INVESTMENT ADVICE

Thousands of Portfolio Optimizations for
Self-Directed Investors

PortfolioPilot automatically scans your net worth and searches through a vast universe of potential optimizations to improve your financial health.

Risk-adjusted returns
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Dividends
Taxes
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PortfolioPilot personalized recommendations dashboard displaying investment suggestions to help improve portfolio scores, expected returns, and dividend returns. Includes details on risk-adjusted returns, downside protection, and suggestions for where to invest the next $1,000.
AS SEEN ON

Get CompleteFinancial Advice9

PortfolioPilot is an AI-Powered financial advisor that understands you. Whether you’re looking to build a reliable financial future or just want to make smarter decisions, PortfolioPilot guides you without human bias, hidden fees or difficult conversations.

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14-Days Free Trial

Optimize Your Portfolio in Less Than 5 Minutes

PortfolioPilot is easy to use. In just a few minutes, you’ll have your first recommendations generated specifically for your portfolio.

STEP 1

Tell Us About Yourself

Personalize the advice by answering some onboarding questions.

STEP 2

Import Your Investment Portfolio

Copy/paste your investments or securely connect to over 12,000 brokerages with bank-level security.

STEP 2

Import Your Investment Portfolio

Copy/paste your investments or securely connect to over 12,000 brokerages with bank-level security.

STEP 3

Get Complete Financial Advice9

In minutes, get a set of actionable, specific recommendations on how to optimize your portfolio.

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Choose PortfolioPilot Instead of a Human Financial Advisor

Analysis in December 13, 2024 using publicly released reports and statistics from credible sources, comparing PortfolioPilot and SEC Registered Investment Advisors.10

Human Financial Advisor
Fiduciary responsibilityYesYes
Personalized adviceYesSometimes
Daily Portfolio UpdatesYesUsually quarterly
Real-Time Macroeconomic MonitoringYesNewsletter or update Calls
Constant AccessibilityYesPeriodic Calls / meetings
No Hidden CostsYesSometimes
Commission-FreeYesSometimes
Human BiasNoYes
Price$20/month$203/month⁵
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A Technological Background

PortfolioPilot uses hybrid-AI models, combining artificial intelligence and hedge fund-inspired models, to deliver complete and accessible financial advice for you.

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PortfolioPilot Helps Over 22,000 Individuals Optimize Their Investments

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Explore More of PortfolioPilot’s Features

One platform, so much to offer – explore everything we offer to make your financial journey simpler and more effective:

Investment Advice

Get personalized, actionable recommendations to improve your portfolio performance.

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Scenario Modeling

Simulate financial scenarios and prepare for future challenges.

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Estate Planning

Plan, organize, and secure your legacy.

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Portfolio Tracking

Easily Track and Manage your entire portfolio.

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Tax Optimization

Learn more about personalized recommendations for tax-loss harvesting.

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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 Annual Gold pricing is $20/mo * 12mo = $240 per annum. 240/10,200 – 1 = ~98% 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.
10. This analysis is based on data from publicly available reports, academic studies, and articles. Sources include Mullainathan et al. (2012): Study highlighting biases in financial advice and its misalignment with client interests; Morningstar (2024): Report on typical update frequencies from financial advisors; Bodnaruk and Simonov (2014): Research on the limited impact of financial expertise on investment outcomes; Financhill: Insights on hidden fees in financial advising, including expense ratios and transaction costs, as noted by Warren Buffett; Foerster et al. (2014): Study on the costs of financial advice, including average AUM fees of 2.43%.
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