Account aggregation brings your brokerage, retirement, bank and crypto exchange accounts into one view, kept up to date.
PortfolioPilot connects through partners such as Plaid, SnapTrade and Yodlee, which support 12,000+ financial institutions. Connected accounts feed your net worth, Portfolio Score and every analysis. Included in the Free plan.
Popular institutions in the connection list. Switch to Crypto for exchanges and wallets.
The popular institutions in PortfolioPilot's connection list and the connection partner each uses, plus how crypto exchanges and wallets are added.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Open the Securities tile and search for your brokerage, bank or exchange.
You sign in with the connection partner, not with PortfolioPilot.
Holdings and balances appear in Track and update on their own.
Most investment and cash accounts, through the partner that supports your institution.
Taxable brokerage accounts with stocks, ETFs, funds, bonds and options.
401(k)s, IRAs and Roth IRAs.
Exchange accounts such as Coinbase. Wallet holdings are added by hand.
Upload a statement or enter holdings by hand instead.
Upload a PDF, spreadsheet or screenshot and review.
Every account, property and loan in one number.
Your mix of stocks, bonds and cash by asset class.
Every holding sized by weight and coloured by return.
Connect your first account in a few minutes. Account aggregation is included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
Search for it when you connect. If it is not listed, upload a statement instead. Read more in the Help Center →
You sign in through the connection partner, and data is encrypted with 256-bit encryption. Read more in the Help Center →
Yes. Connect an exchange account, or add wallet holdings by hand. Read more in the Help Center →
The connection issues tutorial covers fixing it. Read more in the Help Center →
Yes. Connecting accounts is included in the Free plan.
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