The Portfolio Score is one number, out of 1000, for how well your portfolio is put together.
It combines three grades: whether your risk matches the level you chose, how much expected return you get for that risk, and how well the portfolio is protected against different kinds of bad years. The score and its breakdown are included in the Free plan.
This is the Portfolio Score page with a hypothetical portfolio. Open each grade, and tap a Downside Protection area to see how it scored.
Interactive Portfolio Score page from PortfolioPilot, shown with a hypothetical demo portfolio that scores 692 out of 1000. Three tabs open the grades: Risk Match compares the portfolio's volatility with the chosen risk level, Risk-adjusted Return shows expected return against risk with the holdings that help or hurt, and Downside Protection grades ten areas of resilience.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
The score is out of 1000 and lands in one of five bands. A perfect 1000 is not a realistic target.
Portfolio Score bands. Five cards, one per band: Poor (600 and below), Needs work (601 to 700), Fair (701 to 800), Good (801 to 900, the realistic target) and Excellent (901 to 1000). Hovering or tapping a card opens it to show what that score says about a portfolio and a hypothetical real-life example.
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.
Pick a risk profile, from Conservative to Very aggressive. Risk Match compares your portfolio's volatility with that target.
See the total out of 1000, the three grades out of 10, and what drives each one. Your score also sits in the sidebar on every page.
Each grade is out of 10 and answers one question about the portfolio.
Does the portfolio's risk match the risk level you chose? It compares volatility with your target.
How much expected return do you get for the risk you take? Measured with the Sharpe ratio on PortfolioPilot's forward-looking estimates.
Would it hold up across different kinds of bad years? Ten areas, from concentration to inflation, credit and liquidity. Improving it does not mean taking less risk.
Either way, you decide what to act on.
Reweights what you already hold for a better score at your risk level. Open on every plan.
Suggests specific trades and shows the score impact of each one. Part of Gold.
The score moves as prices update each day and forecasts refresh each week, and whenever your holdings change. It reflects how a portfolio is structured under PortfolioPilot's models. It is a decision aid, not a rating of any investment or a guarantee of future performance.
Add your accounts or upload a statement. The score and its breakdown are included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
The Portfolio Score is a single objective measure of portfolio quality, used as a North Star to guide decisions and rank suggested improvements. Read more in the Help Center →
The Portfolio Score combines three components: risk match, risk-adjusted returns and downside protection, each scored from your actual holdings. Read more in the Help Center →
The score is out of 1000. In the app, 801 and above is labelled Good and 901 and above Excellent. A perfect 1000 is not a realistic target.
Two tools lift it fastest: the Investing Advice page for suggested trades, and the Portfolio Optimizer for rebalancing what you already hold. Read more in the Help Center →
Portfolio Scores update daily. A sharp drop usually traces back to market movements, refreshed forecasts, or a data refresh changing your holdings. Read more in the Help Center →
Sharpe ratios vary widely between sites depending on the period, risk-free rate and return series used in the calculation. Read more in the Help Center →
No. It measures how a portfolio is structured under PortfolioPilot's models. It is a decision aid, not a rating of any investment or a guarantee of future performance.
Yes. The Portfolio Score tutorial covers each of the three grades, comparing against a benchmark and why the score changes. Open the tutorial →
Yes. The score and its three grades are part of the Free plan. Personalized Recommendations to raise it are part of Gold.
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