Where to invest your next dollar:
What to buy with new cash

Where to invest your next dollar suggests what to buy with money you are about to add, so new cash improves the portfolio you already have.

Enter an amount and PortfolioPilot suggests specific buys that fit your portfolio and your recommendation preferences. Part of Gold.

Feature basics

Which plan you need
Where to invest. Part of the Gold plan and above
You enter
Any amount you plan to invest
Respects
Your recommendation preferences and risk level

What would it suggest?

Illustrative suggestions for a hypothetical portfolio. Switch the amount.

portfoliopilot.com/improve/recommendations

Illustrative suggestions for where to invest $1,000, $10,000 or $50,000 in a hypothetical portfolio.

The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.

How it works

How where to invest works in PortfolioPilot

Three steps from your accounts to the answer.

Step 1

Add your accounts

Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.

Step 2

Enter an amount

Open Where to invest your next $ in the Recommendations hub and type an amount.

Step 3

Review the buys

See what to buy and why, then add it to a draft or act in your brokerage.

How it decides

How does PortfolioPilot pick where to invest?

The same rules as your other recommendations.

Fills the gaps

Buys that would most improve your Portfolio Score.

Your preferences

Only the security types, dividend minimum and fee limit you chose.

Any amount

From a small monthly deposit to a large one-off sum.

Or sell to withdraw

Platinum adds the reverse: what to sell to withdraw an amount.

Related AI financial advisor features

Put your next dollar to work

Add your accounts and enter an amount. Where to invest is part of Gold.

Bank-level security. Learn more
Questions

Questions about where to invest

Short answers here, with a link to the full help center article where one exists.

How do I choose the amount?

Type any amount in Where to invest your next $.

Does it use my preferences?

Yes. It follows your recommendation preferences. Read more in the Help Center →

Will it place the trades?

No. It suggests buys; you decide whether to act.

Can it tell me what to sell instead?

Yes, What to sell to withdraw $ is part of Platinum.

Is it free?

No. Where to invest is part of Gold, Platinum and Pro.