A swap replaces one holding with another, keeping the money invested while improving the portfolio.
In the Recommendations hub, choose I know what to sell to get a buy, or I know what to buy to see what to sell to fund it. PortfolioPilot suggests the other side for your portfolio. Recommendations never trade for you. Part of Gold.
Illustrative swaps. Switch sides.
PortfolioPilot swap one holding for another demo. Illustrative swaps. Switch sides.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
In the Recommendations hub, choose Swap one holding for another.
Choose a sell or a buy and review the suggested other side.
When you already know one half of the trade.
Sell a costly or overlapping fund and get a better fit.
Pick what you want and see what to sell.
See the estimated tax impact before you act.
Add the swap to a draft portfolio first.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
Yes, in a draft. Read more in the Help Center →
No.
Gold, Platinum and Pro.
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