Unfortunately PortfolioPilot does not track all bonds and the mapping logic from CUSIPs is quite tricky to get right every time. The easiest thing you can do is press “Edit security” and enter the right name, asset type (e.g. “Fixed income”), bond type, and expected return. Updating this value will help PortfolioPilot provide a better analysis of your portfolio, and help us solve these mapping issues for others going forward.
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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