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:
Major milestones (retirement, home purchase, inheritance, college funding, and more) and ongoing costs (housing, insurance, healthcare, travel) can be added with timing and amounts. We roll these into your cash-flow forecast so plans reflect real life, not just a static balance.
View moreDraft portfolios from a subscription downgrade will not be removed. However, you will not be able to add more draft portfolios or recover the ones you delete.
View moreYou can add missing data for tax calculations within the Transaction tab in the Track section.
View moreYou can find tutorials and guides for using PortfolioPilot on our help site at help.portfoliopilot.com. This resource offers a wide range of detailed guides and FAQs that cover everything from basic setup to advanced features of the platform.
View moreThere are a number of places you can learn about your portfolio on PortfolioPilot. First, the Track section will provide you with a comprehensive view of your net worth in its present state.
View moreOur 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.
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