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:
Add pensions and annuities as a net worth asset and as a future income source. Setting up the income part correctly changes your retirement projection a lot...
View moreCDs and bonds go under 'Other assets → Custom'; money market accounts go under 'Cash'. The category matters because it changes how PortfolioPilot analyzes them...
View moreUnfortunately, PortfolioPilot does not track commodities. As a workaround, we recommend adding an ETF that tracks the same commodity and...
View moreMany crypto wallets connect directly — search for yours under 'Add an asset'. If it's not listed, you can still add holdings manually by ticker and quantity...
View moreClick 'Add an asset' → Securities → 'Enter or copy/paste securities', then search by ticker. There's one optional field that dramatically improves accuracy...
View moreEasiest way to add bonds is to go to: Add an Asset → Securities →...
View moreMost mutual funds can be found by ticker or name under 'Add an asset'. But smaller or proprietary funds sometimes need a workaround — here's the exact process...
View moreConnect your brokerage or add manually, then mark the account tax treatment correctly — this step is often skipped and it significantly changes recommendations...
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...
View moreGo to Track → Net Worth → '+ Add' next to Real estate, then fill in property details. The 'Rental property' toggle changes how it's analyzed — here's why...
View moreVested RSUs are usually just shares — add them under Private Equity → Company equity. But the Tax Treatment field here is critical and easy to set wrong...
View moreWhether you have synced an account, uploaded a statement, or added a portfolio manually, you can add transactions & cost basis information quite easily from...
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