Why does my Draft portfolio include all my Net Worth items?
What are Draft Portfolios?
Why are Recommendations blocked when I link my Questrade account?
What are PortfolioPilot simulations?
What is the Portfolio Score?
What is PortfolioPilot?
Do your returns include dividends?
How do I optimize the weighting of my portfolio?
How are expected returns calculated?
How can I accept all recommendations rather than adding each one individually?
I am retired. Does PortfolioPilot work for me?
If Global Predictions has investable insights, why don’t you run a hedge fund?
Why does the security I hold show up prefixed with “Private.”?
How does Global Predictions keep my data secure?
Why do I need to connect my account to get investment insights?
Why are my imported values incorrect?
How do I import my investments?
How do I connect my individual bond portfolio or manually enter individual fixed-income securities?
Can I import my securities based on share quantities / units rather than dollar amounts?
How do I add options manually to my portfolio?
How can I improve my portfolio?
What does Global Predictions do with my data?
How do I connect my Fidelity Investments account?
How do I import my Interactive Brokers portfolio?
Why does a security I hold show up as “Unknown”?
Why are you building Global Predictions?
How can I start using the portfolio management platform, PortfolioPilot?
What is Global Predictions?
Why does the platform tell me “Your portfolio contains a significant number of items unknown to the system, functionality is limited”?
Do you have an iPhone or Android app?
How does Global Predictions’ Portfolio Management system help me?
What does risk match mean?
Is this tool useful for me if I’m retired?
Can I get recommendations specifically to improve my dividend income?
How do I figure out my annual dividend returns?
How do I set my investment goals?
Does PortfolioPilot consider user suggestions for new features?
Is PortfolioPilot compliant with SEC regulations?
How often is the PortfolioPilot software updated?
Where can I find tutorials or guides for using PortfolioPilot?
How does PortfolioPilot help with order execution?
What is the Downside Protection feature?
Can PortfolioPilot identify anomalies in the market?
What insights does the market overview provide?
How does the ETF screener work?
How does the stock screener tool work?
What is AI Equity Search and how do I use it?
What is fee optimization and how does it benefit me?
How frequently should I update my investment strategy with PortfolioPilot?
Can PortfolioPilot suggest specific stocks or ETFs to match my risk profile?
How does PortfolioPilot simulate different investment scenarios?
What kind of recommendations does PortfolioPilot provide?
How do I get access to the GP API?
How does PortfolioPilot handle cryptocurrency investments?
Can I integrate real estate investments into my PortfolioPilot assessment?
Is there a mobile app available for PortfolioPilot?
Is PortfolioPilot a crypto portfolio tracker?
Is PortfolioPilot a portfolio tracker or net worth tracker?
How is PortfolioPilot different from other investment advice tools?
What types of investment assets can be managed using PortfolioPilot?
Is PortfolioPilot suitable for both beginner and advanced investors?
How do I optimize my Portfolio Score?
What is the range of possible Portfolio Scores?
Can I execute trades on the platform?
How can I resolve a billing issue?
What will happen to my draft portfolios if I downgrade my Platinum subscription?
I’m having trouble with subscriptions or a premium feature. What should I do?
How does PortfolioPilot know how much I am paying in fees?
What is the refund and cancellation policy?
How do I change my subscription tier? What will happen to the billing process?
How do I update my payment information?
Is my payment information secure?
What kind of support can I expect with a subscription?
What are the benefits of a Platinum subscription?
What are the benefits of a Gold subscription?
Can I try the product before committing to a subscription?
Does PortfolioPilot have an API?
What should I do if I'm facing an issue with the platform?
Can I set different preferences for each portfolio?
How do I update my investor preferences?
How do I delete my account?
What is the Portfolio Optimizer and how do I use it?
How do I change my risk profile?
Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.
The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.
Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning.
1. As of July 14, 2024 2. As of July 14, 2024 3. $20B Assets on Platform as of July 14, 2024. Aggregated across all plans (including the free plan). Assets on Platform represent the total value of connected and manually inputted accounts (including assets like real estate and private equity) and does not in any way represent Asset Under Management as Global Predictions does not manage any client funds.
5. Comparison made to an individual with $1M AUM, paying an "average wealth manager fee" of 1.02% based on a 2023 study by AdvisoryHQ. 1.02% * 1M = $10,200 per annum. PortfolioPilot Gold pricing is $29/mo * 12mo = $348 per annum. 348/10,200 – 1 = ~97% lower. Actual fees paid to any individual financial advisor will depend on specific financial circumstances and arrangements.
7. The 1.94% referenced figure represents the average calculated monthly continuous tax-loss harvesting gain over a 4-year period from 2018-2021 in the 2024-published JP Morgan report titled "Continuous tax-loss harvesting yields more potential for tax savings" (link).
8. Case studies presented are hypothetical scenarios and intended for illustrative purposes only. They do not represent an actual client, investment or experience, but rather are meant to provide an example of the intended investment process and methodology. An individual's experience may vary based on his or her circumstances. There can be no assurance that the Firm will be able to achieve similar results in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of the Firm's investment advisory services. The information contained herein should not be construed as personal investment advice.
9. The financial advisor described in this marketing language is referring to you, the reader. PortfolioPilot is meant to be an aid to the self-directed investor. See globalpredictions.com/disclosures for descriptions of conflicts of interest, use of AI, bias, and any other disclosures for Global Predictions Inc.