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:
Currently we don’t support specific fixed-income securities, though there are many ETFs and mutual funds that can serve as proxies for your holdings.
View moreTo delete your account, visit your account settings by clicking this link or navigating to your Settings page.
View moreTo calculate your annual dividend returns on PortfolioPilot, visit your Portfolio Details page to view specific dividend data for your investments.
View moreTo get access to the GP API, please contact our support team at [email protected] to request an API key.
View moreIn order to connect your Interactive Brokers portfolio, you will first need to activate third-party services in your Interactive Brokers account.
View moreAfter signing up for an account, you will be prompted to connect your portfolio during the onboarding.
View moreTo boost your Downside Protection Score (i.e. resilience to tail risk / rare events), you can diversify your investments across different assets, sectors, and regions.
View moreTwo tools you can use to immediately improve your Portfolio Score are the Recommendations page and the Portfolio Optimizer.
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: