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:
Any changes you make on PortfolioPilot will not impact your ‘real’ portfolio. Our platform has read-only access to your account, thus adding recommendations on PortfolioPilot will not make a trade.
View moreThe first step in improving your portfolio is to sign up for a free account...
View moreTo stay up to date with your portfolio, visit the Track page, which will display your Portfolio Insights Feed. Here, you will find the most relevant information to your current holdings.
View moreAfter connecting your portfolio using a connection partner, you can re-sync your data by visiting the Net Worth page within the Track section of the platform.
View moreYou can unlink your investment account by visiting the Net Worth page. From here, find your connected account and click on the red delete icon.
View moreGlobal Predictions is serious about keeping your data safe with bank-level security. We do not store any bank details or login information and do not have access to change/modify any of your investments - you are always in control.
View morePortfolioPilot handles cryptocurrency investments by tracking over 250 cryptocurrencies and altcoins, incorporating advanced financial metrics into the analysis.
View moreTaxes are factored into the system at many levels - not as an afterthought. The platform shows the estimated tax impact of any proposed or modeled trades, identifies tax-loss harvesting opportunities on a lot-by-lot basis, models tax-efficient withdrawal distributions, considers the tax status of different retirement accounts, and provides YTD tracking of transactions and realized gains/losses.
View moreOur portfolio management system simplifies the complicated investing process to help you try to improve performance while easing your stress.
View morePortfolioPilot assists with order execution by providing an optimized list of trades necessary to align your portfolio with recommended strategies.
View morePortfolioPilot visualizes the fees you are paying for your mutual funds, ETFs, Robo-Advisors, and to your human advisor.
View moreCurrently, PortfolioPilot simulates different investment scenarios by analyzing historical data to model various downside scenarios.
View more