# Copilot Money (Money Assistant): finance AI features and pricing

Fintech and startup assistants. Made by Copilot Money, Inc., United States. https://www.copilot.money/. Facts only, each with the product's own page and the date read, or "Not stated". No reviews, ratings or verdicts.

## Functionality and pricing

- Live quotes: Not stated
- Company filings: Not stated
- Cited sources: Not stated
- Earnings calls: Not stated
- Your portfolio: Partial. Assistant answers questions about the user's own data (examples are spending and budgets); investment tracking is an app feature, but the FAQ does not say the assistant reasons over holdings. (https://www.copilot.money/faq, read 2026-11-02)
- Trade execution: Not stated
- Scheduled tasks: Not stated
- Price alerts: Not stated
- Markets covered: Not stated
- Document upload: Not stated
- Mobile app: Yes. iPhone, Mac, iPad and Web; Money Assistant is described as built into the app (beta). (https://www.copilot.money/, read 2026-11-02)
- API or agent access: Not stated
- Free tier: Not stated
- Entry plan: Copilot, USD 9/month; USD 109 billed yearly (no tiers, no AI credits). Per month: $9/month (https://www.copilot.money/, read 2026-11-02)
- Top plan: Copilot, USD 9/month (single plan). Per month: $9/month (https://www.copilot.money/, read 2026-11-02)
- Trial: 1-month free trial for new users (https://www.copilot.money/faq, read 2026-11-02)
- Regions: United States only (US-based accounts) (https://www.copilot.money/faq, read 2026-11-02)

Per month is the stated monthly price, or a twelfth of a yearly price, in the plan's own currency. ≈ USD, converted at ECB rates of 2026-11-02 (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html).

## Product-track scores

None published yet.

Source: https://benchmarks.finance/products/copilot-money/

Created and maintained by Moneda.