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:
Go to bottom of the Track page to see your full portfolio broken down into component holdings. If you’d like to see the breakdown by Asset Group, draft portfolio, or individual account, this feature is also...
View moreTo downgrade, go to Settings → Subscription and select the Free plan. You keep more than you'd expect — but here's the exact list of what you lose access to...
View moreIn Draft Mode the background turns purple so you always know you're simulating. You can add, remove, or adjust holdings freely — without touching real accounts...
View moreGo to Settings → Account settings → Security and click 'Enable' next to Two-factor authentication. The method you choose makes a real difference for...
View moreTo calculate your annual dividend returns on PortfolioPilot, visit your Portfolio Details page to view specific dividend data for...
View moreTo get access to the GP API, please contact our support team at...
View moreConnected accounts auto-convert to USD using live exchange rates. But for manually entered foreign assets, there's a specific step you need to take yourself...
View moreIn order to connect your Interactive Brokers portfolio, you will first need to activate third-party services in your Interactive...
View moreAfter signing up for an account, you will be prompted to connect your portfolio during the...
View moreTo boost your Downside Protection Score (i.e. resilience to tail risk / rare events), you can diversify your investments across different assets, sectors, and...
View moreTwo tools you can use to immediately improve your Portfolio Score are the Recommendations page and the...
View moreTo improve your risk-adjusted returns, you can either a) increase your overall portfolio expected returns, or b) reduce your portfolio risk (e.g. diversify your portfolio with high-performing...
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