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 moreUse Asset Groups to keep the sub-account in Net Worth but exclude it from analysis and recommendations. Or toggle Active off in the account editor to remove it from Net Worth and all downstream calculations entirely...
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 moreBilling receipts are managed through Stripe. Open Billing & promotions - See invoices to access your Stripe portal, where you can view and download all past invoices as PDFs for business expense or tax records...
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 more