# Copilot: finance AI features and pricing

General AI assistants. Made by Microsoft Corporation, United States. https://copilot.microsoft.com. 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: Partial. August 2026 release notes: finance answer cards in Chat for Microsoft account users; no fetch time stated. (https://techcommunity.microsoft.com/blog/microsoft-copilot-blog/what%E2%80%99s-new-in-microsoft-copilot--august-2026/4551960, read 2026-11-01)
- Company filings: Not stated
- Cited sources: Partial. Transparency note: web-grounded responses carry hyperlinked citations listed below the text; web mode only, not per claim. (https://support.microsoft.com/en-us/privacy/microsoft-copilot/transparency-note, read 2026-11-01)
- Earnings calls: Not stated
- Your portfolio: Not stated
- Trade execution: Not stated
- Scheduled tasks: Yes. Copilot Tasks run at a set time or on a recurring schedule, unattended; personal accounts on Microsoft 365 Personal, Family and Premium. (https://support.microsoft.com/en-us/microsoft-365-copilot/using-copilot-tasks, read 2026-11-01)
- Price alerts: Partial. Tasks example: email a weekly summary of a stock's performance; scheduled email only, no price-threshold alert. (https://support.microsoft.com/en-us/microsoft-365-copilot/using-copilot-tasks, read 2026-11-01)
- Markets covered: Not stated
- Document upload: Yes. Transparency note: users upload images or supported file types and Copilot can analyse and extract information from them; types not listed. (https://support.microsoft.com/en-us/privacy/microsoft-copilot/transparency-note, read 2026-11-01)
- Mobile app: Yes. Support: install the Copilot app from the Apple App Store or Google Play. (https://support.microsoft.com/en-us/microsoft-365-copilot/what-is-microsoft-copilot-app, read 2026-11-01)
- API or agent access: Not stated
- Free tier: Free with a Microsoft account, limited usage; Copilot Tasks need a Microsoft 365 Personal, Family or Premium subscription (https://www.microsoft.com/en-us/microsoft-365/buy/compare-all-microsoft-365-products, read 2026-11-01)
- Entry plan: Microsoft 365 Personal, USD 9.99/month billed monthly (USD 99.99/year). Per month: $9.99/month (https://www.microsoft.com/en-us/microsoft-365/buy/compare-all-microsoft-365-products, read 2026-11-01)
- Top plan: Microsoft 365 Premium, USD 19.99/month billed monthly (USD 199.99/year). Per month: $19.99/month (https://www.microsoft.com/en-us/microsoft-365/buy/compare-all-microsoft-365-products, read 2026-11-01)
- Trial: 1 month (https://www.microsoft.com/en-us/microsoft-365/buy/compare-all-microsoft-365-products, read 2026-11-01)
- Regions: Over 170 markets, except China (excluding Hong Kong SAR) and embargoed markets (https://support.microsoft.com/en-us/topic/supported-regions-and-languages-in-microsoft-copilot-26de43a1-c176-4908-bef7-29c8c37ac7ce, read 2026-11-01)

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/

Created and maintained by Moneda.