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How does PortfolioPilot use my personal financial data?

User data is processed in anonymized and encrypted form within the system's modeling infrastructure.

Connected accounts are accessed through trusted third-party providers using secure, read-only connections. PortfolioPilot does not store user banking credentials.

Data is used to generate analysis, scoring, forecasting, and portfolio-related insights within the platform.

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:

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1: As of November 14, 2025