A portfolio assessment is a short written review of your whole portfolio: what is working, what is not, and how it compares.
PortfolioPilot writes it from your Portfolio Score, retirement plan, cash, fees and expected return, with links to the page behind each point. Included in the Free plan.
The assessment of a hypothetical demo portfolio. Switch sections to read it.
The written portfolio assessment of a hypothetical demo portfolio: Portfolio Score 716 out of 1000, 64% retirement readiness, what is going well, opportunities and how it compares.
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.
It appears as a banner after you add your accounts.
Each point links to the page with the detail, from fees to downside protection.
Four parts, each tied to a number in your account.
Your score out of 1000 and the grade that holds it back most.
Your chance of success from the retirement planner.
Idle cash, concentration and diversification gaps, in dollars where possible.
Expected return and fees next to other PortfolioPilot users.
To act on what the assessment finds, Personalized Recommendations suggest specific trades and show how each one would change your Portfolio Score. Part of Gold.
Add your accounts and read your assessment. Included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
A written review of your portfolio from your scores, plan, cash and fees.
Yes. It is included in the Free plan.
Your Portfolio Score, the retirement planner, the fee analyzer and PortfolioPilot's expected returns.
Follow the links in each point, or use Personalized Recommendations on Gold. Read more in the Help Center →
No. It is a review. Nothing is traded or changed.
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.
