How do I add CDs, savings bonds, or money market accounts to PortfolioPilot?
The best approach depends on the type of asset:
For money market accounts and cash equivalents:
- Click "Add an asset" → "Cash" → "Manually enter cash"
- Enter the account name and current balance
For CDs and savings bonds (as Fixed Income):
- Click "Add an asset" → "Other assets" → select "Custom" from the "Type of asset" dropdown
- Enter the asset name (e.g. "Chase CD - 12 month"), current value, and expected annual return (e.g. the CD's interest rate)
- In "Additional details (optional)", set the Asset Class to "Fixed Income"
Update the value at maturity or when the balance changes to keep your net worth accurate.
