Open Asset Groups and drag any account from one group onto another. Each account belongs to one group at a time. Asset Groups set risk preferences only.
View moreIn Draft Mode the background turns purple so you know you are simulating. Add, remove or resize holdings freely without touching your real accounts.
View moreGo to Settings - Account settings - Security and click Enable next to Two-factor authentication, then follow the prompts to set up your method.
View moreOpen your Portfolio Details page to see dividend data for each investment, including yields and totals across the portfolio.
View moreEmail support@globalpredictions.com to request an API key. Once issued, you can integrate the GP API and its investment data into your applications.
View moreAdd an Inherited IRA like any other IRA in Net Worth and tag it Tax-Advantaged. Model required withdrawals as planned cash flows in the Retirement Planner.
View moreConnected brokerage holdings convert to USD automatically at current rates. Manually entered assets need their value in USD and updated by hand.
View moreModel unvested grants as future income in Retirement planner - Money in & out - Custom payment. For multi-year vesting, add a separate entry per tranche.
View moreFirst enable third-party services in Interactive Brokers under Settings - Account Settings - Reporting - Third-Party Services, then connect it here.
View moreConnect during onboarding, or add accounts any time on the Net Worth page by syncing a brokerage, uploading a statement or entering holdings manually.
View moreRaise your Downside Protection Score by diversifying across assets, sectors and regions, then reviewing regularly as conditions change.
View moreTwo tools lift it fastest: the Investing Advice page for suggested trades, and the Portfolio Optimizer for rebalancing what you already hold.
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