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:
An HSA can be added like any investment account in PortfolioPilot - connect it via your provider, upload a statement, or enter holdings manually...
View moreOpen Net Worth - Add an asset and choose Securities, Real estate, or Other assets. Connect by institution search, upload a statement, or enter holdings.
View moreAdd pensions and annuities as a net worth asset and as a future income source. Setting up the income part correctly changes your retirement projection a lot...
View morePrivate equity, startup investments, RSUs, and LP interests can all be added to PortfolioPilot - here's how to choose the right sub-type and keep valuations current...
View moreIf a security isn't in PortfolioPilot's database, you can add it manually with a custom name, current price, and quantity. For ETFs and mutual funds, the AI Assistant can also suggest a close proxy...
View moreTry connecting the SDIRA custodian first. If not supported, create it manually as a Securities account with Tax-Advantaged or Tax-Free treatment.
View moreGo to Net Worth - Add an asset - Securities. Select your brokerage and look for the UTMA or custodial account in the list of sub-accounts, or add it manually under Other assets - Other...
View moreYou can add a vehicle to your net worth under Other assets → Automotive, and track any auto loan separately. Values don't auto-update, so update manually as the car depreciates...
View moreCDs and bonds go under 'Other assets → Custom'; money market accounts go under 'Cash'. The category matters because it changes how PortfolioPilot analyzes them...
View moreUnfortunately, PortfolioPilot does not track commodities. As a workaround, we recommend adding an ETF that tracks the same commodity and...
View moreMany crypto wallets connect directly — search for yours under 'Add an asset'. If it's not listed, you can still add holdings manually by ticker and quantity...
View moreClick Add a net worth asset - Real estate and select your country from the dropdown. Enter the property value in USD or CAD and update it manually over time.
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