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How do I improve my Portfolio Score?

Two tools you can use to immediately improve your Portfolio Score are the Investing Advice page and the Portfolio Optimizer. The recommendations tool will provide you with a variety of trades you could make, which include buying new securities and selling ones you currently hold. Meanwhile, the Portfolio Optimizer will suggest re-weighting your existing securities to achieve the highest expected return for your given risk preference.

How optimized is your portfolio?

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

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1: As of February 20, 2025