Top Co-Pilot Alternatives & Competitors

Finding the right software for your business can be challenging, and while Co-Pilot is a popular choice, it may not be the perfect fit for everyone. If you're exploring Co-Pilot alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Co-Pilot and discover the ideal solution tailored to your needs.

Co-Pilot is also listed in these categories:

Last Updated: September 06, 2025

Popular Alternative Software

Active Trader Pro

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All Competitors and Alternatives to Co-Pilot

Excel Price Feed is a stock portfolio management software that enables users to track and manage their investments efficiently. With this platform, users can automatically update stock prices in real time, making it easier to monitor portfolio performance and adjust strategies. Excel Price Feed integrates with Microsoft Excel, allowing users to import financial data directly into spreadsheets for ... Read more about Excel Price Feed

Free Trial

Available

Pricing Type

$15 Per month

Location

United Kingdom

Is360 is a comprehensive stock portfolio management software designed to help investors and financial professionals track and optimize their investments. The platform provides users with real-time data on their portfolio performance, including stock prices, asset allocation, and market trends. With powerful analytical tools, Is360 enables users to assess risk, analyze market patterns, and generate... Read more about Is360

Free Trial

NA

Pricing Type

Contact Vendor

Location

Brazil

Derivatas is a sophisticated stock portfolio management software designed to empower investors and financial advisors with the tools needed to efficiently manage and optimize their investment portfolios. This comprehensive platform offers a suite of features that streamline portfolio tracking, performance analysis, and strategic planning, ensuring that users can make informed investment decisions ... Read more about Derivatas

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

LEIF is a powerful stock portfolio management software designed to help investors and financial advisors efficiently manage, track, and optimize their investment portfolios. It offers a comprehensive suite of tools for portfolio tracking, performance analysis, risk assessment, and reporting, ensuring that users can make informed investment decisions and maximize their returns. LEIF’s intuitive i... Read more about LEIF

Free Trial

NA

Pricing Type

Contact Vendor

Location

Sweden

MProfit Advisor is an advanced stock portfolio management software specifically designed for financial advisors, investors, and wealth managers. The platform provides a wide range of features to track and manage multiple portfolios, monitor market conditions, and generate detailed reports. MProfit Advisor supports various asset classes, including stocks, mutual funds, bonds, and ETFs, allowing use... Read more about MProfit Advisor

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

Portfolio Manager is a comprehensive Lease Management Software designed to streamline and optimize the management of lease agreements for property managers, real estate professionals, and corporate lease departments. With its user-friendly interface, Portfolio Manager offers a complete suite of tools for tracking lease terms, managing tenant information, and handling financial transactions efficie... Read more about Portfolio Manager

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Portfolio Tracker is a powerful stock portfolio management software that helps investors monitor and manage their investments with ease. With an intuitive interface, users can track the performance of their assets in real-time, analyze market trends, and make informed decisions. The software allows for easy categorization of investments, providing comprehensive insights into portfolio diversificat... Read more about Portfolio Tracker

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

Portfolio Trader is an advanced stock portfolio management software developed for investors who want to optimize and streamline their investment tracking. The platform provides a comprehensive view of asset performance, including stocks, ETFs, bonds, and other financial instruments. With realtime data updates, Portfolio Trader enables users to monitor market trends and track portfolio growth or de... Read more about Portfolio Trader

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

RD Investment Suite is a powerful stock portfolio management software designed to streamline the tracking and optimization of investment portfolios. It allows financial advisors, traders, and investors to efficiently organize and analyze stock portfolios in real time. With an intuitive interface, RD Investment Suite provides comprehensive analytics, enabling users to monitor performance, rebalance... Read more about RD Investment Suite

Free Trial

NA

Pricing Type

Contact Vendor

Location

Chile

Reporting.VC is a powerful stock portfolio management software designed to help investors and financial advisors track, analyze, and optimize their investment portfolios. The platform provides real-time updates on market trends, stock prices, and portfolio performance, allowing users to make informed decisions about their investments. Reporting.VC features comprehensive analytics tools that offer ... Read more about Reporting.VC

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Sharpfin is an advanced stock portfolio management software designed to help investors and financial advisors efficiently manage, track, and optimize their investment portfolios. It offers a comprehensive suite of tools for portfolio tracking, performance analysis, risk assessment, and reporting, ensuring that users can make informed investment decisions and maximize their returns. Sharpfin’s in... Read more about Sharpfin

Free Trial

Available

Pricing Type

Contact Vendor

Location

Sweden

Tykr is a powerful stock portfolio management software designed to help investors track and manage their investments. With Tykr, users can monitor their stock performance, analyze trends, and make data-driven decisions to optimize their portfolios. The software offers real-time market data, financial analysis tools, and risk assessment features to help investors evaluate the value of their holding... Read more about Tykr

Free Trial

Available

Pricing Type

$19 Per month

Location

Netherlands

AccounTrex is a sophisticated Stock Portfolio Management Software designed to help investors and financial advisors efficiently manage and optimize their investment portfolios. Featuring an intuitive platform, AccounTrex allows users to track stock performance, analyze market trends, and monitor portfolio diversification with ease. The software includes robust tools for real-time data visualizatio... Read more about AccounTrex

Free Trial

NA

Pricing Type

$1650 Per user

Location

United States

Aikido is a robust stock portfolio management software that allows investors and portfolio managers to track and manage their investments with ease. The platform provides a centralized dashboard where users can view detailed performance metrics, track stock prices, and monitor portfolio health in real time. Aikido’s advanced analytics tools help investors analyze market trends, identify potentia... Read more about Aikido

Free Trial

NA

Pricing Type

$20 Per user

Location

Ireland

FAQs About Co-Pilot Alternatives

Some of the best alternatives to Co-Pilot include Tamarac, Portfolio Tracker, Tykr, MProfit Advisor, Is360, Excel Price Feed, Sharpfin, Aikido, LEIF, Derivatas , RD Investment Suite, Portfolio Trader, AccounTrex, Reporting.VC and Portfolio Manager. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Co-Pilot, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Free Trial options like Tykr, Excel Price Feed and Sharpfin (test premium features before subscribing).

These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.

Small businesses looking for an easy-to-use and cost-effective alternative to Co-Pilot can consider Tamarac, Portfolio Tracker, Tykr, MProfit Advisor, Is360, Excel Price Feed, Sharpfin, Aikido, LEIF, Derivatas , RD Investment Suite, Portfolio Trader, AccounTrex, Reporting.VC and Portfolio Manager. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Some of the best cloud-based alternatives to Co-Pilot include Tamarac, Tykr, Sharpfin, Aikido, LEIF, RD Investment Suite, AccounTrex and Portfolio Manager. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

In conclusion, while Co-Pilot offers a robust suite of features for portfolio management, several alternatives like Portfolio Manager, AccounTrex, and MProfit Advisor provide unique strengths that may better suit specific user needs. Tools such as Derivatas and Portfolio Tracker excel in tracking and analytics, while Excel Price Feed and Reporting.VC cater to those who prefer customizable solutions. For advanced users, Is360 and RD Investment Suite offer comprehensive capabilities. Ultimately, the choice depends on individual requirements, making it essential to evaluate each option carefully to find the best fit.