Yes - add your primary residence or rental properties with mortgage details, location and rental income to see their full impact on your net worth.
View moreNo - PortfolioPilot has no discretionary control and never holds money. All transactions and holding updates happen in your own brokerage account.
View moreYes. A 10-day free trial covers our paid plans - Gold, Platinum, and Pro - with no credit card required, so you're only billed if you subscribe.
View moreAccounts are added one at a time, and each takes a few minutes. Use Add an asset - Securities to connect, or upload manually one account at a time.
View moreYes - Asset Groups let you apply a different risk preference to each group of holdings. See the Asset Groups tutorial for the full setup.
View moreNo - PortfolioPilot generates an Order Execution List of recommended buys and sells, which you then execute yourself at your own brokerage.
View moreYes. Set your target retirement age and a 40-50 year horizon in the Retirement Planner, add part-time income, and check your success probability.
View moreIndian brokerages, NSE/BSE listings and INR are not supported. You can track Indian stocks with US-listed ADRs or add holdings as custom securities in USD.
View moreYes - add both accounts to Net Worth, mark the advisor's as Externally managed, then open Analysis & comparison to see differences side-by-side.
View morePortfolioPilot flags possible wash-sale conflicts alongside harvesting opportunities and suggests replacements. It cannot monitor every account, though.
View moreEuropean exchange-listed ETFs are not supported natively. Use the US-listed equivalent, a proxy ticker, or add the fund as a custom security.
View moreYes - choose Direct index in the Account management field when adding the account, then set its management fees and a proxy such as an S&P 500 fund.
View more