We see a future of personalized finance, investing, and retirement planning. As more investors turn to AI assistants to help track, analyze, and understand their portfolios, it's important to keep delivering quality services in a fast-changing financial landscape.

PortfolioPilot provides free portfolio tracking, tax and diversification analysis, and retirement modeling, all without taking custody of assets. Its account-agnostic design connects to more than 12,000 brokerages, banks, and crypto wallets, offering long-term flexibility for self-directed investors. It also offers an integrated AI Assistant and personalized financial recommendations to 10,000s of users, with over $30B assets on the platform (as of February 15, 2025).

With Roi’s shutdown on October 15, 2025, many are now looking for a seamless way to maintain their data and investment insights. This article outlines how Roi users can easily migrate their data to PortfolioPilot and continue using AI-powered portfolio tracking, analysis, and personalized insights, supported by dedicated transition offers to simplify the switch.

Key Takeaways

• Roi’s service wind-down allows users of this great app to export their account data.
• PortfolioPilot provides ongoing portfolio tracking, AI portfolio Q&A, tax and diversification analysis, and retirement modeling across 12,000+ institutions.
• Data portability is easy: investors can export transactions, cost basis, and saved goals to preserve context when migrating.
• Transition support: Roi users can easily move data to PortfolioPilot and access transition offers designed to maintain portfolio continuity.
• Separating “advice software” from brokerage custody reduces lock-in risk and helps ensure long-term flexibility across accounts.

Roi: An AI Assistant Reaching Its Sunset

Roi was designed as a chat-based companion for everyday finances, tracking accounts, analyzing portfolios, and answering investing-related questions in natural language. Its conversational interface appealed to users who wanted quick, AI-generated summaries of their financial life.

However, with the company announcing a service shutdown on October 15, 2025, users now face practical next steps. To maintain historical context and avoid data loss, Roi users can:

• Export transactions and assets into CSV or similar formats.
• Save investment details, including cost basis, goals, and contribution histories.
• Document assumptions used in Roi’s projections (e.g. income growth, inflation, contribution schedules).

These steps ensure continuity of analysis when switching to another platform.

PortfolioPilot: Ongoing AI Insights and Multi-asset Net Worth Tracking

PortfolioPilot provides continuous portfolio tracking, tax optimization analysis, and diversification insights across multiple custodians (over 12,000!). It does not manage or custody assets; its focus is clarity, education, and data-driven analysis that helps investors make informed, independent decisions.

Key features include:

• Free net-worth and portfolio tracking across all major brokerages, banks, and crypto wallets.
• AI-powered insights identifying diversification gaps, concentration risks, and tax-drag exposure.
• Scenario modeling for retirement, historical downturns, and macroeconomic shifts.
• Tax optimization & fee saving help find opportunities proactively, sending you alerts when there are savings opportunities available.
• Monthly recommendations that explain “why this, why now,” helping investors focus on continuing to make smart decisions across their entire net worth.

For Roi users, this should be familiar and allow for continuity to continue managing assets yourself, enriching your personal finances, and keep growing your net worth.

How Roi Users Can Transition Smoothly

Migrating from Roi doesn’t have to be complex. Most Roi data can be exported and uploaded directly into PortfolioPilot’s system using manual import or file upload.

Suggested steps:

1. Export all Roi data (net worth accounts, balances, transactions, and cost basis).
2. Create a PortfolioPilot.com account and import those files.
3. Verify that all holdings and liabilities are accurately represented.
4. Review the AI-generated portfolio assessment and Portfolio Score.
5. Optional: connect accounts for real-time tracking and monthly insights.

To ease this process, PortfolioPilot has made special transition offers available to former Roi users who transition - send an email to support@portfoliopilot.com to take advantage of these promotions.
Promotions are subject to applicable terms and conditions and may be modified or discontinued at any time without notice.

Disclosure: PortfolioPilot is not affiliated with Roi or OpenAI.