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, we include dividends in historical performance and expected returns, as well as aggregated for your portfolio on the Details page.
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 be used to proxy international companies.
View moreYour portfolio's total expected return is calculated by taking a weighted sum of the expected returns of the underlying securities in your portfolio.
View moreThe system runs year-round, estimating YTD capital gains, scanning lots for potential harvestable losses, and showing the estimated tax impact before trades, so you’re not potentially leaving money on the table by waiting until December. Continuous can beat “once a year” because opportunities appear and disappear as markets move.
View moreEvery time you accept a recommendation into your draft portfolio, your portfolio changes, and so the next set of recommendations needs to be recalculated in order to provide you the next best set in light of your new holdings and exposures.
View moreYou can add as many accounts as you need - brokerage accounts, retirement accounts, crypto, real estate, and...
View moreTo cancel your subscription: 1) Log in to your account; 2) Go to the...
View moreYou can delete your account at any time from your Settings page. Here's...
View morePortfolioPilot offers two ways to import your portfolio from a spreadsheet: Option 1...
View morePortfolioPilot provides you with many avenues to improve your Portfolio Score (our quantitative analysis of your portfolio).
View morePortfolioPilot’s taxes page provides users with continuous tax-loss harvesting throughout the year, recalculated as markets change.
View morePlease contact support@portfoliopilot.com with more details about your issue.
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