Yes - set your inflation assumption and spending, income and tax projections update in today's dollars. Sensitivity checks show higher or lower rates.
View moreYes - RMD rules are built into projections for tax-deferred accounts, so required withdrawals appear automatically and you can adjust the assumptions.
View moreYes - user suggestions feed directly into the development process, and features people ask for are often shipped within weeks.
View morePortfolioPilot supports USD and CAD. Your whole profile uses one selected currency, which you can change in Preferences on the Track page.
View moreYes. Upcoming dividend payouts appear in the Portfolio insights feed on the Track page, alongside earnings dates and notable security updates.
View moreGlobal Predictions offers the GP API to fintech companies and larger institutions. Partnerships are arranged case by case, usually as custom solutions.
View moreYes - margin trades and leveraged positions are tracked and factored into your overall net worth calculation.
View moreNo formal discount programs, but annual billing saves 30-50% vs monthly. The referral program gives you and a friend 2 free months of Gold each.
View moreYes - recommendations work the same for ESG portfolios. Add your preference in plain language under Preferences - Investment profile - Additional context.
View morePortfolioPilot connects to 12,000+ US and Canadian institutions via Plaid, SnapTrade and Yodlee. Search yours under Add an asset - Securities to check.
View moreNot yet. PortfolioPilot natively supports USD and CAD. Broader currency and exchange coverage is on our product roadmap for the next year.
View moreThere is no minimum. A few thousand dollars gets the same analysis as several million, while many human advisors require $100,000 or more to take you on.
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