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.
This is the demo portfolio over one month. Hover or tap a tile to read it.
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.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
The Holdings view on Track shows the heatmap.
Switch between 1w, 1m and 3m to see what drove the change.
Size is weight; colour is return.
A large tile with a strong colour moved your portfolio the most.
The colour shows whether a holding gained or lost over the period, and how much.
One week, one month or three months.
It shows past returns only. Expected returns are on the Trend view.
Add your accounts and see your holdings heatmap. Included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
A grid of your holdings, each sized by weight and coloured by return over a period.
On Track, in the Holdings view.
The past week, month or three months.
Yes. It shows the holdings of the portfolio you are viewing, including your whole net worth portfolio.
Yes. It is included in the Free plan.