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:
We map your full picture: accounts, contributions, life events, recurring expenses, and project outcomes in real, after-tax terms. You can test levers like retirement age, savings rates, Roth conversions, and...
View moreFor private equity, (manually inputted) cash, and other illiquid assets, our platform will create proxy securities and connect them through to indexes in the system to create forecasts, track history, measure exposures, and...
View morePortfolioPilot uses your transaction history and personal income/tax filing status/residency to calculate your...
View moreAdd a CD as a custom security with Fixed Income asset class. It counts as Fixed Income exposure in Portfolio Score but isn't a buy/sell candidate. Add interest as a recurring payment in the Retirement Planner and update value manually at maturity...
View morePortfolioPilot uses total return — meaning dividends are fully included, not just price appreciation. For dividend-heavy holdings, this changes performance by...
View moreUser data is processed in anonymized and encrypted form within the system's modeling infrastructure. Connected accounts are accessed through trusted third-party providers using secure, read-only...
View morePortfolioPilot doesn't rebalance automatically - instead it gives you three flexible paths to rebalance on your own terms, from quick recommendations to full draft portfolios...
View morePortfolioPilot uses HIFO by default. You can change the lot selection method to LIFO or FIFO in Preferences. The method affects which lots are assigned to a sell when building your Order Execution List...
View moreIt analyzes your actual holdings, account types, goals, and risk preferences, then runs them through our Recommendation Engine and Economic Insights models to surface actions (e.g., rebalancing, tax...
View moreThe Fund Screener in PortfolioPilot allows you to filter ETFs based on specific attributes such as investment philosophy, degree of diversification, asset class, and...
View moreThe portfolio score is a quantitative assessment built around three core components: risk match, risk-adjusted returns, and...
View moreThe Recommendation Engine evaluates your investor preferences, current portfolio composition, economic signals, and quantitative risk/return models.Before producing recommendations, it systematically...
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