COMPARE ASK LINC

Ask Linc vs PortfolioPilot

PortfolioPilot focuses on your investments. Ask Linc connects them to decisions about your home, work, family, and retirement.

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Try free for 30 days. No credit card required.

THE SHORT VERSION

At a glance.

DIMENSIONASK LINCPORTFOLIOPILOT

Best for

ASK LINCHousehold decisions that can involve cash, debt, housing, work, family costs, investments, and retirement at the same time.

PORTFOLIOPILOTInvestment analysis, portfolio recommendations, risk, taxes, and investor-focused planning.

Starting point

ASK LINC“What are we trying to decide?”

PORTFOLIOPILOT“How should this portfolio be managed or improved?”

Scope

ASK LINCThe whole financial picture needed for the decision.

PORTFOLIOPILOTInvestment-first, with broader planning capabilities around the portfolio.

Output

ASK LINCA recommendation, the tradeoffs, what could change the answer, and the math behind it.

PORTFOLIOPILOTPortfolio analysis, investment guidance, and investor-oriented recommendations.

Price

ASK LINCTry free for 30 days, no credit card. Then $19/month.

PORTFOLIOPILOTCheck PortfolioPilot for current plans and feature limits.

Product information reviewed September 19, 2026. See PortfolioPilot features and methodology for current capabilities and availability.

THE ASK LINC DIFFERENCE

An answer
you can check.

With Ask Linc, the work comes with the answer. Open Show the Math to inspect the inputs, assumptions, calculations, checks, and sources—all in one place.

SHOW THE MATH

EXAMPLE

YOUR QUESTION

Can we afford a $700,000 home without pausing retirement savings or draining our emergency fund?

LINC’S ANSWERI’d choose 15% down, not 20%. You’d keep $48,000 after closing, or six months of your $8,000 spending. Putting another $35,000 into the house leaves just $13,000 in cash. Keep the all-in housing payment within $4,800 a month to preserve your retirement contributions.

Your numbersThe facts Linc used

AssumptionsWhat had to be estimated

MathHow the answer was worked out

ChecksWhat was verified

SourcesWhere the information came from

OUR HONEST TAKE

Choose Ask Linc to see how your investments affect your other plans. Choose PortfolioPilot for investment analysis.

Choose PortfolioPilot for portfolio analysis. Choose Ask Linc when your investments are part of a bigger household decision.

BEFORE YOU CHOOSE

Common questions.

What can I inspect with Show the Math?+

It shows your inputs, assumptions, calculations, checks, and sources, so you can see how Linc reached its answer.

Is Ask Linc a PortfolioPilot alternative?+

If you want investment recommendations and detailed portfolio tools, PortfolioPilot is built for that. If your investment question is part of a decision about your home, work, or retirement, Ask Linc helps you see how they affect each other.

Does Ask Linc replace a human advisor?+

No. Ask Linc is decision-support software. It does not manage your money or replace personal investment, tax, or legal advice.

COMPARE ASK LINC WITHChatGPT →Origin →Monarch →Boldin →

START WITH THE DECISION

Make your next decision with the math in view.