May 6, 2024

Tutorial: Draft Portfolio

Note: Specific investments described herein do not represent all investment decisions made by Global Predictions. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.

Here is a short tutorial on how to use the Draft Portfolio feature, happy investing!

Why use Drafts?

We built the Draft Portfolio feature so that you could easily and safely:

Have a sandbox environment to build a better portfolio
Experiment with different ways to invest your money (e.g. online opinions, changes in markets)
Accept PortfolioPilot recommendations and run the Portfolio Optimizer
Compare various portfolio strategies
Create an Order Execution List (list of trades to make in order to get to the new Draft Portfolio)

Creating a Draft Portfolio (using Copy)

The simplest way to create a Draft Portfolio is to use the Quick Actions icon bar and press "Copy" from your Net Worth Portfolio or another Asset Group. It will ask you to name the new Draft Portfolio, putting you in Draft Mode, a sandbox environment where you can make any changes to your portfolio.

Press the "Copy" icon in the Quick Actions bar

Choose a name for your new Draft Portfolio

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Draft mode, a sandbox environment for you to try out new portfolio configurations

Tip: When the background is purple you are in Draft Mode!

Creating a Draft Portfolio (from Recommendations)

Another way to create a Draft Portfolio is directly from the Recommendations page. As you see Recommendations that you're thinking about applying to your own portfolio, you can simply click "Add to Draft". A pop-up will appear asking you to create a new Draft Portfolio or add the recommendation to an existing Draft Portfolio. After switching into Draft Mode, you can add any number of recommendations, run the Portfolio Optimizer, or add/remove your own securities.

Click "Remove from draft" on the Recommendations page

Choose an existing Draft Portfolio or create a new one

Remove the selected security from your new Draft Portfolio

Tip: you can create an unlimited amount of Draft Portfolios, reset your Draft Portfolio back to your current portfolio, or edit your Draft Portfolio anytime!

Draft Portfolio Management

You can see and edit all your draft portfolios in the Draft portfolios page, found from the Net Worth page.

Order Execution List

Once you are happy with your new Draft Portfolio and are ready to make some trades, use the Order Execution List tool. Click on the "Get order" icon in the Quick Actions bar. The tool compares your current portfolio to your Draft Portfolio and pulls together a convenient list of trades to execute. Use the links to your brokerages to make your trades, or send the list to your email to execute when markets open tomorrow.

The Order Execution List is a list of all trades to make to bring your portfolio up to date with your selected Draft Portfolio

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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.

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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.

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