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:
To downgrade, go to Settings → Subscription and select the Free plan. You keep more than you'd expect — but here's the exact list of what you lose access to...
View moreOpen Asset Groups and drag any account from one group onto another. Each account belongs to one group at a time. Asset Groups set risk preferences only - use Additional context for asset class targets...
View moreIn Draft Mode the background turns purple so you always know you're simulating. You can add, remove, or adjust holdings freely — without touching real accounts...
View moreGo to Settings → Account settings → Security and click 'Enable' next to Two-factor authentication. The method you choose makes a real difference for...
View moreTo calculate your annual dividend returns on PortfolioPilot, visit your Portfolio Details page to view specific dividend data for...
View moreTo get access to the GP API, please contact our support team at...
View moreAdd an Inherited IRA like any other IRA in Net Worth and tag it Tax-Advantaged. Model required withdrawals as planned cash flows in the Retirement Planner. Non-spouse beneficiaries should note the IRS 10-year rule...
View moreConnected accounts auto-convert to USD using live exchange rates. But for manually entered foreign assets, there's a specific step you need to take yourself...
View moreModel unvested grants as future income in Retirement planner - Money in & out - + Add payment - Custom payment. For multi-year vesting, add a separate entry per tranche. Once vested, add shares to Net Worth as Private equity...
View moreIn order to connect your Interactive Brokers portfolio, you will first need to activate third-party services in your Interactive...
View moreAfter signing up for an account, you will be prompted to connect your portfolio during the...
View moreTo boost your Downside Protection Score (i.e. resilience to tail risk / rare events), you can diversify your investments across different assets, sectors, and...
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