How do I connect my individual bond portfolio or manually enter individual fixed-income securities?

Currently we don’t support specific fixed-income securities, though there are many ETFs and mutual funds that can serve as proxies for your holdings. Here is a guide to entering this information as a custom security or as a proxy to a security that has been imported but is unknown to PortfolioPilot. We would suggest adding a security with a similar duration (roughly, average maturity) to your holdings. For example, if you hold 5-10 year bonds, you might consider using an intermediate-term ETF with a low expense ratio. We are looking into ways to have connected accounts recognize fixed-income products automatically and for manual-input portfolios to properly input them as well - all updates to the product will be announced to our users via our newsletter.

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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.

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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.

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