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:
Prices and portfolio quantities update on separate schedules — so they can be out of sync. Understanding which one is lagging helps you know when to wait...
View moreThis doubling issue happens when a brokerage reports total portfolio value as cash AND lists securities separately. There are two ways to fix it — here's...
View morePortfolio Scores update daily based on market movements, forecast changes, and your holdings. A big drop usually traces back to one specific factor...
View moreRecommendations require significant computation — for portfolios with 100+ securities, it can take 3–5 minutes. But if it's been longer than that...
View moreCheck your spam folder first — but if the link isn't working at all, there's a common reason people miss that explains it and how to instantly fix...
View moreIf a recommended fund is closed to new investors, our database hasn't picked up the closure yet. Click Ignore on the card and use Report an issue to flag it in our data queue...
View moreIf a recommended ticker no longer exists or has changed, click Ignore on the recommendation and use Report an issue to flag the old and new ticker - your report helps fix it for everyone...
View moreYou can easily ignore recommendations for any security you don't want to change (for example, a stock like...
View moreRecommendations are based on your risk profile. If they feel too aggressive, there are three specific ways to bring them in line with your actual comfort level...
View moreTry a hard refresh first (Ctrl+Shift+R). If that doesn't work, there's a specific sequence of steps — and one of them resolves 95% of cases...
View moreOur simulations feature demonstrates how your selected portfolio would perform through various economic conditions. The system currently supports three scenarios: Dot-com/Tech Bubble, the Global Financial Crisis, and...
View moreGold subscribers will receive all the benefits of a free user. Additionally, Gold subscribers will have access to personalized recommendations...
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