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:
There's no formal pause option — but downgrading to Free keeps all your data intact at no cost. There's also a cancellation option with an important detail...
View morePro subscribers get a quarterly 1:1 expert call included in their plan. Not on Pro yet? There's still a way to get a walkthrough — here's how...
View moreYes — you can set target allocations by asset class or style. There are three ways to do it in PortfolioPilot, and one of them is surprisingly powerful...
View moreYes — you can customize investment preferences per account or group in three ways. One of them is available on the free plan and most users never discover it...
View morePortfolioPilot allows you to set risk profiles for a group of...
View moreYes — PortfolioPilot supports RRSP, TFSA, RESP, and even CPP. There's one specific tax treatment setting for TFSA that most Canadian users get wrong...
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...
View moreYes, PortfolioPilot can track your retirement and tax-advantaged...
View moreYes, you can track real estate investments on PortfolioPilot, whether it's your primary residence, or a...
View moreNo, PortfolioPilot does not have any discretionary control of your finances and does not store any...
View moreYes, we offer a 10 days free trial of both subscriptions and allow you to cancel at...
View moreYou add accounts one at a time, but the process is fast. There's also a shortcut for uploading multiple accounts at once via CSV that most users miss...
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