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The Stock Screener tool in PortfolioPilot allows you to filter stocks based on specific attributes such as sector, market cap, region, and ...
View moreAdd pre-Medicare premiums as a recurring Custom payment in Retirement planner - Money in & out with Wealth impact set to Decrease and a date range from your retirement year to age 65. Add Medicare as a separate smaller entry after...
View moreIf your 401k provider isn't supported (Principal, TIAA, Voya), you can add it manually. One field during setup makes a big difference for how analysis works...
View moreTry connecting the 529 provider directly, upload a statement, or add it manually as a Securities account. Set Tax Treatment to Tax-Advantaged so projections and recommendations factor the tax deferral correctly...
View moreYou have two ways to work with a limited 401(k) fund menu: enter all available funds as holdings, or tell PortfolioPilot your fund menu via Additional context in Preferences...
View moreCITs aren't publicly traded so the search may not find them directly. Add via Enter or copy/paste securities, or create a custom security - and use a proxy ETF for automatic daily price updates...
View moreAdd the vested balance as a Custom asset in Net Worth - Other assets. Add future distributions as Custom payments in Retirement planner - Money in & out. NQDC plans are unsecured employer obligations - consult a CPA for tax planning...
View moreA defined benefit pension pays fixed income in retirement - unlike a 401(k), there's no account balance to look up. PortfolioPilot has two ways to model it...
View moreADRs add the same way as any US-listed stock. Search by the US ticker under Net Worth - Add an asset - Securities. If not found, create a custom security with Equity asset class...
View moreThe Outstanding mortgage field on your property is for your primary mortgage only. Add a HELOC or home equity loan separately under Other assets → Loan...
View moreOne-time life events go in Retirement planner - Life events - + Add life event. Choose from Down payment, College tuition, Inheritance, Sell business, or Custom event. For recurring flows, use Money in & out instead...
View moreAn HSA can be added like any investment account in PortfolioPilot - connect it via your provider, upload a statement, or enter holdings manually...
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