Individual bonds, from Treasuries to munis and I bonds, belong in your net worth with their maturity dates.
Add them through a connected account, a statement or by hand. PortfolioPilot counts them in your portfolio and shows maturities on the income calendar. I bonds are recognized from the holding description; there is no TreasuryDirect sync. Free.
Illustrative bonds. Switch tabs.
PortfolioPilot individual bonds and i bonds demo. Illustrative bonds. Switch tabs.
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.
Connect the account, upload a statement or enter it by hand.
Make sure the maturity date is right.
Dividend & income shows interest and maturities.
Most individual bonds.
Notes, bonds and bills with maturity dates.
With their tax-equivalent yield where it applies.
Held in brokerage accounts.
Added by hand; no TreasuryDirect sync.
Expected dividends and interest, month by month.
Upload a PDF, spreadsheet or screenshot and review.
A fund's yield as if it were taxable.
Your mix of stocks, bonds and cash by asset class.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
By hand or by statement. Read more in the Help Center →
See the Help Center. Read more in the Help Center →
See the Help Center. Read more in the Help Center →
Yes.
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