My account sync shows old data - why isn't it updating?
There are two independent systems at work: price updates and portfolio sync. Both update daily, but they happen separately - so your quantities may be current while prices haven’t refreshed yet (or vice versa). Here’s what to know:
How the two systems work:
- Prices update daily after market close. Your portfolio quantities may be up to date before prices have refreshed - this is normal
- "Synced" means we’ve refreshed your holdings data from your brokerage. However, some providers cache data (up to ~24 hours) or delay new transactions until settlement - this is a brokerage-side limitation, not a PortfolioPilot issue
- Manually entered portfolios reflect your last edit; market values continue updating daily as prices change
How to check and fix it:
- Check the sync status footer at the bottom of any portfolio page - it shows when prices were last updated and when the portfolio was last synced
- A green dot means the connection is active; a red dot means it's stale and needs to be reconnected
- If you see a red dot, click on the account and reconnect through Plaid, SnapTrade, or Yodlee
- You can also trigger a manual sync by clicking the refresh icon on the account row
Note: Prices and portfolio sync update independently. Market prices update daily after market close. “Synced” means we’ve refreshed your holdings data from your brokerage - but some providers may cache data (up to ~24 hours) or delay new transactions until settlement. This means your portfolio quantities may be up to date while the prices haven’t refreshed yet, or vice versa. For manually entered portfolios, market values continue updating daily as prices change, but the quantities reflect your last manual edit. If transactions are missing or delayed, this is typically a delay on the brokerage’s side - you can trigger a manual sync by clicking the refresh icon on the account.
