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 handles cryptocurrency investments by tracking over 250 cryptocurrencies and altcoins, incorporating advanced financial metrics into the analysis.
View moreTaxes are factored into the system at many levels - not as an afterthought. The platform shows the estimated tax impact of any proposed or modeled trades, identifies tax-loss harvesting opportunities on a lot-by-lot basis, models tax-efficient withdrawal distributions, considers the tax status of different retirement accounts, and provides YTD tracking of transactions and realized gains/losses.
View moreOur portfolio management system simplifies the complicated investing process to help you try to improve performance while easing your stress.
View morePortfolioPilot assists with order execution by providing an optimized list of trades necessary to align your portfolio with recommended strategies.
View morePortfolioPilot visualizes the fees you are paying for your mutual funds, ETFs, Robo-Advisors, and to your human advisor.
View moreCurrently, PortfolioPilot simulates different investment scenarios by analyzing historical data to model various downside scenarios.
View moreWe map your full picture: accounts, contributions, life events, recurring expenses, and project outcomes in real, after-tax terms. You can test levers like retirement age, savings rates, Roth conversions, and withdrawal order, then see the impact on longevity of your assets and goal coverage. Stress tests help you understand downside scenarios before you commit.
View moreFor private equity, (manually inputted) cash, and other illiquid assets, our platform will create proxy securities and connect them through to indexes in the system to create forecasts, track history, measure exposures, and more.
View morePortfolioPilot uses your transaction history and personal income/tax filing status/residency to calculate your year-to-date tax burden.
View moreUser data is processed in anonymized and encrypted form within the system's modeling infrastructure. Connected accounts are accessed through trusted third-party providers using secure, read-only connections. PortfolioPilot does not store user banking credentials. Data is used to generate analysis, scoring, forecasting, and portfolio-related insights within the platform.
View moreIt analyzes your actual holdings, account types, goals, and risk preferences, then runs them through our Recommendation Engine and Economic Insights models to surface actions (e.g., rebalancing, tax optimization, risk fixes). Guidance is specific to your allocations, not generic model portfolios.
View moreThe Fund Screener in PortfolioPilot allows you to filter ETFs based on specific attributes such as investment philosophy, degree of diversification, asset class, and whether they are dividend-paying.
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