Any changes you make on PortfolioPilot will not impact your ‘real’ portfolio. Our platform has read-only access to your account, thus adding recommendations on PortfolioPilot will not make a trade.
View moreThe first step in improving your portfolio is to sign up for a free account...
View moreTo stay up to date with your portfolio, visit the Track page, which will display your Portfolio Insights Feed. Here, you will find the most relevant information to your current holdings.
View moreAfter connecting your portfolio using a connection partner, you can re-sync your data by visiting the Net Worth page within the Track section of the platform.
View moreYou can track your debt on PortfolioPilot by adding it as “Other assets” -> Student Loan or as an “Other assets” -> Custom security.
View moreYou can unlink your investment account by visiting the Net Worth page. From here, find your connected account and click on the red delete icon.
View moreAfter any changes to your portfolio, including accepting recommendations in a Draft portfolio, we re-compute based on your new portfolio, which results in new, updated recommendations.
View moreUnfortunately, PortfolioPilot does not track commodities. As a workaround, we recommend adding an ETF that tracks the same commodity and has similar historical performance.
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: