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Will changes to my portfolio be reflected in PortfolioPilot?

If you make changes to your externally connected portfolio, our connection providers will automatically notify us, and your portfolio will update—typically once every 24 hours. For any manually entered assets, the latest market value is updated automatically using end-of-day prices, but you will need to update your holdings if the quantity changes (i.e. you initiate any transactions).

How optimized is your portfolio?

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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1: As of February 20, 2025