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:
For 401ks, unfortunately right now we don't have a great way to let you add the specific securities allowed in the account. However, there are 3 options that...
View morePortfolioPilot's Retirement Planner includes a scenario modeling tool that allows you to simulate the impact of Roth conversions on your...
View moreThe Retirement Planner chart shows your projected portfolio value over time - hover over any point to see the projected value for that year, with 10th and 50th percentile bands...
View moreOpen Analysis & comparison - select your portfolio - go to the Holdings tab. Each holding shows your cost basis, current value, and unrealized gain or loss in both dollars and percentage...
View moreOpen Tax Optimization for harvesting opportunities and lot-level sell suggestions by purchase date. Open Transactions for full lot detail with original purchase price, quantity, and date. Tax Optimization is Gold and above...
View morePortfolioPilot connects via Plaid, Yodlee, and SnapTrade. If multiple options appear for your institution in the search results, you can pick the specific partner you prefer...
View moreTo set your investment goals with PortfolioPilot, start by assessing what you want to achieve financially, your risk tolerance, and...
View moreAsset Groups let you manage your IRA and your spouse's IRA separately, each with its own strategy. Here's the exact setup sequence and one key setting...
View morePortfolioPilot supports shared access so you can invite a spouse, partner, or family member to view or manage your portfolio - configurable by permission level from your settings...
View moreThere's no separate Gold trial to opt out of. When you sign up, you're already on the free plan - the 10-day trial adds premium features at no cost, and no credit card is required...
View moreAsk the AI Assistant directly, run a custom Future simulation, use pre-built historical simulations, or review Downside Protection in Portfolio Score. All four methods give different angles on crisis risk...
View moreLog in with Facebook or Google one more time, then go to Settings → Account settings. There's a specific step after that most users get confused by...
View more