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What is Demo mode, and how do I exit it?

Demo Mode shows sample portfolio data so you can explore PortfolioPilot's features before adding your own holdings. It does not reflect any real account or investment - everything in Demo Mode is fictional example data.

How to exit demo mode:

  • Add your real portfolio - connect a brokerage account, upload a statement, or enter holdings manually
  • Once you add your first real account or holding, demo mode turns off automatically
  • All demo data disappears and is replaced by your actual portfolio

If you want to explore the platform without committing to a full setup, you can stay in Demo Mode as long as you like - just keep in mind that any analysis and recommendations you see are based on sample data, not your real investments.

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