How can I accept all recommendations rather than adding each one individually?

Every 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. In addition, we don’t want to just tell you what to invest in - we want you to consider each decision as you go. For many portfolios, you can get a boost with the Portfolio Optimizer we have included in the platform (read more here), but we would also recommend fine-tuning your portfolio within the Recommendations tab as it explores a larger decision space and considers more economic variables.

One feature that users seem to love trying out is the Portfolio Overhaul. It takes a few minutes to run, as it iteratively applies the top recommendation to your draft portfolio and then recalculates, for a total of 10 times. It produces larger changes to your Portfolio Score all at once, and is an interesting way to think about what a more expansive, multi-sell, multi-buy action to your portfolio might result in.

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1: As of July 14, 2024

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1. As of July 14, 2024
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2. As of July 14, 2024
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3. $20B Assets on Platform as of July 14, 2024. 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) and does not in any way represent Asset Under Management as Global Predictions does not manage any client funds.

4. Global Predictions Secures a Winning Spot in Internacional 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% * 1M = $10,200 per annum. PortfolioPilot Gold pricing is $29/mo * 12mo = $348 per annum. 348/10,200 – 1 = ~97% lower. Actual fees paid to any individual financial advisor will depend on specific financial circumstances and arrangements.

7. The 1.94% 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 yields more potential for tax savings" (link).

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