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:
To 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 unlink your investment account by visiting the Net Worth page. From here, find your connected account and click on the red delete icon.
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 moreIf you want to add options manually or with the manual or AI Portfolio Import tool, you need to use the correct options naming convention as the ticker (https://en.wikipedia.org/wiki/Option_naming_convention).
View moreYou can change your risk profile and other investor preferences by visiting the "Investment Profile" tab in your account settings.
View moreYou can upgrade or downgrade your subscription at any time on the Subscription tab.
View moreStart by visiting the Net Worth page to connect your portfolio. After clicking ‘Connect Account’, you will be prompted to search for your banking institution.
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: