Performance heatmap:
See which holdings moved your portfolio

A performance heatmap shows every holding as a tile, sized by its weight and coloured by how much it gained or lost.

On Track in PortfolioPilot, the Holdings view draws your whole portfolio this way, so the holdings that moved your net worth stand out. Switch between the past week, month and three months. Included in the Free plan.

Feature basics

Which plan you need
The holdings heatmap. Included in the Free plan
Tile size
How much of the portfolio each holding is
Periods
Return over 1 week, 1 month or 3 months

What does the heatmap show?

This is the demo portfolio over one month. Hover or tap a tile to read it.

portfoliopilot.com/track

Interactive heatmap of a hypothetical demo portfolio: one tile per holding, sized by weight and coloured by return over the past month.

The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.

How it works

How the performance heatmap works in PortfolioPilot

Three steps from your accounts to the answer.

Step 1

Add your accounts

Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.

Step 2

Open Track

The Holdings view on Track shows the heatmap.

Step 3

Pick a period

Switch between 1w, 1m and 3m to see what drove the change.

How to read it

What does the heatmap tell you?

Size is weight; colour is return.

Big tiles matter most

A large tile with a strong colour moved your portfolio the most.

Colour is return

The colour shows whether a holding gained or lost over the period, and how much.

Three periods

One week, one month or three months.

Past, not future

It shows past returns only. Expected returns are on the Trend view.

Related net worth tracking features

See what moved your portfolio

Add your accounts and see your holdings heatmap. Included in the Free plan.

Bank-level security. Learn more
Questions

Questions about the performance heatmap

Short answers here, with a link to the full help center article where one exists.

What is a portfolio heatmap?

A grid of your holdings, each sized by weight and coloured by return over a period.

Where do I find it?

On Track, in the Holdings view.

Which periods can I see?

The past week, month or three months.

Does it include all my accounts?

Yes. It shows the holdings of the portfolio you are viewing, including your whole net worth portfolio.

Is the heatmap free?

Yes. It is included in the Free plan.