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Investor Pilot
Portfolio tracker that organises investments by goal and strategy and reviews performance and decisions.
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Overview
About Investor Pilot
Investor Pilot helps everyday investors plan goals with timeframe, required return and risk, group holdings into strategy buckets, track performance by goal, strategy and account and monitor prices and dividends for global stocks, ETFs and funds, with alerts, reviews and built-in education.
What it does
Tracks holdings and dividends, measures performance against personal goals and strategies and prompts periodic investment reviews.
Where it fits
A planning and tracking layer above brokerage accounts, replacing investment spreadsheets.
Who it suits
New investors, families managing long-term wealth, rules-based traders and people planning for retirement.
Editorial view
Strengths and limitations
Written by our editors to the same standard for every product.
Strengths
- Goal-based planning
- Strategy buckets
- Automatic price and dividend tracking
- Regional sites for several markets
Limitations
- No brokerage integrations listed
- No mobile app mentioned
Reviews
What users say
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Community discussions
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Company
About Investor Pilot
- Company
- Investor Pilot
- Website
- investorpilot.co
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