Why do I need to connect my account to get investment insights?
PortfolioPilot has three main sources of input: 1) our models & economic data, 2) your existing investments, and 3) information you have shared about your risk appetite and investing preferences. That means that by manually importing or linking your existing investment account(s), we can personalize recommendations to align your preferences with specific changes to your portfolio. Remember, for security & privacy reasons, PortfolioPilot has read-only access to your investment accounts and cannot make changes on your behalf. Only you can make real trades within your portfolio.