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:
PortfolioPilot 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.
View moreAny changes you make on PortfolioPilot will not impact your ‘real’ portfolio. Our platform has read-only access to your account, thus adding recommendations on PortfolioPilot will not make a trade.
View moreThe first step in improving your portfolio is to sign up for a free account...
View moreTo stay up to date with your portfolio, visit the Track page, which will display your Portfolio Insights Feed. Here, you will find the most relevant information to your current holdings.
View moreAfter connecting your portfolio using a connection partner, you can re-sync your data by visiting the Net Worth page within the Track section of the platform.
View moreYou can unlink your investment account by visiting the Net Worth page. From here, find your connected account and click on the red delete icon.
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 moreUnfortunately, PortfolioPilot does not track commodities. As a workaround, we recommend adding an ETF that tracks the same commodity and has similar historical performance.
View moreIf you want to add options manually or with the manual or AI Portfolio Import tool, you need to use the correct options naming convention as the ticker (https://en.wikipedia.org/wiki/Option_naming_convention).
View moreYou can change your risk profile and other investor preferences by visiting the "Investment Profile" tab in your account settings.
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