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:
ChatGPT and Claude don't know your actual portfolio or have real-time market data. PortfolioPilot does — and that changes what kind of advice is possible...
View moreContinuously. We monitor your portfolio and the macro backdrop, updating insights as markets move or your data changes, and notify you when...
View morePrices update once daily after market close — so there's always a gap vs. your brokerage during hours. Here's what that means for the recommendations you see...
View moreSecurity prices update daily after market close. But ETF holdings data — the individual stocks inside the ETF — updates on a different, longer schedule...
View moreIn short, all your portfolio data is recalculated/rebalanced/updated...
View morePortfolioPilot software is updated on a weekly basis, ensuring that users have access to the latest features and...
View moreBank-level security, encryption, and 2FA. We don’t store bank logins, default access is read-only, and you can request deletion of personal...
View moreCanadian users get access to all PortfolioPilot features completely free — Gold, Platinum, Pro included. No payment needed, but there's one catch...
View moreIf you are facing an issue with the platform, we encourage you to contact us at support@portfoliopilot.com or by clicking on the question mark on the top right within the...
View moreAbsolutely! Our opinion is that good investing principles don’t depend on age or station in life - they simply need to be aligned with your...
View moreIf Gold isn't activating after connecting Public.com, check that your account is funded with at least $500, appears as a connected account, and look under Billing & promotions...
View moreOnce a PortfolioPilot account is fully deleted, data cannot be recovered. If you just submitted the deletion request, email support@portfoliopilot.com immediately - it may still be possible to stop the deletion in flight...
View more