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:
When 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 moreIt 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 moreThe system continuously ingests new macroeconomic and market data. When meaningful changes occur - such as shifts in interest rates, volatility spikes, or structural macro updates - forecasts and portfolio analytics are recalculated accordingly. Markets can move unpredictably, and no system can eliminate uncertainty. The platform is designed to adapt analysis as conditions evolve.
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 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 moreGlobal Predictions’ goal is to help all investors protect & grow their wealth by make better investing decisions.
View moreTo find out more about your portfolio’s expected return, visit the Details page.
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 moreThe Downside Protection feature in PortfolioPilot assesses various risks and diversification factors within your portfolio to minimize potential losses.
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