Yes - real-time YTD capital gains estimates and a running view of sales let you see how your tax posture shifts through the year, not just at filing time.
View moreYes - tax optimization focuses on taxable accounts. Tax-advantaged accounts like 401(k)s and IRAs, and robo-managed accounts, are generally excluded.
View moreYes - the Estate Planning Checklist prompts you to name an executor and tracks it alongside your will and beneficiary updates, all in one place.
View moreExport your portfolio and securities data to CSV from the website - many people share positions and YTD sales with a CPA or keep a year-end snapshot.
View moreUse Asset Groups to keep the sub-account in Net Worth but exclude it from analysis. Or toggle Active off in the account editor to remove it entirely.
View moreNo - PortfolioPilot has read-only access. It can analyze your holdings and build an order execution list, but you place the trades at your own brokerage.
View moreYes - go to the Details page and click 'Export as spreadsheet' to download your selected portfolio and its assumptions as a .csv file.
View moreTrials can't be extended or restarted automatically. If technical issues cost you trial time, email support@portfoliopilot.com about a free month.
View moreBilling receipts are managed through Stripe. Open Billing & promotions - See invoices to access your Stripe portal and download all past invoices as PDFs.
View moreYes. Set your investment profile to favor steady income, and recommendations are tailored toward dividend returns. See the Dividend Features Tutorial.
View moreYes - use Easy Portfolio Upload to copy and paste your Excel data straight in. PortfolioPilot parses it automatically and builds a manual portfolio.
View moreYes - you can import securities using either share quantities or dollar amounts. Both work for manual entry and for spreadsheet upload.
View more