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 boost your Downside Protection Score (i.e. resilience to tail risk / rare events), you can diversify your investments across different assets, sectors, and...
View moreTwo tools you can use to immediately improve your Portfolio Score are the Recommendations page and the...
View moreTo improve your risk-adjusted returns, you can either a) increase your overall portfolio expected returns, or b) reduce your portfolio risk (e.g. diversify your portfolio with high-performing...
View moreTo improve your risk match, look at the Risk Match score to see your alignment between your portfolio's risk with your...
View moreGo to Plan → Retirement Planning → 'Spouse / partner' and enable 'Include separately'. One input most couples skip significantly affects the success score...
View moreThe success probability comes from 1,000 simulations across different market conditions. A 90% score means 900 of those simulations work out fully — but here's...
View moreYou can control all email notifications from the Email alerts tab in Preferences - toggle weekly summaries, Portfolio Score changes, tax-loss harvesting alerts, and more...
View moreHave an account managed by a robo-advisor or human advisor? Mark it as externally managed so PortfolioPilot won't generate buy/sell recommendations for those holdings...
View moreMerging accounts is manual today. Re-create any missing holdings in your primary account, then delete the duplicate via Account settings - Security.
View moreAdd the expense as a Life Event in Retirement planner - Life events. Use Down payment for home purchases or Custom event for other large expenses.
View moreAdd large one-time income events in Retirement planner - Life events. Use Sell business, Inheritance, or Custom event. For multi-year vesting use Money in & out.
View moreA Roth conversion means paying tax now so future growth is tax-free. PortfolioPilot models this — but there's a specific scenario where it clearly makes sense...
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