Continuously. Your portfolio and the macro backdrop are monitored, insights update as markets or your data change, and you are told when it matters.
View moreSecurity prices update once a day, a few hours after markets close. Values may differ from your brokerage during market hours - that is expected.
View morePrices update daily after close and forecasts weekly. ETF holdings - the stocks inside the fund - refresh on a longer, periodic schedule.
View moreAll portfolio data is recalculated daily. Manually imported holdings are repriced each day using the quantities you entered.
View moreThe software ships updates weekly, and the financial data behind it refreshes daily so the market information stays current.
View moreBank-level encryption and 2FA, no stored bank logins, and read-only access by default. Read more on the security page.
View moreEmail support@portfoliopilot.com or click the question mark at the top right of the platform, and the support team will get back to you.
View moreYes - good investing principles do not depend on age. What matters is matching your portfolio to your risk tolerance and liquidity needs.
View moreCheck that your Public.com account is funded with at least $500 and appears as connected in Net Worth, then look under Billing & promotions.
View moreOnce a PortfolioPilot account is fully deleted, data cannot be recovered. If you just submitted the request, email support@portfoliopilot.com immediately.
View moreSigning up starts a 10-day free trial of Pro, with no credit card. Check the Subscription page to see your current plan and how many trial days remain.
View moreConnections can lock after repeated failed attempts. Try reconnecting from Track - Net Worth, or use an incognito window to clear the stored session.
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