Yes. Open Preferences - Recommendations preferences and set Restrict to specific fund families. You can also limit suggestions to index funds only.
View moreYes - connect most major banks and brokerages, then tag each account as taxable, traditional or Roth so projections and tax analytics stay accurate.
View moreYes - you are always in control. Accounts are read-only by default, so nothing happens until you choose to act on a recommendation yourself.
View moreThere is no pause option. Downgrade to Free to keep your account and data at no cost, or cancel - your portfolios and history are preserved either way.
View morePro subscribers get a quarterly 1:1 expert call - book it in Settings - Subscription. On any other plan, email support@portfoliopilot.com to arrange one.
View moreOpen Track and use the icon toggle on the heatmap card to switch to historical and expected performance. For side-by-side, use Analysis & comparison.
View moreYes. Set a risk preference per Asset Group, or use recommendation preferences, to steer toward a target allocation by asset class or style.
View moreYes. Three ways: a risk preference per Asset Group, per-account recommendation preferences, and account-level tax treatment settings.
View moreYes - Asset Groups let you set a separate risk profile for a group of holdings, though most people benefit from managing their portfolio holistically.
View moreYes. Add RRSP, TFSA, and RESP under Add an asset - Securities, marking RRSP Tax-Advantaged and TFSA Tax-Free. Add CPP and OAS as recurring income.
View moreYes - the Estate Planning page gives you a checklist personalized to your net worth and situation, so your assets are handled the way you intend.
View moreYes - mark the tax status when you import each account, and PortfolioPilot factors it into your tax burden calculations and recommendations.
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