How do I add mutual funds from smaller institutions to PortfolioPilot?
Most mutual funds with a ticker or CUSIP can be added directly. Here are your options:
Option 1 - Search by ticker or name (direct add):
- Click "Add an asset" (top right) → Securities → "Enter or copy/paste securities"
- Search by the fund's ticker or full name
- If found, enter the value or quantity and save
Option 2 - Add as a custom security (if not in our database):
- In the same "Enter or copy/paste securities" flow, type the fund name and select "Custom security" from the dropdown
- Set the Asset Class (e.g. Fixed Income, Equities) and enter the current value and expected annual return manually
Option 3 - Use a proxy security (for analysis and recommendations):
If the fund isn't recognized but has a similar equivalent (e.g. a proprietary bond fund similar to AGG):
- Go to Improve → Details page → find the unrecognized fund → click the edit (pencil) icon
- Check "Use proxy security instead" → search for a similar fund → Save
- PortfolioPilot will use the proxy's data for analysis, scoring, and recommendations
For a full guide to proxy and custom securities, see: Customization Features Tutorial
