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, tax optimization focuses on taxable accounts. Tax-advantaged accounts (e.g., 401(k), IRA) and robo-managed accounts are generally excluded. You can manage what’s...
View moreYes, the Estate Planning checklist prompts you to pick an executor and track it alongside core items like your will and beneficiary updates, so the essentials...
View moreYou can export your portfolio/securities data to CSV from the website; many users export positions and YTD sales to share with a CPA or to store a year-end snapshot alongside the...
View moreFor security reasons, PortfolioPilot has "read-only" access to your accounts, meaning that we can pull in the...
View moreYes, you can export your portfolio / securities data to a spreadsheet. Simply visit the Details page and click on ‘Export as...
View moreTrials can't be extended automatically — but if you had technical issues, there's one specific way to contact support that sometimes gets you more...
View moreYes, PortfolioPilot offers personalized recommendations specifically aimed at enhancing your dividend income. You can set preferences in your investment profile, such as favoring overall growth, steady income, or...
View moreUsing the Easy Portfolio Upload tool, you can simply copy the data from your Excel sheet and paste it into...
View moreCurrently we only support manual upload of securities based on dollar amounts, though that will likely change going...
View moreYes, you can integrate multiple real estate investments into your PortfolioPilot assessment. The platform allows you to add specific information about...
View moreYes. You can connect most major banks and brokerages and tag each account by tax status (taxable, traditional, Roth) so projections and tax analytics stay accurate. You can also...
View moreYes, you're in control. Accounts are read-only by default; you choose what to act on. If you ever enable trading, that’s an explicit opt-in with permissions you can...
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