Unfortunately PortfolioPilot does not track all bonds and the mapping logic from CUSIPs is quite tricky to get right every time.
View moreWe don’t have direct access to your brokerage accounts; rather, we rely on various industry-standard connection partners (Plaid, Yodlee, Snaptrade) to serve up your account holdings for analysis.
View moreWe’re building Global Predictions to help all types of investors better understand the economy for the purpose of investing, planning and managing risk.
View morePortfolioPilot 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.
View moreWe track over 50K securities, almost all the ones listed on major US and Canadian exchanges.
View moreShort answer: when creating a draft portfolio, you are able to choose whether you want non-security net worth items included or not.
View moreIf your account is incorrect by a small amount, it is likely that there is a data delay.
View moreWe don’t provide analysis or recommendations if there are a significant number of securities unknown to us, so that we avoid giving you misleading information.
View morePortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now: