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Why does my externally connected portfolio have incorrect values?

If your account is incorrect by a small amount, it is likely that there is a data delay. Our connection partners have a guarantee of data being at most 24 hours old, so it's possible that your imported portfolio may 'lag'. If your connected portfolio is off by a large amount or is missing items, you can manually edit the positions to override the values or reach out to support@portfoliopilot.com with your latest account statement or list of what the values should be.

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Last updated on
July 30, 2026

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