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 improve your risk match, look at the Risk Match score to see your alignment between your portfolio's risk with your preferred risk preference.
View moreTo improve your risk-adjusted returns, you can either a) increase your overall portfolio expected returns, or b) reduce your portfolio risk (e.g. diversify your portfolio with high-performing, uncorrelated securities).
View moreTo optimize your Portfolio Score with PortfolioPilot, begin by diversifying your investments across various asset classes and assessing their risk with our Analysis page (there’s three tabs to show a deeper analysis).
View moreFor a detailed walkthrough of how to use the Portfolio Optimizer, see the tutorial here.
View moreTo set your investment goals with PortfolioPilot, start by assessing what you want to achieve financially, your risk tolerance, and your investment timeline.
View morePortfolioPilot will automatically track dividends for each security and take this into account for your net worth and expected returns.
View moreYou can update your portfolio on PortfolioPilot by visiting the net worth page. If you manually entered your data, you can update your portfolio by clicking on the pencil icon.
View moreYou can update your investor preferences by visiting the 'Investment Profile' tab in your account settings.
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: