Dividends are tracked per security and counted in your net worth and expected returns. Add the dividend columns via Customize view on the Details page.
View moreGo to the Net Worth page. For manually entered data, click the pencil icon to update securities one by one or all at once.
View moreOpen the Investment Profile tab in your account settings to update your investor preferences at any time.
View moreOpen the Billing & promotions tab to update your card details, which are handled by our payment processor, Stripe.
View moreGo to portfoliopilot.com/login, log out if needed, click Forgot password and enter your account email. The reset link arrives by email - check spam too.
View moreOpen the Transactions tab and pick an account to see tax lots and cost basis per security. Cost basis drives gain, loss and harvesting calculations.
View morePortfolioPilot does not custody assets, so withdrawals are handled by your bank, brokerage or other custodian directly.
View moreYou are taxed in the year you convert. Qualified Roth withdrawals are then tax-free and free of RMDs, subject to the 5-year clock and age rules.
View moreReviewing quarterly is a reasonable rhythm, plus any time a significant life event changes your goals, timeline or risk tolerance.
View morePortfolioPilot runs on a structured financial stack: market and macro data, an economic knowledge graph and ensemble forecasts, not just a language model.
View moreIt combines hybrid-AI analytics with a view of your whole portfolio - stocks, bonds, ETFs, crypto and more - not one asset type or basic tracking alone.
View moreGeneral chatbots cannot see your actual holdings or live market data. PortfolioPilot analyzes your real portfolio as a registered investment adviser.
View more