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There are two ways to model rental income in PortfolioPilot - add the property as a rental in Net Worth, or enter the income stream directly in the Retirement Planner...
View moreVested RSUs are usually just shares — add them under Private Equity → Company equity. But the Tax Treatment field here is critical and easy to set wrong...
View moreSalary, pension, rental income, Social Security - each income type has its own place in PortfolioPilot. Here's where to enter each one for accurate retirement projections...
View moreWhether you have synced an account, uploaded a statement, or added a portfolio manually, you can add transactions & cost basis information quite easily from...
View moreMost promo codes apply automatically via a special link. If you got a standalone code, here's exactly where to enter it manually — step by step...
View moreYour tax information affects Roth conversion analysis, tax-loss harvesting calculations, and retirement income projections. Here's where to update it...
View moreUpdate your risk preference anytime in Preferences → Investment profile. You can also set different risk levels per Asset Group - useful for mixing aggressive and conservative allocations...
View moreYou can change your risk profile and other investor preferences by visiting the...
View moreYou can upgrade or downgrade your subscription at any time on...
View moreEmail changes are handled by the support team. Send your old and new address to support@portfoliopilot.com — here's what the verification process involves...
View moreYou can customize the inflation rate in the Retirement Planner under Model settings. Changing it affects spending projections, portfolio value, and retirement success probability...
View moreEasiest way to check the sector breakdown is to look at either the Track page (here) or the Improve -> Comparison page for...
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