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:
The Recommendation Engine evaluates your investor preferences, current portfolio composition, economic signals, and quantitative risk/return models.Before producing recommendations, it systematically...
View moreThe Stock Screener tool in PortfolioPilot allows you to filter stocks based on specific attributes such as sector, market cap, region, and ...
View moreAdd pre-Medicare premiums as a recurring Custom payment in Retirement planner with Wealth impact set to Decrease and a date range from retirement to age 65.
View moreIf your 401k provider isn't supported (Principal, TIAA, Voya), you can add it manually. One field during setup makes a big difference for how analysis works...
View moreTry connecting the 529 provider, upload a statement, or add it manually as a Securities account. Set Tax Treatment to Tax-Advantaged for accurate projections.
View moreYou have two ways to work with a limited 401(k) fund menu: enter all available funds as holdings, or tell PortfolioPilot your fund menu via Additional context in Preferences...
View moreCITs aren't publicly traded so the search may not find them directly. Add via Enter or copy/paste securities, or create a custom security - and use a proxy ETF for automatic daily price updates...
View moreAdd the vested balance as a Custom asset in Net Worth - Other assets. Add future distributions as Custom payments in Retirement planner - Money in & out.
View moreA defined benefit pension pays fixed income in retirement - unlike a 401(k), there's no account balance to look up. PortfolioPilot has two ways to model it...
View moreADRs add the same way as any US-listed stock. Search by the US ticker under Net Worth - Add an asset - Securities. If not found, create a custom security with Equity asset class...
View moreThe Outstanding mortgage field on your property is for your primary mortgage only. Add a HELOC or home equity loan separately under Other assets → Loan...
View moreOne-time life events go in Retirement planner - Life events. Choose from Down payment, College tuition, Inheritance, Sell business, or Custom event.
View more