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Why are bonds missing from my portfolio?

Unfortunately PortfolioPilot does not track all bonds and the mapping logic from CUSIPs is quite tricky to get right every time. To fix this, go to the Details page, find the bond in the table, and click on it to open the Edit Security menu. From there, you can 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.

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1: As of February 20, 2025