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:
PortfolioPilot allows you to use a sandbox environment that we call "Draft portfolios", enabling you to compare changes you're thinking about to your real portfolio.
View moreOur simulations feature demonstrates how your selected portfolio would perform through various economic conditions. The system currently supports three scenarios: Dot-com/Tech Bubble, the Global Financial Crisis, and the Covid-19 Pandemic.
View moreAsset groups allow you to segment your portfolio and customize your management approach to each asset group.
View moreGold subscribers will receive all the benefits of a free user. Additionally, Gold subscribers will have access to personalized recommendations...
View morePlatinum subscribers will receive all the benefits of a Gold subscription in addition to Fee optimization, AI equity research, and unlimited access to research tools (stock screener, unlimited draft portfolios, 100 queries/day for the AI Assistant).
View moreYour linked (or manually added) accounts, instrument-level positions, and preferences (goals, risk, timelines). We combine that with market and forecast data to tailor insights and projections across portfolio tracking, tax, and retirement planning. You can connect thousands of institutions or enter positions manually.
View moreWhen you connect your investment accounts, we compile an aggregated view of your investments and start looking for patterns and opportunities for diversification aligned with your stated investment objectives.
View moreRisk match in PortfolioPilot refers to the feature that aligns your investment portfolio risk with your personal risk tolerance.
View moreIt gives you a guided checklist to get the basics done: make sure you’ve got a will, document medical wishes (living will/advance directive), and update beneficiaries.
View moreLive syncing stops immediately. Your data stays under your control; you can keep manually maintained portfolios or request deletion of personal information if you want a clean slate.
View moreThe market overview feature in PortfolioPilot offers a comprehensive snapshot of the current financial markets. It provides insights into key market indices, sector performances, and trends in global markets.
View moreThe AI Equity Search is a sophisticated tool that allows you to search for stocks by simply describing what you’re looking for in a sentence.
View more