Personalized Recommendations are specific trades for your portfolio, such as buy $3,700 of a bond fund, ranked by how much they would help.
PortfolioPilot finds them with its forecasts and optimizer, explains the problem each one fixes, and shows the tax impact. You decide what to do; recommendations never trade for you. Part of Gold.
Recommendations for a hypothetical demo portfolio. Switch tabs to see them by grade.
Personalized Recommendations for a hypothetical demo portfolio: specific buys ranked by how they help, tagged by the Portfolio Score grade they improve.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
Under Improve, see your ranked recommendations and the hub of tools.
Read the reason and tax impact, add it to a draft, or ignore it.
Ranked trades, plus tools for a specific move.
Each recommendation names the Portfolio Score grade it improves.
Pick what to sell and get a buy, or pick a buy and see what to sell to fund it.
Rankings weigh dividend income, so income-paying securities can rise to the top.
A monthly email with suggested actions for your portfolio.
Add your accounts and see specific trades. Personalized Recommendations are part of Gold.
Get startedShort answers here, with a link to the full help center article where one exists.
PortfolioPilot's forecasts and optimizer rank trades by how much they would help your Portfolio Score.
Yes. Add it to a draft portfolio first. Read more in the Help Center →
Yes. Income is part of the ranking, and you can set a minimum dividend. Read more in the Help Center →
Yes, the Personalized Recommendations tutorial. Read more in the Help Center →
No. They are part of Gold, Platinum and Pro. The Portfolio Optimizer is open on every plan.
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.
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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.
