Yes - two ways: recommending similar ETFs with lower fees to cut your fee burden, and finding tax-loss harvesting opportunities to reduce your tax bill.
View moreNo return can be guaranteed, but the Investing Advice page lists recommendations that may improve expected returns - start with the Top recommendations.
View moreIt depends on the type: credit cards go under Add Cash Account - Credit Card, while student loans, mortgages and other debt go under Add Other Assets.
View moreEach accepted recommendation triggers a recompute against your updated portfolio, so you add them one at a time and keep iterating to a higher score.
View moreUse the Comparison page to put actual portfolios, drafts, Asset Groups and indexes like the S&P 500 side by side across the platform's metrics.
View moreOpen the Track page to see your exposures broken down by country, sector and holding, for your whole portfolio or an individual account.
View moreThere is a personalized News section on the Track page and the Portfolio Insights page, plus per-security news in the Security Explorer.
View moreConnected accounts update automatically, typically within 24 hours. Manually entered assets are repriced daily at the latest market value.
View moreNo card entered means you cannot be charged - after day 10 your account reverts to the Free plan. If you did enter one, your chosen plan begins then.
View moreOpen the Details page, click the edit icon on the security, then either tick Use proxy security instead or set it to Custom to correct the analysis.
View moreNo - Canadian users get every PortfolioPilot feature free, including Gold, Platinum and Pro. Just sign up; no payment or promo code is needed.
View moreNo - only one promotion can be active at a time and codes cannot be stacked. Email support@portfoliopilot.com to check the options for your account.
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