AI Financial Advisor Help Center

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Tutorials

July 14, 2026

Tutorial: Personalized Recommendations

We think Personalized Recommendations are the most useful part of the entire PortfolioPilot product. Here's how it all works.

July 7, 2026

Tutorial: AI Assistant

Tutorial: how to use the PortfolioPilot AI Assistant to ask about your portfolio, research securities, and learn the product hands-on.

Videos

Watch the full playlist
AI Advisor vs Human Advisor: Which Fits Self-Directed Investors?
Build Personal Financial Intelligence with AI
AI Financial Advisor Explained in 45 Seconds
Adding my portfolio the easy way using statement upload
How to add proxy securities in PortfolioPilot
How to add custom securities in PortfolioPilot
How to quickly add securities all at once in PortfolioPilot
How to use Asset Groups in PortfolioPilot | Organize and customize your investment strategy
Personalized Recommendations Tutorial
Watch the full playlist

FAQs

What's the difference between PortfolioPilot's AI and a robo-advisor?

What happens if I disconnect my linked accounts?

Can the AI financial advisor help with tax or retirement decisions?

How secure is my data with the AI financial advisor?

How often are recommendations updated?

Can I override or ignore recommendations from the AI?

What data does the AI financial advisor use?

How does the AI financial advisor generate personalized recommendations?

How do I accept multiple recommendations at once?

I have feedback about PortfolioPilot.

Can the AI Assistant make changes to my account on PortfolioPilot?

What are my portfolio's exposures?

How do I add commodities to PortfolioPilot?

Can I import my portfolio from an Excel sheet?

Can I transfer money into or out of my PortfolioPilot account?

What are PortfolioPilot simulations?

What is PortfolioPilot?

How can I accept all recommendations rather than adding each one individually?

What does PortfolioPilot do with my data?

Can I get recommendations specifically to improve my dividend income?

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?

Can PortfolioPilot identify anomalies in the market?

What is AI Equity Research and how do I use it?

How frequently should I update my investment strategy with PortfolioPilot?

How does PortfolioPilot simulate different investment scenarios?

What kind of recommendations does PortfolioPilot provide?

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 does PortfolioPilot know how much I am paying in fees?

Does PortfolioPilot have an API?

How optimized is your portfolio?

PortfolioPilot is used by over 50,000 individuals in the US & Canada to analyze their portfolios of over $40 billion1. Discover your portfolio score now:

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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 May 26, 2026
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2. As of May 26, 2026
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3. $40B+ Assets on Platform as of May 26, 2026. 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.
4. Global Predictions Secures a Winning Spot in International M6 Financial Forecasting Competition
5. Comparison made to an individual with $1M in assets, paying an "average wealth manager fee" of 1.04% based on publicly available McKinsey / PriceMetrix industry data. 1.04% * 1M = $10,400 per annum. PortfolioPilot Annual Gold pricing is $20/mo * 12mo = $240 per annum. 240/10,400 – 1 = ~98% lower. Actual fees paid to any individual financial advisor will depend on specific financial circumstances and arrangements.
6. 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).

7. 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.
8. 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. "Complete financial advice" refers to the fact that PortfolioPilot includes tools for estate planning, tax optimization, net worth visualization, and scenario modeling, not just investment recommendations. See globalpredictions.com/disclosures for descriptions of conflicts of interest, use of AI, bias, and any other disclosures for Global Predictions Inc.
9. This analysis is based on data from publicly available reports, academic studies, and articles. Sources include Mullainathan et al. (2012): Study highlighting biases in financial advice and its misalignment with client interests; Morningstar (2024): Report on typical update frequencies from financial advisors; Bodnaruk and Simonov (2014): Research on the limited impact of financial expertise on investment outcomes; Financhill: Insights on hidden fees in financial advising, including expense ratios and transaction costs, as noted by Warren Buffett; Foerster et al. (2014): Study on the costs of financial advice, including average percentage-of-assets fees of 2.43%.
10. $93M number calculated as 2025 YTD TLH savings study conducted across 24,115 PortfolioPilot users on November 14, 2025.
11. Based on assumptions and projections that may not reflect actual outcomes.
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