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:
Two 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. Decide which account to keep, re-create any missing holdings in your primary account, then delete the duplicate via Account settings - Security - Delete account. Email support for help...
View moreAdd the expense as a Life Event in Retirement planner - Life events - + Add life event. Use Down payment for home purchases or Custom event for other large expenses. Flag cash reserved for the purchase as non-investable...
View moreAdd large one-time income events in Retirement planner - Life events - + Add life event. Use Sell business, Inheritance, or Custom event. For equity that vests over multiple years, use Money in & out with a date range...
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...
View moreSet a steady monthly contribution in the Scenario settings panel. For changing patterns, use Money in & out - + Add payment - Custom payment with date ranges. Save each strategy as a what-if scenario to compare side-by-side...
View more