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, PortfolioPilot can track most options and will automatically be pulled in from connected accounts.
View moreNo, 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 moreYes, the checklist includes a living will (advance health care directive) so your treatment wishes are documented if you’re ever incapacitated.
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 moreCurrently, PortfolioPilot primarily supports securities traded in...
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.
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