Get an AI-powered financial tune-up
We've systematized wealth management best practices from investing to taxes and retirement planning. Tell us a little about yourself to get started with real fiduciary financial advice.
Continuous Tax Optimization
JP Morgan calculates an additional 1.94% yearly return using monthly continuous tax optimization.7,8
Net Worth Tracking
Visualize all your assets in one platform
Aggregate your net worth and visualize your entire portfolio allocation in a single view, e.g. brokerage accounts, 401Ks, IRAs, crypto, cash, student loans, real estate, private equity, precious metals, and more
Secure connections with 12,000+ banks
Keep your business account and all your finance needs safely organized under one roof. Manage your portfolio quickly, easily & efficiently.
Secure connections with 12,000+ banks
Keep your business account and all your finance needs safely organized under one roof. Manage your portfolio quickly, easily & efficiently.
Rely on hedge fund inspired technology
Rely on hedge fund inspired technology
PortfolioPilot is powered by Global Predictions’ technology.
Click here to read more about our engine
Graph
ENGINE
Investment Advice
Personalized investment advice with your goals in mind
Optimizing your portfolio is a time consuming job. We'll do the heavy lifting for you and provide specific recommendations.
Used by more than 22,000 individuals
We're used by thousands of individuals in the US & Canada, who rely on PortfolioPilot to analyze their portfolios of over $20 billion2,3 in total assets.
Estate Planning & Scenario Modeling
Professional tools now available in an easy-to-use form
Make better investing decisions
Get free 1-min assessmentAdvanced scenario modelling
Test potential outcomes for your investment strategies, and see how different decisions could impact your portfolio over time.
Measure your portfolio strength
Our proprietary engine is a complex multi-layered system which provides portfolio-specific scoring based on your allocation and recommendations influenced by economic models.
Get a free financial assessment →
Identify risks and problem areas
PortfolioPilot monitors the economy and notifies you when risks come up in your portfolio.
AI portfolio assessment that analyzes critical factors
Let our AI wealth manager automatically review your asset allocation, and get investment recommendations based on your specific asset allocation.
Sign up for free →
Estate planning to protect your assets today and tomorrow
Our 360° portfolio management platform can help you make better investment decisions by automatically recommending adjustments on your portfolio to hedge against risks or capture opportunities.
Pricing
97% less than an average financial advisor fee5
PortfolioPilot Free
- Net Worth Tracking. Visualize your asset allocation in a single dashboard.
- Portfolio Analysis. Discover risks and opportunities based on your portfolio.
- Scenario Modeling. Monte Carlo simulations of the past and future.
PortfolioPilot Gold
- Personalized Recommendations. Actionable recommendations based on your portfolio.
- Tax Impact & Continuous Tax-loss Harvesting.
- AI Assistant. Ask questions about your portfolio or anything investing related.
- Fee Visualization. See the fees you pay in one place.
Frequently asked questions
If you need help or have a question that isn't listed below, check out our Help Center or send us an email.
Is PortfolioPilot registered with the SEC with fiduciary responsibility?
What is Global Predictions?
How much does PortfolioPilot cost?
How does PortfolioPilot use AI?
Does PortfolioPilot manage money?
How does PortfolioPilot keep my data secure?
How does PortfolioPilot work?
Try for free right now
You can get started right now with our 14-day free trial. Get a free financial assessment, and get personalized suggestions in minutes:
Sign up for free
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.
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.
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.