PortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:
Use a Life Event for lump sum and a recurring Custom payment for DCA. Save each as a what-if scenario and switch between them on the projection chart to compare the impact side-by-side...
View moreModel part-time or semi-retirement income in the Retirement Planner under Money in & out - Add payment - Employment income. Set the income amount, start/end dates, and growth rate...
View moreGo to Plan → Retirement Planning → Assumptions and set 'Model RMDs' to Yes. The planner then shows a specific column in the breakdown that changes the picture...
View moreAdd a Roth conversion in Retirement planner - Taxes & withdrawals - + Add Roth conversion. Set Wealth impact to Transfer and enter the annual amount and date range...
View moreChange the Retirement age field in the Scenario settings panel and the planner instantly recalculates your success probability. Save each version as a what-if scenario to compare side-by-side, or ask the AI Assistant...
View moreTo optimize your Portfolio Score with PortfolioPilot, begin by diversifying your investments across various...
View moreFor a detailed walkthrough of how to use the Portfolio...
View moreThere's no separate auto-renewal toggle - downgrading to the Free plan is how you stop future billing. Your paid access continues until the end of your current billing period...
View moreTag each account with Taxable, Tax-Advantaged, or Tax-Free in Net Worth, then create Asset Groups by tax treatment and drag accounts into each group. Set a different risk preference per group...
View moreThe Getting Started guide disappears automatically once all checklist items are complete. Finish your profile, add an account, open the AI Assessment, visit Portfolio Score, and...
View moreEmail support@portfoliopilot.com with subject 'Data Request' and your account email. You can also export current holdings without contacting support via Details - Export as spreadsheet as a CSV...
View moreOnce you save a draft, the previous state is overwritten. Use Reset in the portfolio action bar to copy from your Net Worth, another draft, or a group. Create a new draft from scratch via the Drafts page...
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