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:
Most promo codes apply automatically via a special link. If you got a standalone code, here's exactly where to enter it manually — step by step...
View moreYou can change your risk profile and other investor preferences by visiting the...
View moreYou can upgrade or downgrade your subscription at any time on...
View moreEmail changes are handled by the support team. Send your old and new address to support@portfoliopilot.com — here's what the verification process involves...
View moreEasiest way to check the sector breakdown is to look at either the Track page (here) or the Improve -> Comparison page for...
View moreCheck Settings → Subscription or Billing & promotions to see your referral status. Your bonus only activates after one condition is met — find out...
View moreGo to Settings → Subscription to see your plan, trial status, and renewal date. If you're mid-trial, it'll show something specific you might not expect...
View moreSet current age, retirement age, monthly contribution, and budget in the left panel. The Advanced settings tab at the bottom has two inputs most users skip...
View moreStart by visiting the Net Worth page to connect your portfolio. After clicking ‘Connect Account’, you will be prompted to search for...
View moreCurrently we don’t support specific fixed-income securities, though there are many ETFs and mutual funds that can serve as...
View moreCreate a Draft Portfolio from Track → Drafts or directly inside a recommendation. One setup option changes how the simulation behaves — and it's easy to miss...
View moreTo delete your account, visit your account settings by...
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