An expected return forecast estimates what a portfolio may earn over the next 12 months.
PortfolioPilot forecasts every holding with its own models and adds them up for your whole portfolio, counting price changes and income, net of estimated fees. You see it next to the portfolio's past growth. Included in the Free plan.
This is the Trend chart with a hypothetical portfolio. Switch the range to compare past growth with the forecast.
Interactive Trend chart from PortfolioPilot, shown with a hypothetical demo portfolio. It plots the past value of today's holdings over one year, five years or the full history, and the 12-month forecast of expected returns as a dashed line.
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 from 12,000+ institutions, upload a statement, or enter holdings by hand.
Each stock, ETF and fund gets its own 12-month expected return.
On Track, switch the chart to Trend to see past growth and the forecast. With a draft active, you see both side by side.
The same forecast runs through the rest of PortfolioPilot.
The Risk-adjusted Return grade uses expected returns, not past ones.
Analysis and comparison shows expected returns next to an index or a draft.
Estimated fund fees come off the forecast, so a costly fund shows a lower number.
It is a model estimate. Actual returns will differ, sometimes by a lot.
To raise the expected return without adding risk, Personalized Recommendations suggest specific trades and show how each one would change your Portfolio Score. Part of Gold.
Add your accounts or upload a statement. The forecast is included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
PortfolioPilot's estimate of the total return over the next 12 months, price and income, net of estimated fees. Read more in the Help Center →
Each holding is forecast with PortfolioPilot's models, then weighted by how much of it you own. Read more in the Help Center →
The forecast looks ahead. Past returns describe what already happened and are often a poor guide to the next year. Read more in the Help Center →
They are estimates and actual returns will differ. Read more in the Help Center →
Yes. Expected returns for your portfolio and each holding are included in the Free plan.
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Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning.
