Investment Advisory Services: 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 be relied upon as individualized investment, 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, general in nature, and not tailored to the investment needs or objectives 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, or as an offer to provide advisory services in any jurisdiction in which Global Predictions is not registered or licensed to provide such services. Any examples, case studies, or simulations provided are hypothetical in nature and are included for illustrative purposes only. They do not represent actual results and should not be viewed as guarantees of future performance. Individual outcomes will vary based on personal circumstances, market conditions, and other unpredictable factors. 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. Global Predictions does not provide legal, tax, or accounting advice. Any information provided by Global Predictions on tax matters was not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer.
Forward-Looking Statements: 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. Any return, inflation, or withdrawal rate assumptions used in simulations are not forecasts and are presented solely for illustrative modeling purposes. Global Predictions, its affiliates and its employees may hold positions in securities mentioned in such forward-looking statements.
AI and Machine Learning: 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. Certain blog content and modeling tools may incorporate output generated using AI systems.
1. As of February 20, 2025
2. As of February 20, 2025
3. $30B Assets on Platform as of February 20, 2025. 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) but does not include any assets 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 AUM, paying an "average wealth manager fee" of 1.02% based on a 2023 study by AdvisoryHQ. 1.02% * M = $10,200 per annum. PortfolioPilot Annual Gold pricing is $20/mo * 12mo = $240 per annum. 240/10,200 = 1 = ~98% lower. Actual fees paid to any individual financial advisor will depend on specific financial circumstances and arrangements.
Tax Loss Harvesting: The 1.64% 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 and more potential for tax savings" (fig.).
Case Studies: 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 case study or hypothetical scenario should be interpreted as a promise of future performance or a testimonial of advisory services. No portion of this content may be interpreted as a testimonial or endorsement of the Firm's investment advisory services and it should not be construed as such. Prospective advisory clients should not base their decision to engage the advisor on this hypothetical information.
Investment Advisor: 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 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 required by Global Predictions Inc.
DATA SOURCES: Market data, asset class information, sector analysis, and other financial information displayed on this website are sourced from StockNewsAPI, Morningstar, AlphaVantage, Polygon, IEX, FRED, FactSet, and/or TradingEconomics. We make every effort to ensure data accuracy but cannot guarantee that all information is complete, accurate, or timely.
Performance Data: $1M number calculated as 2024 YTD TLH savings study conducted across 24,000 PortfolioPilot users on November 18, 2024.