For security reasons, PortfolioPilot has "read-only" access to your accounts, meaning that we can pull in the securities from your brokerage to analyze, but cannot execute trades on your behalf.
View moreYes, you can export your portfolio / securities data to a spreadsheet. Simply visit the Details page and click on ‘Export as spreadsheet’.
View moreYes, PortfolioPilot offers personalized recommendations specifically aimed at enhancing your dividend income. You can set preferences in your investment profile, such as favoring overall growth, steady income, or a balance of both.
View moreUsing the Easy Portfolio Upload tool, you can simply copy the data from your Excel sheet and paste it into PortfolioPilot.
View moreCurrently we only support manual upload of securities based on dollar amounts, though that will likely change going forward when we are able to support both entry methods.
View moreYes, you can integrate multiple real estate investments into your PortfolioPilot assessment. The platform allows you to add specific information about each property, including details about mortgages, location, and rental properties.
View morePortfolioPilot allows you to set risk profiles for a group of portfolios using our Asset Grouping feature.
View moreYes, estate planning is an essential part of managing your finances. After all, you want to make sure your assets are taken care of after you’ve gone.
View moreYes, PortfolioPilot can track your retirement and tax-advantaged accounts.
View moreYes, you can track real estate investments on PortfolioPilot, whether its your primary residence, or a rental property.
View moreNo, PortfolioPilot does not have any discretionary control of your finances and does not store any money.
View moreYes, we offer a two week free trial of both subscriptions and allow you to cancel at any time! After the free trial you will be automatically billed according to your chosen subscription.
View moreTo set different risk preferences for different portfolios, you can use Asset Groups, which allow you to personalize your approach.
View moreYou can use the Portfolio Optimizer, which will re-balance your portfolio without recommending you hold new positions.
View moreYes, PortfolioPilot can try to help you directly save money in two ways. 1) Reducing your fee burden from ETFs and Mutual Funds by recommending similar ETFs with a lower fee. 2)...
View moreYes, PortfolioPilot is equipped to identify anomalies in the market. It uses advanced algorithms and data analysis techniques to detect unusual patterns or behaviors in stock prices, trading volumes, and other financial metrics.
View moreYes, PortfolioPilot can suggest specific stocks or ETFs that match your risk profile. By analyzing your current portfolio and investment goals, PortfolioPilot identifies securities that align with your desired level of risk and potential returns.
View moreYes, a part of our offering is comprehensive net worth tracking. PortfolioPilot allows you to track your entire net worth, including securities, real estate, private equity, cash, crypto, jewelry, etc.
View moreYes, PortfolioPilot can track most options and will automatically be pulled in from connected accounts.
View moreNo, the AI Assistant does not have the capability to make changes to your account.
View moreWe do not have an IOS or Android app, but you can absolutely use all the functionality you love on your phone, in your mobile browser, at www.portfoliopilot.com as you normally would.
View moreYes, we include dividends in historical performance and expected returns, as well as aggregated for your portfolio on the Details page.
View moreYes, user suggestions are crucial for us at PortfolioPilot, and we actively incorporate them into our development process.
View morePortfolioPilot can currently handle USD and CAD for asset values. Unfortunately, we currently do not support other currencies.
View moreGlobal Predictions, the company that makes PortfolioPilot, offers the GP API used by fintech companies and larger institutions.
View moreYes, PortfolioPilot can track margin trades and takes this into account for your overall net worth calculation.
View moreYour portfolio's total expected return is calculated by taking a weighted sum of the expected returns of the underlying securities in your portfolio.
View moreEvery time you accept a recommendation into your draft portfolio, your portfolio changes, and so the next set of recommendations needs to be recalculated in order to provide you the next best set in light of your new holdings and exposures.
View morePortfolioPilot provides you with many avenues to improve your Portfolio Score (our quantitative analysis of your portfolio).
View moreAlthough PortfolioPilot cannot guarantee an improved return, you can visit the Recommendations page to find recommendations that the system thinks may improve your expected returns.
View morePortfolioPilot’s taxes page provides users with continuous tax-loss harvesting throughout the year, recalculated as markets change.
View morePlease contact [email protected] with more details about your issue.
View moreAny changes you make on PortfolioPilot will not impact your ‘real’ portfolio. Our platform has read-only access to your account, thus adding recommendations on PortfolioPilot will not make a trade.
View moreThe first step in improving your portfolio is to sign up for a free account...
