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:
No, the AI Assistant does not have the capability to make changes to your account.
View moreYes. It models tax impacts (including harvesting and fees) and supports retirement planning scenarios so you can see after-tax, inflation-aware outcomes before acting.
View moreWe do not have an IOS or Android app, but you can absolutely use all the functionality you love on your phone, in your mobile browser, at www.portfoliopilot.com as you normally would.
View moreWe currently only support securities on US and Canadian exchanges, but plan to expand by adding more international securities in the coming year. Note that there are a significant amount of ADRs and CDRs available, which could by used to proxy international companies.
View moreYes, we include dividends in historical performance and expected returns, as well as aggregated for your portfolio on the Details page.
View moreYes. You can set inflation assumptions, and we update spending, income, and tax projections accordingly, so results are shown in today’s dollars. You can run sensitivity checks to see how higher or lower inflation would change your plan.
View moreYes. RMD rules are built into our projections for tax-deferred accounts, so required withdrawals show up automatically in your plan. You can adjust assumptions and planned withdrawals to see how they affect taxes and cash flow.
View moreYes, user suggestions are crucial for us at PortfolioPilot, and we actively incorporate them into our development process.
View morePortfolioPilot can currently handle USD and CAD for asset values. Unfortunately, we currently do not support other currencies.
View moreGlobal Predictions, the company that makes PortfolioPilot, offers the GP API used by fintech companies and larger institutions.
View moreYes, PortfolioPilot can track margin trades and takes this into account for your overall net worth calculation.
View moreYes, the checklist includes a living will (advance health care directive) so your treatment wishes are documented if you’re ever incapacitated.
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