Back to FAQs

Can I compare my portfolio’s tax efficiency over time?

Yes. You get real-time YTD capital gains estimates and a running view of sales, so you can see how tax posture changes through the year, not just at filing time.

How optimized is your portfolio?

PortfolioPilot is used by over 40,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:

Sign up for free
1: As of November 14, 2025