View moreTo stay up to date with your portfolio, visit the Track page, which will display your Portfolio Insights Feed. Here, you will find the most relevant information to your current holdings.
View moreAfter connecting your portfolio using a connection partner, you can re-sync your data by visiting the Net Worth page within the Track section of the platform.
View moreYou can track your debt on PortfolioPilot by adding it as “Other assets” -> Student Loan or as an “Other assets” -> Custom security.
View moreYou can unlink your investment account by visiting the Net Worth page. From here, find your connected account and click on the red delete icon.
View moreAfter any changes to your portfolio, including accepting recommendations in a Draft portfolio, we re-compute based on your new portfolio, which results in new, updated recommendations.
View moreUnfortunately, PortfolioPilot does not track commodities. As a workaround, we recommend adding an ETF that tracks the same commodity and has similar historical performance.
View moreIf you want to add options manually or with the manual or AI Portfolio Import tool, you need to use the correct options naming convention as the ticker (https://en.wikipedia.org/wiki/Option_naming_convention).
View moreYou can change your risk profile and other investor preferences by visiting the "Investment Profile" tab in your account settings.
View moreYou can upgrade or downgrade your subscription at any time on the Subscription tab.
View moreTo compare your portfolios, visit the Comparison page. Here you can compare your actual portfolios, draft portfolios, asset groups, and popular indexes like the S&P 500.
View moreStart by visiting the Net Worth page to connect your portfolio. After clicking ‘Connect Account’, you will be prompted to search for your banking institution.
View moreCurrently we don’t support specific fixed-income securities, though there are many ETFs and mutual funds that can serve as proxies for your holdings.
View moreTo delete your account, visit your account settings by clicking this link or navigating to your Settings page.
View moreTo calculate your annual dividend returns on PortfolioPilot, visit your Portfolio Details page to view specific dividend data for your investments.
View moreTo get access to the GP API, please contact our support team at [email protected] to request an API key.
View moreIn order to connect your Interactive Brokers portfolio, you will first need to activate third-party services in your Interactive Brokers account.
View moreAfter signing up for an account, you will be prompted to connect your portfolio during the onboarding.
View moreTo boost your Downside Protection Score (i.e. resilience to tail risk / rare events), you can diversify your investments across different assets, sectors, and regions.
View moreTwo tools you can use to immediately improve your Portfolio Score are the Recommendations page and the Portfolio Optimizer.
View moreTo improve your risk match, look at the Risk Match score to see your alignment between your portfolio's risk with your preferred risk preference.
View moreTo improve your risk-adjusted returns, you can either a) increase your overall portfolio expected returns, or b) reduce your portfolio risk (e.g. diversify your portfolio with high-performing, uncorrelated securities).
View moreTo optimize your Portfolio Score with PortfolioPilot, begin by diversifying your investments across various asset classes and assessing their risk with our Analysis page (there’s three tabs to show a deeper analysis).
View moreFor a detailed walkthrough of how to use the Portfolio Optimizer, see the tutorial here.
View moreTo set your investment goals with PortfolioPilot, start by assessing what you want to achieve financially, your risk tolerance, and your investment timeline.
View morePortfolioPilot will automatically track dividends for each security and take this into account for your net worth and expected returns.
View moreYou can update your portfolio on PortfolioPilot by visiting the net worth page. If you manually entered your data, you can update your portfolio by clicking on the pencil icon.
View moreYou can update your investor preferences by visiting the 'Investment Profile' tab in your account settings.
View morePayment information can be updated through a few simple steps using our payment processor, Stripe.
View moreGlobal Predictions is serious about keeping your data safe with bank-level security. We do not store any bank details or login information and do not have access to change/modify any of your investments - you are always in control.
View morePortfolioPilot handles cryptocurrency investments by tracking over 250 cryptocurrencies and altcoins, incorporating advanced financial metrics into the analysis.
View moreOur portfolio management system simplifies the complicated investing process to help you try to improve performance while easing your stress.
View morePortfolioPilot assists with order execution by providing an optimized list of trades necessary to align your portfolio with recommended strategies.
View morePortfolioPilot visualizes the fees you are paying for your mutual funds, ETFs, Robo-Advisors, and to your human advisor.
View moreCurrently, PortfolioPilot simulates different investment scenarios by analyzing historical data to model various downside scenarios.
View moreFor private equity, (manually inputted) cash, and other illiquid assets, our platform will create proxy securities and connect them through to indexes in the system to create forecasts, track history, measure exposures, and more.
