Dashboard

Get Ready To Outperform The Market

A Balanced Approach to Growth + Income

When you log in, you’ll see your Portfolio Dashboard, which displays:

• Portfolio Allocation

  • 6 Income Stocks (8% each, 48% total)

  • 13 Growth Stocks (4% each, 52% total)

• Stock Details — ticker symbol + company name

• Alerts — notifications of portfolio changes

• Analytics — allocation and performance visuals

Take Control of Your Investing with StockPilot

• Daily Updates

  Portfolio changes, if any, published after market close.

• Actionable Alerts

  Get notified via app, text & email when it's time to buy or sell.

• Transparency First

  You always know exactly what stocks are in the model portfolio.

• Perfect Balance

  Approx. 50/50 diversification to both Growth & Income positions.