Introducing PortfolioPilot 2.0: Your New Ally in Smart Investing for 2024!

January 9, 2024

Happy 2024, investors! The start of a new year is the perfect opportunity to align your financial aspirations with actionable plans. And what better way to do that than with the latest update from PortfolioPilot? We’re excited to announce the launch of PortfolioPilot 2.0, a significant leap forward in our commitment to providing you with a top-notch financial advising tool.


A. Performance Enhancements That Matter:

PortfolioPilot 2.0 isn’t just an update; it's a transformation. We've rebuilt large parts of the backend system. The result? An overall faster, more responsive, and smoother experience that makes accessing your financial insights a breeze.

B. Customization at Your Fingertips:

Understanding that every portfolio is unique, we've introduced new customization features. Now, you can tailor your portfolio like never before. Modify security assumptions, choose proxy tickers for unlisted items, and even add custom securities. These features put you in the driver’s seat of your investment journey.

See our Customization Features tutorial

C. Organize with Asset Grouping:

To make your investment experience as effective as possible, PortfolioPilot 2.0 offers Asset Grouping. This new feature lets you organize your assets into groups and choose an associated risk profile, aligning your portfolio with your personal financial objectives.

See our Asset Grouping tutorial

D. Transparency in Fees:

Fees can eat into your investment returns, and we believe in increased transparency. Our new Fee Visualization & Optimization features provides a clear view of the fees associated with your investments, along with suggestions to try to optimize your portfolio.

E. Dividends Made Easy:

For dividend enthusiasts, PortfolioPilot 2.0 brings advanced tracking and strategic insights to help you try to maximize your dividend income. This is a game-changer for those who focus on generating regular income from their investments.

See our Dividends Features tutorial

F. Continuous Improvement:

We’ve made numerous additional enhancements based on your feedback, including recommendation sizing, smoother portfolio imports, improved analysis tabs, better data availability, and many other user experience improvements.

Privacy and Security at the Forefront

Your trust is our top priority. With PortfolioPilot 2.0 and our Registered Investment Advisor status, we've strengthened our compliance, privacy, and security measures to ensure the utmost safety of your personal and financial data. We follow a compliance plan, and are regularly updating our security protocols, so you can invest with peace of mind.

The launch of PortfolioPilot 2.0 marks a new era in self-directed investing. It’s not just about powerful tools; it’s about empowering you, the investor, with knowledge, insights, and control over your financial future. We thank you for being part of our journey and are excited to support your investing in 2024 and beyond.

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