View morePortfolioPilot uses your transaction history and personal income/tax filing status/residency to calculate your year-to-date tax burden.
View moreThe Fund Screener in PortfolioPilot allows you to filter ETFs based on specific attributes such as investment philosophy, degree of diversification, asset class, and whether they are dividend-paying.
View moreThe Stock Screener tool in PortfolioPilot allows you to filter stocks based on specific attributes such as sector, market cap, region, and whether they are dividend-paying.
View moreIt's a good idea to review and potentially update your investment strategy with PortfolioPilot regularly, such as quarterly or whenever significant life events occur that could impact your financial goals or risk tolerance.
View morePortfolioPilot stands out by integrating AI-driven analytics with a comprehensive view of your entire investment portfolio, including stocks, bonds, ETFs, crypto, and more.
View moreIn short, all your portfolio data is recalculated/rebalanced/updated daily.
View morePortfolioPilot software is updated on a weekly basis, ensuring that users have access to the latest features and improvements.
View moreIf you are facing an issue with the platform, we encourage you to contact us at [email protected] or by clicking on the question mark on the top right within the platform.
View moreAbsolutely! Our opinion is that good investing principles don’t depend on age or station in life - they simply need to be aligned with your personal risk tolerance and liquidity needs.
View moreWe welcome your feedback and are always trying to improve PortfolioPilot! Please contact us with your feedback at [email protected] or by clicking the question mark symbol on the top right of the platform.
View moreTo cancel your subscription, please visit the Subscriptions tab in Settings. If you have feedback or are facing issues our support team will be happy to help.
View moreTo contact our (human) support team, please email us at [email protected] or click the question mark symbol on the top right corner of the platform.
View moreCurrently, Global Predictions doesn’t actively manage money. We’ve been focused on building a strong quantitative foundation through data and models, and are applying them to help individuals manage their portfolios.
View moreYes! PortfolioPilot is a versatile tool that tracks over 250 cryptocurrencies and altcoins, making it ideal for investors who want to manage both traditional assets and digital currencies.
View moreYes! PortfolioPilot is both a portfolio tracker and a net worth tracker, and it's free to use. It tracks everything from stocks, ETFs, bonds, and cryptocurrencies to real estate and private equity.
View moreYes, PortfolioPilot prioritizes compliance with SEC regulations and is a Registered Investment Adviser.
View moreYes, PortfolioPilot is designed to cater to both beginner and advanced investors. For beginners, it offers easy-to-understand insights and automated recommendations to help navigate the complexities of investing.
View moreAll payments and associated information is processed through Stripe, the leading industry leader in this space used by millions of companies worldwide. Our system will not store your credit card details.
View moreNo, PortfolioPilot does not offer a dedicated mobile app (yet), but the web application is fully mobile-optimized, allowing users to manage their portfolios effectively from any device.
View moreYes, PortfolioPilot is highly useful for retired individuals looking to manage their retirement funds effectively.
View morePlease contact [email protected] with more details about your issue.
View morePortfolioPilot allows you to use a sandbox environment that we call "Draft portfolios", enabling you to compare changes you're thinking about to your real portfolio.
View moreOur simulations feature demonstrates how your selected portfolio would perform through various economic conditions. The system currently supports three scenarios: Dot-com/Tech Bubble, the Global Financial Crisis, and the Covid-19 Pandemic.
View moreAsset groups allow you to segment your portfolio and customize your management approach to each asset group.
View moreTo learn more about your portfolio’s exposures, visit the Track page. Here, you can view a breakdown of your exposures by country, sector, and holdings.
View moreGold subscribers will receive all the benefits of a free user. Additionally, Gold subscribers will have access to personalized recommendations...
View morePlatinum subscribers will receive all the benefits of a Gold subscription in addition to Fee optimization, AI equity research, and unlimited access to research tools (stock screener, unlimited draft portfolios, 100 queries/day for the AI Assistant).
View moreWhen you connect your investment accounts, we compile an aggregated view of your investments and start looking for patterns and opportunities for diversification aligned with your stated investment objectives.
View moreRisk match in PortfolioPilot refers to the feature that aligns your investment portfolio risk with your personal risk tolerance.
View moreThe market overview feature in PortfolioPilot offers a comprehensive snapshot of the current financial markets. It provides insights into key market indices, sector performances, and trends in global markets.
View moreThe AI Equity Search is a sophisticated tool that allows you to search for stocks by simply describing what you’re looking for in a sentence.
View more