Log in, open the Subscription page and cancel. It takes effect at your next billing cycle, so you keep access until the period you paid for ends.
View moreGo to Settings - Account settings and scroll down to delete. If you are on a trial or paid plan, downgrade to Free on the Subscription page first.
View moreTwo options from Net Worth - Add account: Easy Portfolio Upload, where you copy and paste your holdings table, or a direct spreadsheet file upload.
View moreOpen the Recommendations page for personalized suggestions - weakest holdings, fee savings and allocation fixes that lift your Portfolio Score.
View moreThe Taxes page runs continuous tax-loss harvesting through the year, recalculated as markets move, and lists recommendations to reduce your tax burden.
View moreEmail support@portfoliopilot.com with the details of your issue. The more specific your message, the faster the team can resolve it.
View moreNothing you do here touches your real portfolio. Access is read-only, so you can add recommendations and review the result without placing any trade.
View moreMulti-user login comes with the Pro plan. Each person signs in with their own credentials and sees the same shared portfolio.
View moreSign up for a free account, answer a short set of questions, then connect your accounts so the analysis and recommendations are personalized to you.
View moreOpen the Track page for your Portfolio Insights Feed - a short daily summary, market update and notable news on the securities you actually hold.
View moreGo to Track - Net Worth and click Sync to refresh a connected account. After the first sync, updates happen automatically.
View moreGo to the Net Worth page, find the connected account and click the red delete icon to unlink it.
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