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How does PortfolioPilot support retirement planning?

We map your full picture: accounts, contributions, life events, recurring expenses, and project outcomes in real, after-tax terms. You can test levers like retirement age, savings rates, Roth conversions, and withdrawal order, then see the impact on longevity of your assets and goal coverage. Stress tests help you understand downside scenarios before you commit.

How optimized is your portfolio?

PortfolioPilot is used by over 40,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:

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1: As of November 14, 2025