Tutorial: Using the Easy Portfolio Upload
Note: Specific investments described herein do not represent all investment decisions made by Global Predictions. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.
There are three ways to import accounts to your investment portfolio:
1. Connect your brokerage account
2. Add securities all at once
3. Add securities one at a time
In this tutorial, we’ll demonstrate the quick and easy Easy Portfolio Upload, a way to add your whole portfolio from your brokerage in a few steps.
Why import your portfolio using 'Add securities all at once'?
For the better experience in using PortfolioPilot to help improve your portfolio, we recommend linking your brokerage account using a secure partner. A brokerage account connection allows our platform to interact with your portfolio with the most fidelity. Some things an account connection allows are to automatically resync your portfolio to keep up-to-date with off-platform portfolio changes, analyze your transaction history to understand tax implications, and minimize manual user work. All of this will likely improve your user experience and increase the accuracy of the system's recommendations.
Some reasons for using the 'Add securities all at once' feature include:
- Your brokerage is facing issues, is down for maintenance, or is otherwise inaccessible.
- Our partners do not support your brokerage (please email us at [email protected]m and we can look into including your brokerage).
- You are facing account connection issues and would like a short-term solution.
- You are concerned about account security.
Note: To help alleviate security concerns, PortfolioPilot only has read-access to your brokerage account, so we can never execute any transactions. Additionally, we use trusted industry partners like Plaid (used by tens of millions of users globally) to access your portfolio, so our system never has direct access to your brokerage account. All of our user data is stored using 256-bit encryption (plus other bank-level security measures). However, we understand that some users would like to maintain security for peace of mind and we provide the Easy Portfolio Upload feature for them.
Importing your portfolio
