Why are my imported values incorrect?

We don’t have direct access to your brokerage accounts; rather, we rely on various industry-standard connection partners (Plaid, Yodlee, Snaptrade) to serve up your account holdings for analysis. Unfortunately, sometimes there are mapping mistakes.

To resolve these issues, we recommend you take these steps:

Remove your portfolio from the net worth page and connect your account again.
Try another connection partner. Some brokerages are listed under multiple connection partner and we display them in order of most likely to succeed. You might have better luck with another partner.
Use our Manual input or AI Portfolio upload option. NOTE: this will require you to manually re-sync your holdings when you change them in your brokerage account.

You can sever the link with your connection partner and turn your previously connected portfolio into a manual portfolio. From here, you can make the required changes to correct your PortfolioPilot holdings.

Alternatively, you can copy & paste your holdings data into our AI Portfolio upload, which will parse your portfolio and import it automatically. It's very easy and typically takes less than a minute.

Finally, please contact us at [email protected] if something is wrong and include as much information as possible (namely, what values are incorrect and what they should be). We will create a ticket with the connection partner to get a resolution, and once they fix the underlying issue it should also be fixed for any other service that you also use them to connect with.

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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.

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