Illiquid assets get proxy securities linked to indexes, so forecasts, history and exposures work for real estate, private equity and manual cash too.
View moreYour transaction history, income, filing status and residency drive a year-to-date tax burden estimate, which shapes the recommendations you see.
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.
View morePerformance uses total return, so dividends are fully counted. A fund flat on price but paying a 4% dividend still shows a 4% return.
View moreData is processed anonymized and encrypted. Connected accounts use secure read-only access via third-party providers, and credentials are not stored.
View moreRebalancing is never automatic. You choose from three paths, starting with Top recommendations for trades that move you toward your target mix.
View morePortfolioPilot uses HIFO by default. Change the lot selection method to LIFO or FIFO in Preferences. The method affects which lots are assigned to a sell.
View moreYour holdings, account types, goals and risk preferences run through the Recommendation Engine and Economic Insights Engine to surface specific actions.
View moreThe Fund Screener filters ETFs by investment philosophy, diversification, asset class and dividend status, then returns the funds that match.
View moreThe Portfolio Score combines three components: risk match, risk-adjusted returns and downside protection, each scored from your actual holdings.
View moreIt weighs your preferences, current holdings, economic signals and risk models, evaluating thousands of candidate securities before suggesting any.
View moreThe Stock Screener filters stocks by sector, market cap, region and dividend status, then returns the securities matching your criteria.
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