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:
To optimize your Portfolio Score with PortfolioPilot, begin by diversifying your investments across various asset classes and assessing their risk with our Analysis page (there’s three tabs to show a deeper analysis).
View moreFor a detailed walkthrough of how to use the Portfolio Optimizer, see the tutorial here.
View moreTo set your investment goals with PortfolioPilot, start by assessing what you want to achieve financially, your risk tolerance, and your investment timeline.
View morePortfolioPilot will automatically track dividends for each security and take this into account for your net worth and expected returns.
View moreYou can update your portfolio on PortfolioPilot by visiting the net worth page. If you manually entered your data, you can update your portfolio by clicking on the pencil icon.
View moreYou can update your investor preferences by visiting the 'Investment Profile' tab in your account settings.
View morePayment information can be updated through a few simple steps using our payment processor, Stripe.
View moreA conversion is generally taxed in the year you convert. In exchange, qualified withdrawals from the Roth later are generally tax-free and not subject to RMDs (subject to rules like the 5-year clock and age requirements). PortfolioPilot lets you model different conversion amounts and timing (e.g., multi-year ladders) to see bracket impact and after-tax outcomes in your plan.
View moreGlobal Predictions is serious about keeping your data safe with bank-level security. We do not store any bank details or login information and do not have access to change/modify any of your investments - you are always in control.
View morePortfolioPilot handles cryptocurrency investments by tracking over 250 cryptocurrencies and altcoins, incorporating advanced financial metrics into the analysis.
View moreOur portfolio management system simplifies the complicated investing process to help you try to improve performance while easing your stress.
View morePortfolioPilot assists with order execution by providing an optimized list of trades necessary to align your portfolio with recommended strategies.
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