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:
Yes, PortfolioPilot can try to help you directly save money in two ways. 1) Reducing your fee burden from ETFs and Mutual Funds by recommending similar ETFs with a lower fee. 2)...
View moreAlthough PortfolioPilot cannot guarantee an improved return, you can visit the Recommendations page to find recommendations that the system thinks may improve your expected returns.
View moreYou can track your debt on PortfolioPilot by adding it as “Other assets” -> Student Loan or as an “Other assets” -> Custom security.
View moreAfter any changes to your portfolio, including accepting recommendations in a Draft portfolio, we re-compute based on your new portfolio, which results in new, updated recommendations.
View moreTo compare your portfolios, visit the Comparison page. Here you can compare your actual portfolios, draft portfolios, asset groups, and popular indexes like the S&P 500.
View moreTo learn more about your portfolio’s exposures, visit the Track page. Here, you can view a breakdown of your exposures by country, sector, and holdings.
View moreYou can find a personalized News section on the Track page, or look at the Portfolio Insights page. You can also visit the Security Explorer page to find relevant news about individual securities.
View moreIf you make changes to your externally connected portfolio, our connection providers will automatically notify us of the changes and we will update your portfolio.
View moreYes. You get real-time YTD capital gains estimates and a running view of sales, so you can see how tax posture changes through the year, not just at filing time.
View moreYes, tax optimization focuses on taxable accounts. Tax-advantaged accounts (e.g., 401(k), IRA) and robo-managed accounts are generally excluded. You can manage what’s linked or tracked manually.
View moreYes, the Estate Planning checklist prompts you to pick an executor and track it alongside core items like your will and beneficiary updates, so the essentials live in one place.
View moreYou can export your portfolio/securities data to CSV from the website; many users export positions and YTD sales to share with a CPA or to store a year-end snapshot alongside the tax estimates shown in the Taxes page.
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