PortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:
It gives you a guided checklist to get the basics done: make sure you’ve got a will, document medical wishes (living will/advance directive), and update beneficiaries.
View moreLive syncing stops immediately. Your data stays under your control; you can keep manually maintained portfolios or request deletion of personal information if you want a clean slate.
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 moreGlobal Predictions’ goal is to help all investors protect & grow their wealth by make better investing decisions.
View morePortfolioPilot, powered by Global Predictions technology, is an AI Financial Adviser that provides investors with hedge fund inspired insights to improve your portfolio and net worth.
View moreFee optimization with PortfolioPilot focuses on reducing the expense ratios of mutual funds and ETFs, as well as other administrative costs associated with your investments.
View moreTo find out more about your portfolio’s expected return, visit the Details page.
View moreThe Downside Protection feature in PortfolioPilot assesses various risks and diversification factors within your portfolio to minimize potential losses.
View moreThe Portfolio Optimizer re-weights the investments in your portfolio to maximize your expected risk-adjusted return (calculated by the Sharpe Ratio) while matching your inputted risk preference.
View moreThe Portfolio Score is PortfolioPilot's proprietary method of objectively calculating how good a given portfolio is. We find it extremely useful as a "North Star" to guide your investment process and the system uses it to globally optimize your portfolio.
View moreThe scores go from 0 to 1000. However, like a credit score, it is not actually reasonable to expect that you should get to 1000 every time you update your portfolio - very hard to get there in fact. Getting to a score above 800 is considered "Very good" and means that you have a great diversified, high risk-adjusted return portfolio according to PortfolioPilot's evaluation criteria.
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