A net worth report export gives you your whole balance sheet as a file you can keep, share with an advisor or open in a spreadsheet.
PortfolioPilot exports a six-sheet Excel report of your net worth, from a summary and balance sheet to holdings by account, exposures and look-through, or a simple CSV spreadsheet. Included in the Free plan.
Illustrative contents. Switch sheets to see what each one holds.
Illustrative contents of the six sheets in the PortfolioPilot net worth Excel report: Summary, Balance Sheet, Holdings (Aggregated), Holdings by Account, Exposures and Lookthrough.
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 brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
In Track, choose Details for your main net worth view.
Open Export and pick Full report (Excel) or Spreadsheet (CSV).
Six sheets, from the summary to the look-through.
Net worth, then every asset and liability by category.
Every holding added up across accounts, and again account by account.
Your mix by asset class and other exposures.
The companies inside your funds, added to what you hold directly.
Every account, property and loan in one number.
Upload a PDF, spreadsheet or screenshot and review.
Your mix of stocks, bonds and cash by asset class.
Brokerages, banks and crypto exchanges in one place.
Add your accounts, then export the full report. Included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
Yes. Use Export on the Details page. Read more in the Help Center →
Full report (Excel) with six sheets, and Spreadsheet (CSV).
On Track, Details, for your main net worth view.
No. The export needs your own account.
Yes. Both formats are included in the Free plan.
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