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:
Asset groups allow you to segment your portfolio and customize your management approach to each asset group.
View morePortfolioPilot 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 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 morePortfolioPilot's retirement planning engine is built on a detailed financial model - not a single return assumption. Monte Carlo simulations run on a wide range of structured inputs that reflect your personal situation, portfolio composition, tax context, and planning preferences. The system incorporates multiple categories of inputs:
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 moreThe Economic Map is a knowledge graph connecting thousands of economic indicators and their causal relationships. It is updated continuously with data from government agencies, central banks, financial exchanges, and other institutional sources. The map identifies how events propagate through the economy - for example, how an interest rate change affects bond yields, equity valuations, sector performance, and ultimately your portfolio.
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 moreThe system continuously ingests new macroeconomic and market data. When meaningful changes occur - such as shifts in interest rates, volatility spikes, or structural macro updates - forecasts and portfolio analytics are recalculated accordingly. Markets can move unpredictably, and no system can eliminate uncertainty. The platform is designed to adapt analysis as conditions evolve.
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