If 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.
View moreYou can upgrade or downgrade your subscription at any time on the Subscription tab.
View moreTo compare your portfolios, visit the Comparison page. Here you can compare your actual portfolios, draft portfolios, asset groups, and popular indexes like the S&P 500.
View moreStart by visiting the Net Worth page to connect your portfolio. After clicking ‘Connect Account’, you will be prompted to search for your banking institution.
View moreCurrently we don’t support specific fixed-income securities, though there are many ETFs and mutual funds that can serve as proxies for your holdings.
View moreTo delete your account, visit your account settings by clicking this link or navigating to your Settings page.
View moreTo calculate your annual dividend returns on PortfolioPilot, visit your Portfolio Details page to view specific dividend data for your investments.
View morePortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now: