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:
You 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 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 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 morePortfolioPilot is used by over 40,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now: