Go to Settings - Subscription to see your plan, trial status, and renewal date. Trials show which day you're on and what the plan converts to.
View moreAsk the AI Assistant directly, for example 'Compare VTI vs VXUS'. You get a side-by-side view of expected return, risk, sector exposure and fees.
View moreIn Plan - Retirement Planning, set current age, retirement age, and monthly amounts in the left panel. Social Security sits in Advanced settings.
View moreYour browser is still signed in to the brokerage, so it hands back that account. Fully log out there, then start the connection again.
View moreGo to the Net Worth page, click Connect Account, search for Fidelity and select the account you invest in, then follow the prompts to sign in.
View moreIndividual fixed-income securities are not supported directly. Add them as a custom security, or use a bond ETF or mutual fund as a close proxy.
View moreYou can connect several accounts at one institution. Fully log out of the first on the brokerage's own site before starting the second connection.
View moreGo to Track - Drafts - Add Draft Portfolio, name it, and set Based on to your current portfolio, an Asset Group or a specific account.
View moreDescribe the change in plain language and the AI Assistant builds the draft. Switch to it with the Portfolio Selector to compare it against your own.
View morePortfolioPilot doesn't have a standalone watchlist, but a Draft Portfolio works well. Add tickers to follow, then monitor them via the Track page heatmap.
View moreScroll to the bottom of the Track page to see your portfolio broken into component holdings. The same view is on the Comparison page under holdings.
View moreGo to Settings - Subscription and click Downgrade to free. You keep net worth tracking, retirement planning and portfolio assessment at no cost.
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