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:
Check Settings → Subscription or Billing & promotions to see your referral status. Your bonus only activates after one condition is met — find out...
View moreGo to Settings → Subscription to see your plan, trial status, and renewal date. If you're mid-trial, it'll show something specific you might not expect...
View moreThe fastest way is to ask the AI Assistant directly - it gives a side-by-side analysis of expected return, risk, Sharpe ratio, sector exposure, and fund fees for any two securities...
View moreSet current age, retirement age, monthly contribution, and budget in the left panel. The Advanced settings tab at the bottom has two inputs most users skip...
View moreThe most common cause is your browser still being logged into the brokerage's website. Fully log out of the existing session first, then reconnect via PortfolioPilot with the right credentials...
View moreStart by visiting the Net Worth page to connect your portfolio. After clicking ‘Connect Account’, you will be prompted to search for...
View moreCurrently we don’t support specific fixed-income securities, though there are many ETFs and mutual funds that can serve as...
View moreYou can connect multiple accounts from the same institution. The key is to fully log out of the first account on the brokerage's website before starting the connection flow for the second...
View moreCreate a Draft Portfolio from Track → Drafts or directly inside a recommendation. One setup option changes how the simulation behaves — and it's easy to miss...
View moreDescribe the change in plain language to the AI Assistant - like 'Sell all my IBIT and move it into VTI' - and it builds the draft automatically. Review it in the Portfolio Selector and compare side-by-side...
View morePortfolioPilot doesn't have a standalone watchlist feature, but a Draft Portfolio works well as one. Add the tickers you want to follow, then monitor them via the Track page heatmap or the Details page with customizable columns...
View moreGo to bottom of the Track page to see your full portfolio broken down into component holdings. If you’d like to see the breakdown by Asset Group, draft portfolio, or individual account, this feature is also...
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