Tax Optimization Help Center
FAQs
Where can I add missing data for tax calculations?
You can add missing data for tax calculations within the Transaction tab in the Track section.
View moreHow can I reduce my tax burden?
PortfolioPilot’s taxes page provides users with continuous tax-loss harvesting throughout the year, recalculated as markets change.
View moreHow does PortfolioPilot track my taxes?
PortfolioPilot uses your transaction history and personal income/tax filing status/residency to calculate your year-to-date tax burden.
View moreWhat is the refund and cancellation policy?
Subscriptions are billed monthly and can be canceled at any time through the Subscription tab.
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