Why is there a duplicate account or double-counted value in my Net Worth?
Duplicate entries usually appear after multiple connection attempts to the same institution, or when a connection refresh creates a new entry instead of updating the existing one.
To fix it:
- Open Net Worth.
- Identify the duplicate (usually the one with an older sync date, $0 balance, or fewer holdings than the other entry).
- Click the trash icon on the duplicate entry to remove it.
Duplicate sub-accounts within a single connected account: If the duplication is at the sub-account level (e.g. a brokerage connection that brought in the same account twice), open the parent account in Net Worth, click the pencil (Edit) icon, and toggle the duplicate sub-account to Inactive - that removes it from analysis without breaking the connection.
PortfolioPilot is read-only - removing an account here doesn't touch your actual brokerage, and you can reconnect or re-add it later. If both entries show current data and you can't tell which to remove, email support@portfoliopilot.com or use Report an issue from the affected account row. We'll investigate and clean it up without affecting your data.
