mutual Funds, Cryptocurrencies, NFTs, Private Equity, and Commodities. If it's a financial asset, we track it.
Yes! We designed HODL Pilot to be simple enough for beginners but powerful enough for pros. Our AI assistant guides you every step of the way, explaining complex financial concepts in plain English.