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:
PortfolioPilot has three main sources of input: 1) our models & economic data, 2) your existing investments, and 3) information you have shared about your...
View moreDifferent tools optimize different scopes — single account vs. full net worth. The conflict you're seeing is expected, and here's which recommendation to follow...
View moreHoldings reflect current positions; Transactions are a historical record for cost basis and tax purposes only. To update actual holdings, edit the account directly in Net Worth and update the quantity...
View moreHoldings in non-US currencies are converted using live exchange rates. Check your Base currency preference in Preferences - User profile - Your base currency to set the correct display currency...
View moreFidelity crypto accounts sit in a separate system that our connection partners can't reach. Upload a statement or enter holdings manually - PortfolioPilot will track prices automatically...
View moreHigh Investable Cash means one account has a large idle cash position PortfolioPilot flagged. Go to Track → Details to find which account is causing it...
View moreA low success probability with sufficient assets usually traces back to spending too high, life expectancy set very long, income sources missing, or in-retirement risk too conservative...
View moreRecommendations only apply to the liquid part of your portfolio. To edit property details, open Net Worth - Real estate - pencil (Edit) icon. To model a sale, add it as a Life Event in the Retirement Planner...
View moreThe sale likely hasn't synced yet. Click Sync accounts in Net Worth to pull a fresh sync. If the sell isn't in Transactions, add it manually. If the issue persists, email support@portfoliopilot.com with the ticker and sale date...
View moreDismiss the specific recommendation using Ignore, or add context in Preferences - Investment profile - Additional context (e.g. 'Do not recommend selling my Apple shares'). Both the engine and AI Assistant respect this constraint...
View moreTax-loss harvesting only applies to taxable accounts. If you're seeing it on an IRA or 401(k), the account's Tax Treatment is set to Taxable by mistake - here's how to correct it...
View moreA '-' for expected return or Sharpe ratio means the forecasting model doesn't yet cover that ticker. Attach a proxy ETF for immediate metrics, or report the issue to get the ticker added to coverage...
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