Open the Retirement planner and use Scenarios settings to simulate a Roth conversion and see its effect on your long-term financial picture.
View moreOpen the Retirement planner - the main chart projects your portfolio value from today to the end of your plan. Hover any point for that year's figure.
View moreOpen Analysis & comparison, pick your portfolio and go to the Holdings tab. Each holding shows cost basis, current value and gain or loss.
View moreTax Optimization names the exact lot to sell and identifies it by purchase date. Open Transactions for lot-level cost basis, quantity, and dates.
View moreThere is no fixed default. Search your institution under Net Worth - Add an asset - Securities and pick the Yodlee or SnapTrade option if it appears.
View moreSet your goals, risk tolerance and timeline in your investment profile, and PortfolioPilot tailors its analysis and recommendations to them.
View moreGo to Track - Asset Groups - Set up Asset Group, name it, and select the accounts. Each group gets its own risk profile, strategy and recommendations.
View moreOpen Shared access in settings, enter the invitee's email, choose Read only or Full control, and send the invite. Repeat for additional people.
View moreThere is no separate Gold trial to opt out of. You are on the free plan from the start; the 10-day full-access trial simply layers on top at no cost.
View moreAsk the AI Assistant, run a custom Future simulation, use pre-built historical simulations, or review Downside Protection in Portfolio Score.
View moreLog in with Facebook or Google once more, confirm your email in Settings - Account settings, then use Forgot password? to set an email password.
View moreStaking rewards are not tracked as income events. Connected exchanges sync the added balance, and you can model rewards in the Retirement planner.
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