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:
Yes, 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.
View moreNo, PortfolioPilot does not have any discretionary control of your finances and does not store any money.
View moreYes, we offer a 10 days free trial of both subscriptions and allow you to cancel at any time! After the free trial you will be automatically billed according to your chosen subscription.
View moreTo set different risk preferences for different portfolios, you can use Asset Groups, which allow you to personalize your approach.
View moreYou can use the Portfolio Optimizer, which will re-balance your portfolio without recommending you hold new positions.
View moreYes, there’s a dedicated task for “Designated beneficiaries,” with a reminder option for you to update names on retirement plans, life insurance, and bank accounts so assets transfer as intended.
View morePortfolioPilot is used by over 40,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now: