Yes, PortfolioPilot can suggest specific stocks or ETFs that match your risk profile. By analyzing your current portfolio and investment goals, PortfolioPilot identifies securities that align with your desired level of risk and potential returns.
View moreYes, a part of our offering is comprehensive net worth tracking. PortfolioPilot allows you to track your entire net worth, including securities, real estate, private equity, cash, crypto, jewelry, etc.
View moreYes, PortfolioPilot can track most options and will automatically be pulled in from connected accounts.
View moreNo, the AI Assistant does not have the capability to make changes to your account.
View moreWe do not have an IOS or Android app, but you can absolutely use all the functionality you love on your phone, in your mobile browser, at www.portfoliopilot.com as you normally would.
View moreYes, we include dividends in historical performance and expected returns, as well as aggregated for your portfolio on the Details page.
View moreYes, user suggestions are crucial for us at PortfolioPilot, and we actively incorporate them into our development process.
View morePortfolioPilot can currently handle USD and CAD for asset values. Unfortunately, we currently do not support other currencies.
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: