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:
We 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.
View moreThe 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).
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