We're Improving Our Services
While we're working on making PortfolioPilot even better, here's a helpful tutorial on using our Easy Portfolio Upload feature.
Estimated downtime: 2 hours
Tutorial: Using the Easy Portfolio Upload
The Easy Portfolio Upload feature allows you to quickly import your existing investments into PortfolioPilot for analysis and optimization. Follow these simple steps to get started:
Export your portfolio from your broker
Most brokers allow you to export your holdings as a CSV file. Look for an "Export" or "Download" option in your broker's account interface.
Supported brokers include Vanguard, Fidelity, Charles Schwab, TD Ameritrade, E*TRADE, and more.
Upload your portfolio file
Navigate to the "Portfolio" section in PortfolioPilot and click on the "Upload Portfolio" button. Select your CSV file from your computer.
Drag and drop your CSV file here or click to browse
Review and confirm your holdings
PortfolioPilot will automatically map your holdings to our database. Review the mapped securities and make any necessary adjustments before confirming.
Get your portfolio analysis
Once confirmed, PortfolioPilot will analyze your portfolio and provide insights on risk, diversification, fees, and potential optimizations.
Your portfolio score and detailed analysis will be available immediately after processing is complete.