A Portfolio Overhaul combines your top recommendations into one plan instead of looking at them one at a time.
Launch the 10-cycle analysis and PortfolioPilot applies its top recommendations in turn, then shows the plan with the Portfolio Score and expected return before and after. Part of Gold.
An illustrative result for a hypothetical portfolio. Switch between current and overhaul weights.
Illustrative Portfolio Overhaul result: current and combined-plan weights with the Portfolio Score and expected return of each.
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.
In the Recommendations hub, open Apply the top 10 moves as one plan and choose Launch 10-cycle analysis.
Compare weights, score and expected return, then save it as a draft.
One plan instead of a list.
Each cycle starts from the portfolio the last one left.
See the combined effect on the Portfolio Score and expected return.
Save the plan as a draft and study it before you trade.
The Portfolio Optimizer only reweights what you hold, on every plan.
Specific trades ranked by how they help your portfolio.
Reweight what you already hold for a better score.
What to buy with the cash you add next.
Choose which securities you want suggested.
Add your accounts and launch the analysis. The Portfolio Overhaul is part of Gold.
Get startedShort answers here, with a link to the full help center article where one exists.
Your top recommendations combined over 10 cycles into one plan.
It runs in the background and can take a while. You can leave the page.
No. It shows a plan; you decide what to do.
No. It is part of Gold, Platinum and Pro.
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.
