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:
Dividend yield can come through too high or too low due to upstream data issues. Portfolio Score stays roughly correct since it uses total return - use Report an issue to flag wrong yields...
View morePortfolio Overhaul chains 10 trades sequentially and takes longer than standard recommendations. If it's stuck for 10+ minutes, hard refresh and try running it on a single Asset Group instead...
View moreDuplicate entries usually appear after multiple connection attempts or a refresh that creates a new entry. Delete the duplicate via the trash icon, or toggle sub-accounts to Inactive...
View moreStock and ETF splits are usually processed within a few business days. While propagating, you may see a temporary price cliff on the chart or pre-split share counts - use Report an issue to expedite...
View moreWithout seeing the other calculation, it is hard to compare side-by-side. However, there is a fair amount of variation between financial sites, and so here are some common themes based on what we’ve...
View moreYes, we calculate changes to your net worth and Portfolio Score daily based on each security’s value, market conditions, economic forecasts, and...
View more