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:
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View morePlease contact your custodian (e.g. your bank, brokerage, or other financial institution). PortfolioPilot does not custody any assets, so we cannot help with any withdrawals.
View moreA conversion is generally taxed in the year you convert. In exchange, qualified withdrawals from the Roth later are generally tax-free and not subject to RMDs (subject to rules like the 5-year clock and age requirements). PortfolioPilot lets you model different conversion amounts and timing (e.g., multi-year ladders) to see bracket impact and after-tax outcomes in your plan.
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 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 moreWe map your full picture: accounts, contributions, life events, recurring expenses, and project outcomes in real, after-tax terms. You can test levers like retirement age, savings rates, Roth conversions, and withdrawal order, then see the impact on longevity of your assets and goal coverage. Stress tests help you understand downside scenarios before you commit.
View moreFor private equity, (manually inputted) cash, and other illiquid assets, our platform will create proxy securities and connect them through to indexes in the system to create forecasts, track history, measure exposures, and more.
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