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:
Yes, PortfolioPilot is highly useful for retired individuals looking to manage their retirement funds effectively.
View moreTo cancel your subscription, please visit the Subscriptions tab in Settings. If you have feedback or are facing issues our support team will be happy to help.
View moreTo contact our (human) support team, please email us at support@portfoliopilot.com or click the question mark symbol on the top right corner of the platform.
View moreYou can easily ignore recommendations for any security you don't want to change (for example, a stock like...
View moreAsset 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 more