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, the checklist includes a living will (advance health care directive) so your treatment wishes are documented if you’re...
View moreYes. You can set inflation assumptions, and we update spending, income, and tax projections accordingly, so results are shown in today’s dollars. You can run sensitivity checks to see how higher or lower inflation would...
View moreYes. RMD rules are built into our projections for tax-deferred accounts, so required withdrawals show up automatically in your plan. You can adjust assumptions and...
View moreYes, user suggestions are crucial for us at PortfolioPilot, and we actively incorporate them into our...
View morePortfolioPilot can currently handle USD and CAD for asset values. Unfortunately, we currently do not support other...
View moreYes - PortfolioPilot surfaces a dividend calendar in the Portfolio insights feed on the Track page. For a single holding's next ex-dividend date, open it in the Security Explorer. Add the Dividend column in Details...
View moreGlobal Predictions, the company that makes PortfolioPilot, offers the...
View moreYes, PortfolioPilot can track margin trades and takes this into account for your overall net worth...
View moreThere are no formal discount programs, but annual billing saves 30-50% vs monthly. The referral program gives you and a friend 2 free months of Gold each. Check Billing & promotions for active partner offers...
View morePortfolioPilot doesn't have a standalone ESG screen, but you can use the Stock screener smart filter, add ESG preferences via Additional context, or build ESG ETFs into a draft portfolio...
View morePortfolioPilot covers 12,000+ institutions through Plaid, SnapTrade, and Yodlee. If yours isn't listed for direct connection, there's still a way...
View moreCurrently, PortfolioPilot primarily supports securities traded in...
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