Yes - search for 'Charles Schwab' in Net Worth - Add a net worth asset - Securities and sign in with current Schwab credentials.
View moreYes - a card is required even when a plan is discounted to $0, because it is still technically a paid subscription used to verify eligibility.
View moreThere is no iOS or Android app, but PortfolioPilot is fully mobile-optimized in your browser. Many people add a home-screen shortcut for quick access.
View moreYes - dividends are included in historical performance and expected returns, aggregated on the Details page and broken out in the Security Explorer.
View moreNot yet - PortfolioPilot supports US and Canadian exchanges. ADRs and CDRs can be used to proxy international companies in the meantime.
View moreNo system predicts markets with certainty. PortfolioPilot's risk and return estimates come from an independently validated ensemble of quantitative models.
View moreYour portfolio's expected return is a weighted sum of the expected returns of its underlying securities, shown on the Details page.
View moreRunning year-round estimates YTD capital gains, scans lots for harvestable losses and shows tax impact before trades, rather than waiting until December.
View moreRecommendations are added one at a time: each change alters your portfolio, so the next set is recalculated against your new holdings and exposures.
View moreTrack it as private debt - Add an asset - Private Equity, set Type of equity to Private Credit / Private Debt, then enter the outstanding principal.
View moreAdd as many accounts as you like. Go to Net Worth, click Add account under the securities section, then connect your brokerage or enter holdings manually.
View moreAdd it under Net Worth - Add an asset - Other assets - Loan, entering the original and remaining amounts. It appears as a liability in your Net Worth.
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