At PortfolioPilot, we understand the importance of security when it comes to your financial data. That's why we use industry-leading security measures to ensure that your information is always protected.
We can only read your investment details, and we cannot make any changes or transactions on your behalf.
All authorization procedures are conducted through our well-trusted partners: Plaid, SnapTrade, and Yodlee. So we don’t have any access to your credentials.
We aren’t able to perform any actions on your behalf. Our access is restricted to reading and analyzing your investment information only.
We understand the importance of giving our users control over their personal data. That's why we've made it easy to disconnect accounts and delete all data at anytime.
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.Read more about why the platform is free