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 improve your risk match, look at the Risk Match score to see your alignment between your portfolio's risk with your preferred risk preference.
View moreTo 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 moreFor 401ks, unfortunately right now we don't have a great way to let you add the specific securities allowed in the account. However, there are 3 options that might work for you as a workaround:
View morePortfolioPilot's Retirement Planner includes a scenario modeling tool that allows you to simulate the impact of Roth conversions on your...
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 morePortfolioPilot supports cost basis tracking so you can accurately assess tax implications, unrealized gains/losses, and tax-loss harvesting opportunities. Here's how...
View morePlease contact your custodian (e.g. your bank, brokerage, or other financial institution). PortfolioPilot does not custody any assets, so we cannot help with any withdrawals.
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