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What types of life events and ongoing expenses can the PortfolioPilot model?

Major milestones (retirement, home purchase, inheritance, college funding, and more) and ongoing costs (housing, insurance, healthcare, travel) can be added with timing and amounts. We roll these into your cash-flow forecast so plans reflect real life, not just a static balance.

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