For security reasons, PortfolioPilot has "read-only" access to your accounts, meaning that we can pull in the securities from your brokerage to analyze, but cannot execute trades on your behalf.
View moreYes, you can export your portfolio / securities data to a spreadsheet. Simply visit the Details page and click on ‘Export as spreadsheet’.
View moreYes, PortfolioPilot offers personalized recommendations specifically aimed at enhancing your dividend income. You can set preferences in your investment profile, such as favoring overall growth, steady income, or a balance of both.
View moreUsing the Easy Portfolio Upload tool, you can simply copy the data from your Excel sheet and paste it into PortfolioPilot.
View moreCurrently we only support manual upload of securities based on dollar amounts, though that will likely change going forward when we are able to support both entry methods.
View moreYes, you can integrate multiple real estate investments into your PortfolioPilot assessment. The platform allows you to add specific information about each property, including details about mortgages, location, and rental properties.
View morePortfolioPilot allows you to set risk profiles for a group of portfolios using our Asset Grouping feature.
View moreYes, estate planning is an essential part of managing your finances. After all, you want to make sure your assets are taken care of after you’ve gone.
View morePortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now: