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:
Open Net Worth - Add an asset and choose Securities, Real estate, or Other assets. Connect by institution search, upload a statement, or enter holdings manually. Everything aggregates automatically...
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. Add crypto by ticker, real estate as Private equity, other alternatives similarly...
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 as market conditions change. Note FBAR and PFIC tax implications...
View moreClick 'Add an asset' → Securities → 'Enter or copy/paste securities', then search by ticker. There's one optional field that dramatically improves accuracy...
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