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:
Yes, PortfolioPilot prioritizes compliance with SEC regulations and is a Registered...
View morePortfolioPilot is a technology product of Global Predictions Inc., an SEC-registered investment adviser. In the United States, registration is required to provide personalized investment advice. SEC registration does not...
View moreYes, PortfolioPilot is designed to cater to both beginner and advanced investors. For beginners, it offers...
View moreTax optimization is a Gold and above feature — but during your 10-day free trial, you have full access. After that, here's exactly what you lose...
View moreNo, PortfolioPilot does not offer a dedicated mobile app (yet), but the web application is fully mobile-optimized, allowing users to...
View moreYes, PortfolioPilot is highly useful for retired individuals looking to manage their retirement...
View moreTo cancel your subscription, please visit the Subscriptions tab in Settings. If you have feedback or are facing issues our support team will be...
View moreTo contact our (human) support team, please email us at support@portfoliopilot.com or click the question mark symbol on the top right corner of the...
View morePrices and portfolio quantities update on separate schedules — so they can be out of sync. Understanding which one is lagging helps you know when to wait...
View moreThis doubling issue happens when a brokerage reports total portfolio value as cash AND lists securities separately. There are two ways to fix it — here's...
View morePortfolio Scores update daily based on market movements, forecast changes, and your holdings. A big drop usually traces back to one specific factor...
View moreRecommendations require significant computation — for portfolios with 100+ securities, it can take 3–5 minutes. But if it's been longer than that...
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