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:
The Portfolio Score is a quantitative assessment built around three core components: risk match, risk-adjusted returns, and downside protection.
View moreThe Recommendation Engine evaluates your investor preferences, current portfolio composition, economic signals, and quantitative risk/return models.Before producing recommendations, it systematically evaluates thousands of potential securities and allocation combinations - testing how each would affect diversification, volatility, downside risk, and expected return under current macro forecasts.
View moreThe Stock Screener tool in PortfolioPilot allows you to filter stocks based on specific attributes such as sector, market cap, region, and whether they are dividend-paying.
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 moreEasiest 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.
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