Recommendation preferences set the rules your recommendations follow, such as only ETFs or only funds with a low expense ratio.
In Settings, choose the security types you want, a minimum dividend or fixed income yield, and a maximum fund fee. Recommendations then stay inside those limits. Free to set on every plan.
The settings of a hypothetical demo account. Switch tabs to see each question.
Recommendation preferences of a hypothetical demo account: security types, minimum dividend and risk profile.
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.
Choose Recommendation preferences.
Security types, minimum dividend and maximum fund fee.
New recommendations follow the limits you set.
Three questions in Recommendation preferences.
ETFs, stocks, mutual funds, or any mix.
No restriction, 0.1%, 1% or 2% dividend or fixed income yield.
Leave out funds with an expense ratio above your limit.
Recommendations work at the risk level you chose.
Set your preferences once. They are free to set on every plan.
Get startedShort answers here, with a link to the full help center article where one exists.
Open Settings, then Recommendation preferences. Read more in the Help Center →
See the Help Center. Read more in the Help Center →
Yes. Set a minimum dividend or fixed income %. Read more in the Help Center →
No. They only shape what is suggested.
Yes. You can set them 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.
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.
