Your Financial Data is Protected with Bank-Level Security
PortfolioPilot understand the importance of security when it comes to your financial data. That's why PortfolioPilot uses industry-leading security measures to ensure that your information is always protected.
Sign up for free256-bit encryption of all data
PortfolioPilot uses a robust 256 bit encryption protocol across our entire system. This level of encryption is the gold standard in the world of data security, and it's the same caliber of security that major banks trust.
Read-only access to your data
If you connect an account, you control whether you give read-only access or read/write access for 1-click trading control.
Don't store banking credentials
All authorization procedures are conducted through our well-trusted partners: Plaid, SnapTrade, and Yodlee. So PortfolioPilot don’t have any access to your credentials.
Two-Factor Authentication (2FA)
PortfolioPilot provides Two-Factor Authentication (2FA) to secure your account beyond a simple password. Requiring this additional verification step, adds essential protection against unauthorized activity.
Interactions with users’ accounts
At PortfolioPilot, your financial data’s security is our priority. PortfolioPilot partner with trusted services like Plaid, SnapTrade by Passiv, and Envestnet Yodlee to securely access your investment details.

Everything is under your control
PortfolioPilot understand the importance of giving our users control over their personal data. That's why PortfolioPilot have made it easy to disconnect accounts and delete all data at anytime.
Your data is safe
We prioritize the security and privacy of our users' data. We do not engage in the sale of data. We neither generate revenue through trading or payment-for-order-flow.


Secure connections with 12,000+ banks
Keep your business account and all your finance needs safely organized under one roof. Manage your portfolio quickly, easily & efficiently.
Secure connections with 12,000+ banks
Keep your business account and all your finance needs safely organized under one roof. Manage your portfolio quickly, easily & efficiently.

Complete Control in Your Hands
With 2FA enabled, you have an extra layer of protection for your financial data. At PortfolioPilot, your security and peace of mind are our top priorities—because you can never be too careful with your financial data.

Used by more than 30,000 individuals
We're used by thousands of individuals in the US & Canada, who rely on PortfolioPilot to analyze their portfolios of over $30 billion2,3 in total assets.