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 - open Preferences → Recommendations preferences and use the Restrict to specific fund families setting. You can also enable an index-funds-only toggle on the same page...
View moreYes. You can connect most major banks and brokerages and tag each account by tax status (taxable, traditional, Roth) so projections and tax analytics stay accurate. You can also...
View moreYes, you're in control. Accounts are read-only by default; you choose what to act on. If you ever enable trading, that’s an explicit opt-in with permissions you can...
View moreThere'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 moreOpen Track and use the icon toggle on the heatmap card to switch to the historical and expected performance chart. For side-by-side comparisons, use Analysis & comparison against an index or draft portfolio...
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...
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