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:
Our Track page is designed to provide you with a comprehensive overview of your entire net worth, including your portfolio’s breakdown.
View moreThe short answer is that the past is not a guarantee of future returns.
View moreWe highlight core items most people need: a last will and testament, a living will (advance health care directive), beneficiary designations, and a digital assets plan...
View morePortfolioPilot tracks all major U.S. and Canadian stock exchanges. Unfortunately, we do not track stock exchanges in other countries at the moment.
View morePortfolioPilot is built for individuals across the full spectrum of wealth and experience - you do not need to be a financial expert to use it. The platform is designed for long-term investors who want structured, personalized financial insights. It is not built for day traders or short-term speculative strategies. Different types of individuals use PortfolioPilot in different ways:
View moreUnfortunately PortfolioPilot does not track all bonds and the mapping logic from CUSIPs is quite tricky to get right every time.
View moreWe don’t have direct access to your brokerage accounts; rather, we rely on various industry-standard connection partners (Plaid, Yodlee, Snaptrade) to serve up your account holdings for analysis.
View moreWe’re building Global Predictions to help all types of investors better understand the economy for the purpose of investing, planning and managing risk.
View moreWe track over 50K securities, almost all the ones listed on major US and Canadian exchanges.
View moreShort answer: when creating a draft portfolio, you are able to choose whether you want non-security net worth items included or not.
View moreIf your account is incorrect by a small amount, it is likely that there is a data delay.
View moreWe don’t provide analysis or recommendations if there are a significant number of securities unknown to us, so that we avoid giving you misleading information.
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