2026 comparison

Portfolio Genius vs Empower

Flat-fee AI-powered active trading versus a percentage-based wealth management platform. Find which one fits your investing approach.

Quick verdict
Portfolio Genius is better for active traders who want AI recommendations, one-click execution, and predictable flat-fee pricing. Empower is better for passive investors focused on retirement planning, budgeting, and comprehensive financial management. Exploring other options? See our full list of personal capital alternatives.
Feature by feature

Side-by-side breakdown

See how Portfolio Genius and Empower compare across pricing, features, and capabilities.

Pricing Model04
Lite plan (7-day free trial)
PG:Yes - 3 portfolios, basic AI
Empower:Yes - full dashboard free
EM
Premium pricing
PG:$20/month flat fee
Empower:0.49-0.89% AUM
PG
Minimum investment
PG:None
Empower:$100k+ for advisory
PG
Predictable costs
PG:Yes - fixed monthly
Empower:No - scales with assets
PG
AI & Recommendations04
AI-powered analysis
PG:
Empower:Limited
PG
Trade recommendations
PG:Unlimited (Premium)
Empower:Advisory only ($250k+)
PG
Multiple AI models
PG:
Empower:
PG
Human advisors
PG:
Empower:Yes ($250k+)
EM
Trading & Execution04
Direct trade execution
PG:Yes (Alpaca)
Empower:Yes (managed accounts)
Tie
One-click trading
PG:
Empower:
PG
Self-directed trading
PG:
Empower:Limited
PG
Real-time prices
PG:
Empower:
Tie
Financial Planning04
Retirement calculator
PG:
Empower:
EM
Budgeting tools
PG:
Empower:
EM
Net worth tracking
PG:
Empower:
Tie
Account aggregation
PG:Brokerage focus
Empower:All accounts
EM
Social & Community03
Public portfolio sharing
PG:
Empower:
PG
Portfolio leaderboards
PG:
Empower:
PG
Community features
PG:
Empower:
PG
Pricing

Flat fee vs percentage of assets

Flat monthly fee vs percentage of assets — the difference adds up.

Portfolio Genius
$240/yr

Premium · same price at any portfolio size

Lite$10/month
Premium$20/month
Annual$200/year
$500K portfolio$240/year
  • AI recommendations + execution
  • No minimum investment
  • Public portfolios & leaderboards
  • Predictable monthly cost
Empower
$4,450/yr

Advisory on a $500K portfolio (0.89% AUM)

DashboardFree
Advisory0.49-0.89% AUM
Minimum$100k-$250k
$500K portfolio~$4,450/year
  • Free dashboard & tools
  • Human advisors (high balance)
  • High minimums for advisory
  • No social features

Save over $42,000 on a $500K portfolio across 10 years — Portfolio Genius costs $2,400 over a decade vs Empower Advisory's $44,500+.

Which one fits

Which platform is right for you?

Choose based on your investment style and financial goals.

01

Active Stock Traders

Recommended · Portfolio Genius

Investors who actively trade and want AI recommendations with instant execution.

Direct Alpaca integration enables one-click trade execution on AI recommendations. Empower focuses on passive wealth management, not active trading.

02

Cost-Conscious Investors

Recommended · Portfolio Genius

Investors who want premium features without percentage-based fees eating into returns.

Flat $20/month regardless of portfolio size. Empower's 0.89% AUM fee on a $500k portfolio costs $4,450/year vs $240/year with Portfolio Genius.

03

Social Investors

Recommended · Portfolio Genius

Investors who enjoy sharing performance and learning from top performers.

Public portfolios and leaderboards let you showcase your skills and discover winning strategies. Empower has no social features.

04

Retirement Planners

Recommended · Empower

Investors focused on long-term retirement planning with comprehensive financial tools.

Empower offers robust retirement calculators, budgeting tools, and full financial account aggregation designed for holistic financial planning.

05

High Net Worth Individuals

Recommended · Empower

Investors with $250k+ who want personalized human financial advice.

Empower provides access to dedicated human financial advisors for high-balance accounts. Portfolio Genius focuses on AI-driven self-directed investing.

FAQ

Frequently asked questions

Common questions about Portfolio Genius vs Empower.

What is the main difference between Portfolio Genius and Empower?

Portfolio Genius is an AI-powered active trading platform with one-click execution and social features, charging a flat $20/month. Empower (formerly Personal Capital) is a comprehensive financial dashboard with free tools and optional wealth management services charging 0.49-0.89% of assets annually.

Which platform is more affordable?

For most investors, Portfolio Genius is significantly more affordable. At $20/month ($240/year), it costs the same regardless of portfolio size. Empower's advisory fees scale with assets - a $500,000 portfolio would cost about $4,450/year in fees.

Does Empower offer AI recommendations like Portfolio Genius?

Empower provides portfolio analysis and allocation recommendations, but not AI-powered trade suggestions. Portfolio Genius uses multiple AI models to generate specific buy/sell recommendations that you can execute with one click.

Which platform is better for retirement planning?

Empower is better for comprehensive retirement planning. It offers sophisticated retirement calculators, Monte Carlo simulations, and budgeting tools. Portfolio Genius focuses on active portfolio management rather than long-term financial planning.

Can I execute trades on both platforms?

Yes, but differently. Portfolio Genius offers one-click trade execution through Alpaca for self-directed investors. Empower executes trades for you if you use their managed account service (requires $100k+ minimum).
Get started

Predictable pricing. AI-powered execution.

Flat $20/month — no AUM fees, no minimums. Free 7-day trial of premium features.