Vested RSUs are ordinary shares. Add them via Add an asset - Private Equity - Company equity, entering the company name and ticker.
View moreEnter your yearly salary in Preferences - User profile; it flows into Retirement planner - Money in & out. Other income types each have their own field.
View moreOpen the Transactions tab to add transactions and cost basis, whether the account was synced, uploaded from a statement, or entered manually.
View moreMost codes apply automatically via a special link. For a standalone code, go to Settings - Billing & promotions, enter it under Promo code and click Apply.
View moreUpdate filing status, country and state in Preferences - User profile. For retirement-specific tax modeling, set the rates in the Retirement planner.
View moreOpen Preferences - Investment profile and edit your risk preference. Six levels run from Conservative to Extreme, shaping recommendations and your Score.
View moreOpen the Investment Profile tab in your account settings to change your risk profile and other investor preferences.
View moreUpgrade or downgrade any time on the Subscription tab. Upgrades start immediately and the difference is prorated across the rest of your billing cycle.
View moreEmail changes are handled by support for security reasons. Email support@portfoliopilot.com with your current and new address to start the change.
View moreOpen the Retirement planner, go to the Model settings tab and edit the Inflation assumption field. The default comes from PortfolioPilot's forecast.
View moreCheck the sector and region breakdown on the Track page or the Comparison page. The Downside protection tab flags where you are overexposed.
View moreGo to Settings - Subscription or Billing & promotions and open the Referral program section to see Bonus left, Signed up, and Started trial.
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