July 1, 2024

Tutorial: AI Assistant

Note: Specific investments described herein do not represent investment decisions made by Global Predictions. Specific securities or forecasts referenced or displayed in graphics provided herein are for illustrative purposes only. Though care is taken by Global Predictions to validate these systems, they carry risks along the lines of misspecification, inaccurate information, conflicts of interest, and others that users should be aware of. This feature is provided as a convenience and all outputs should be validated either elsewhere in the platform (where the same API calls are used), in the referenced articles, or via 3rd party sources in the case of general knowledge, before making any investment decisions. Read more about the Use of Artificial Intelligence here.

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If you're eager to optimize your investment strategy and make the most of your PortfolioPilot experience, this tutorial will show you how to use one of our core AI Features. Using PortfolioPilot's AI Assistant, you can access portfolio insights, ask specific security questions as part of your research, answer investing questions, and learn more about using PortfolioPilot all from one place.

Note that the AI Assistant is only available to Gold or Platinum subscribers (both available with a 2-week free trial).

Getting Started with the AI Assistant

Access the AI Assistant:

Find the AI Assistant tab at the top of the PortfolioPilot page.
Begin by reviewing the [important disclosures], focusing on the Accuracy of Information and Use of AI sections.

Interaction:

Type in the question that you’d like answered and hit submit, that’s it!

Note: because we use large-language models combined with our own database, calculations, and APIs, you can use normal language to chat with the AI Assistant, and expect timely market information, pre-processed data, and insights including your own portfolio context and preferences.

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Example Use Cases: Getting the Most out of the AI Assistant

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Portfolio Analysis

Check Your Portfolio Score:

“What is my Portfolio Score?”
“What is the worst part of my Portfolio Score?”

Receive Personalized Recommendations:

“Can I get some recommendations to improve my portfolio?”
“Where should I put my next $1,000 to invest?”

Get Summary Stats:

“Total expected returns?”
“What about my yearly dividend returns?”

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Enhancing Investment Knowledge

Ask for Educational Content:

“Explain dollar-cost averaging.”
“Explain to me like I’m 5 the concept of dividends.”

Follow Up on Specific Recommendations:

“What do you mean by TIPS?”

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Do research

Research Specific Securities:

“Show me the latest news for Tesla.”
“What is the beta of WMT?”
“Price of VOO?”

Search Through Categories:

“What are the top 5 highest expected returning energy stocks?”
“What are some low-cost gold ETFs?”

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Product-specific Questions

PortfolioPilot:

“How do I connect a new account?”
“Where can I update my risk profile?”

Underlying Technology:

“What data does Global Predictions use?”
“How are the models built?“

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How optimized is your portfolio?

PortfolioPilot is used by over 22,000 individuals in the US & Canada to analyze their portfolios of over $20 billion¹. Discover your portfolio score now:

1: As of July 14, 2024

Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning.

1. As of July 14, 2024
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2. As of July 14, 2024
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3. $20B Assets on Platform as of July 14, 2024. Aggregated across all plans (including the free plan). Assets on Platform represent the total value of connected and manually inputted accounts (including assets like real estate and private equity) and does not in any way represent Asset Under Management as Global Predictions does not manage any client funds.

4. Global Predictions Secures a Winning Spot in Internacional M6 Financial Forecasting Competition

5. Comparison made to an individual with $1M AUM, paying an "average wealth manager fee" of 1.02% based on a 2023 study by AdvisoryHQ. 1.02% * 1M = $10,200 per annum. PortfolioPilot Gold pricing is $29/mo * 12mo = $348 per annum. 348/10,200 – 1 = ~97% lower. Actual fees paid to any individual financial advisor will depend on specific financial circumstances and arrangements.

7. The 1.94% referenced figure represents the average calculated monthly continuous tax-loss harvesting gain over a 4-year period from 2018-2021 in the 2024-published JP Morgan report titled "Continuous tax-loss harvesting yields more potential for tax savings" (link).

8. Case studies presented are hypothetical scenarios and intended for illustrative purposes only. They do not represent an actual client, investment or experience, but rather are meant to provide an example of the intended investment process and methodology. An individual's experience may vary based on his or her circumstances. There can be no assurance that the Firm will be able to achieve similar results in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of the Firm's investment advisory services. The information contained herein should not be construed as personal investment advice.

9. The financial advisor described in this marketing language is referring to you, the reader. PortfolioPilot is meant to be an aid to the self-directed investor. "Complete financial advice" refers to the fact that PortfolioPilot includes estate planning, tax optimization, net worth visualization, and scenario modeling, not just investment recommendations. See globalpredictions.com/disclosures for descriptions of conflicts of interest, use of AI, bias, and any other disclosures for Global Predictions Inc.