My connected account shows double the value it should - the cash amount equals my total portfolio. Why?

This is a known issue that can occur with certain brokerage connections. What typically happens is that the brokerage reports both the total portfolio value as a cash balance and the individual securities separately, causing the account value to appear doubled.

Option 1 - Remove the duplicate cash entry:

Go to Track → Net Worth and open the affected account
Look for a cash or "sweep" entry that matches your total portfolio value
Click the edit (pencil) icon and set that cash entry to $0, or delete it if it's a duplicate

Option 2 - Reconnect the account:

Click the delete icon on the affected account in Track → Net Worth to disconnect it
Click "Add an asset" (top right) → Securities and reconnect your brokerage through Plaid, SnapTrade, or Yodlee
After reconnecting, check if the values look correct

Option 3 - Contact support:

If the issue persists after reconnecting, reach out to support@portfoliopilot.com with a screenshot of the affected account. Our team can investigate the specific connection and fix the data mapping.

Even if you fixed the duplicate manually using Option 1, it’s worth letting us know at support@portfoliopilot.com. We can contact our connection partner to get the underlying data mapping corrected, so it doesn’t recur after the next sync.

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1. As of November 14, 2025
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2. As of November 14, 2025
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3. $30B+ Assets on Platform as of February 20, 2025. Aggregated across all plans (including the free plan). Assets on Platform represent the total value of connected and manually inputted accounts (including assets like real estate and private equity) and does not in any way represent Asset Under Management as Global Predictions does not manage any client funds.

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