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:
Easiest way to add bonds is to go to:
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 moreWhether you have synced an account, uploaded a statement, or added a portfolio manually, you can add transactions & cost basis information quite easily from the Transactions tab:
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 moreEasiest way to check the sector breakdown is to look at either the Track page (here) or the Improve -> Comparison page for individual asset groups, accounts, or draft accounts (here). The Downside protection tab will tell you if you are overconcentrated to a specific sector or region (using look-through analysis) here.
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 moreGo to bottom of the Track page to see your full portfolio broken down into component holdings. If you’d like to see the breakdown by Asset Group, draft portfolio, or individual account, this feature is also available on the comparison page under holdings exposure.
View moreTo calculate your annual dividend returns on PortfolioPilot, visit your Portfolio Details page to view specific dividend data for your investments.
View moreTo get access to the GP API, please contact our support team at support@globalpredictions.com to request an API key.
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