How do I add another portfolio or account to PortfolioPilot?
You can add as many accounts as you'd like in Net Worth. A common pattern is adding a spouse's accounts so you both see one combined household view. Everything aggregates automatically.
To add an account, open Net Worth - Add an asset and pick the type:
- Securities: brokerage accounts, retirement accounts, crypto, stocks, ETFs.
- Real estate: properties.
- Other assets: vehicles, jewelry, private equity, loans, and similar.
Then choose how to add it:
- Search for your institution by name in the connection search box. PortfolioPilot routes you to the right connection partner for an automatic sync.
- Upload a statement or screenshot (PDF, screenshot, Excel, or CSV). PortfolioPilot extracts the holdings.
- Paste or enter holdings manually by ticker.
For cash you want available in Asset Groups (e.g. an emergency fund), add it under Securities as a Securities account. For pension income, add it under Net Worth - Add an asset - Other assets - Pension. The income added there is automatically included in your Retirement planning projections.
