In the Retirement planner open Money in & out, click Add payment and choose Employment income, then set the amount, start and end dates.
View moreIn Plan - Retirement Planning - Assumptions, set Model Required Minimum Distributions to Yes. RMDs then appear by age in the detailed breakdown table.
View moreUse Retirement planner - Taxes & withdrawals - Add Roth conversion. Set Wealth impact to Transfer, not Decrease, since the money changes account type.
View moreChange the Retirement age in Scenario settings and the planner instantly recalculates success probability. Save each version as a what-if scenario.
View moreDiversify across asset classes, review the three tabs on the Analysis page, then work through the recommendations the system generates.
View moreUse the Portfolio Optimizer to rebalance your existing holdings. The Portfolio Optimizer tutorial walks through the process step by step.
View moreDowngrading is how you stop future billing. Open Subscription, downgrade to Free, and your paid features run to the end of the current period.
View moreSet each account's Tax Treatment in Net Worth, then create Asset Groups for taxable, tax-advantaged, and tax-free, each with its own risk preference.
View moreIt hides automatically once all five checklist items are done, and there is no manual dismiss. Finish your profile, add an account, and open the rest.
View moreEmail support@portfoliopilot.com with the subject Data Request and your account email. To export holdings yourself, use Details - Export as spreadsheet.
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.
View moreThree ways to keep 401(k) suggestions to your plan's available options: separate it with Asset Groups, run the Portfolio Optimizer, or build a draft.
View more