Robo-advisors slot you into a preset model and auto-trade. PortfolioPilot uses a hybrid-AI approach and leaves every trade decision with you.
View moreFree is $0. Gold is $20/month, Platinum $49/month, and Pro $99/month when billed annually, and every paid plan starts with a 10-day free trial.
View moreTax-loss harvesting, Roth conversion modeling, and asset location, under Improve - Tax optimization. Roth conversion scenarios are on all plans.
View moreStocks, ETFs, bonds, mutual funds, cryptocurrencies, real estate and private equity can all be tracked and analyzed together in one place.
View moreMilestones like retirement, a home purchase, inheritance or college, plus ongoing housing, insurance, healthcare and travel costs, all feed cash flow.
View moreExisting draft portfolios are kept. You will not be able to create new ones, and any draft you delete cannot be recovered.
View moreYour best claiming age depends on health, other income, marital status and portfolio size. Compare ages using what-if scenarios in the planner.
View morePortfolioPilot models and analyzes, but large Roth conversions and other situations that turn on your full income picture call for a CPA.
View moreAdd missing tax data in the Transactions tab under Track, either manually or with the statement upload tool.
View moreThe help site holds tutorials and FAQs covering everything from first setup to the more advanced features of the platform.
View moreThe Track section shows your net worth as it stands today, while the Improve section explains what to change and why.
View moreThe Track page gives a full overview of your net worth, including recent change, portfolio returns and the breakdown of your holdings.
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