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 security reasons, PortfolioPilot has "read-only" access to your accounts, meaning that we can pull in the securities from your brokerage to analyze, but cannot execute trades on your behalf.
View moreYes, you can export your portfolio / securities data to a spreadsheet. Simply visit the Details page and click on ‘Export as spreadsheet’.
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 a balance of both.
View moreUsing the Easy Portfolio Upload tool, you can simply copy the data from your Excel sheet and paste it into PortfolioPilot.
View moreCurrently we only support manual upload of securities based on dollar amounts, though that will likely change going forward when we are able to support both entry methods.
View moreYes, you can integrate multiple real estate investments into your PortfolioPilot assessment. The platform allows you to add specific information about each property, including details about mortgages, location, and rental properties.
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 add accounts manually if something isn’t supported.
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 revoke.
View morePortfolioPilot allows you to set risk profiles for a group of portfolios using our Asset Grouping feature.
View moreYes, estate planning is an essential part of managing your finances. After all, you want to make sure your assets are taken care of after you’ve gone.
View moreYes, PortfolioPilot can track your retirement and tax-advantaged accounts.
View moreYes, you can track real estate investments on PortfolioPilot, whether its your primary residence, or a rental property.
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