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AI Retirement Copilot
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You can keep using the web app, or switch to the native experience for a smoother touch workflow on iPad, Android tablet, or phone.

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Features
AI Retirement Copilot features across free and pro plans.
RECOMMENDED

Nestly Pro

The complete toolkit for retirement confidence.

8k Scenarios
Nestly Score
Tax Smarts
Upgrade to Pro

Free Features

11 features

Free includes 9 of 14+ modules and 180+ editable inputs, with preview access across all 261+ controls.

AI-ranked Top Actions

Get prioritized recommendations tailored to your plan in real time.

Preview Changes Before Apply

Review projected impact first, then apply changes with confidence.

1 AI Action Apply (Free Sign-In)

Signed-in Free users can apply one AI recommendation per plan.

Up to 3 Saved Scenarios

Save and revisit retirement plans without re-entering assumptions.

2 What-If Comparisons

Compare baseline vs alternatives side-by-side.

500 Monte Carlo Paths

Run probabilistic simulation ranges to understand downside and upside.

Optimization Insights

Get Social Security, Medicare, and Estate planning guidance.

Input Controls in Free vs Pro

Free: 180+ editable inputs with preview of all 261+. Pro: edit all 261+ inputs.

Planning Modules in Free vs Pro

Free: 9 of 14+ modules enabled. Pro: unlock all 14+ modules.

2-Person Household Planning

Plan for single or couple scenarios with integrated assumptions.

Cloud Sync with Sign-In

Keep scenarios and assumptions aligned across mobile and web.

Pro Features

10 features

Pro unlocks all 14+ modules and full editing across all 261+ configurable inputs.

Unlimited AI Action Applies

Apply as many AI recommendations as needed while iterating your plan.

8,000 Monte Carlo Paths

Run full probabilistic ranges with tighter confidence around outcomes.

Unlimited Saved Scenarios

Create and store unlimited alternatives for retirement decisions.

10 What-If Comparisons

Compare more scenario combinations in a single planning session.

Comprehensive Reports (Unlimited)

Generate detailed reporting packages for strategy and review.

Nestly Score (Full Analysis)

Unlock full pillar analysis and guidance behind your readiness score.

Advanced Withdrawal Strategy

Use tax-aware withdrawal sequencing to improve plan durability.

Income Source Diagnostics

Track portfolio, Social Security, pension, and other income streams with strategy-level diagnostics.

Unlimited Life Events & Milestones

Simulate major events and timing changes across your retirement path.

Cross-Device Sync Included

Keep all Pro scenarios and assumptions synchronized across devices.