NET WORTH DASHBOARD

Finally Take Control of Your Finances

Track all your assets in one place for free - no hidden costs and no credit card needed.

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PortfolioPilot dashboard displaying portfolio score, net worth, risk-adjusted return analysis, asset class distribution, historical performance chart, and connected accounts from Robinhood, Betterment, and Coinbase.
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Automated Tracking of Your Entire Portfolio for FREE

With bank-level security connections, stay ahead of any movement in your wealth.

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No credit card required

Connect with Banks & Brokerages

Secure connectivity to over 12,000 Banks, Brokerages, and Investment Accounts.

Easily Track Your Stocks

Connect your accounts and easily track all your stocks, ETFs, or Mutual Funds around the world.

Track Your Crypto Assets, Including DeFi, NFTs, and Memecoins

Get the latest balances from your crypto wallets and exchanges without feeling overwhelmed.

Track Your Crypto Assets, Including DeFi, NFTs, and Memecoins

Get the latest balances from your crypto wallets and exchanges without feeling overwhelmed.

Track all Your Asset Updates in one Place

Follow your home, autos, metals, domains and more asset values.

Ready to Improve Your Portfolio?

Get a complete Portfolio Score and financial report card.

Match your Risk to your Objectives

How closely your current risk (volatility) matches your risk preference.

Optimize your Risk-Adjusted Return

Your expected performance over portfolio risk calculated as the Sharpe Ratio.

Improve your Downside Protection

How well protected your portfolio is against the chance of loss occurring in rare events.

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No credit card required

Why Is Our Net Worth Dashboard Completely Free?

Sounds too good to be true… in reality our company makes money from our personal AI financial adviser.

You can use our fully-featured Net Worth Dashboard for free, with no credit card required, and we hope that at some point you trial our premium tiers and take advantage of our personalized financial advice as well.

It’s a business model that works for us, and allows us to offer high quality portfolio tracking and portfolio assessment for free to tens of thousands of users.

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Compare Before Choosing PortfolioPilot

Comparison made using public information on October 17, 2024, for popular trackers at the lowest pricing level where you can connect accounts and not be restricted by number of holdings

PortfolioPilot LogoKubera LogoYahoo Finance LogoMorningStar LogoSharesight Logo
Cost (per year)Free$199Free$249$216
Portfolio Report Card & Scoring
Basic Analytics
Modern Interface
Advanced Analytics
Scenario Modeling
Stock and Funds Screeners
Personalized Insights
Bank-Level Security
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Over 30,000 Individuals use PortfolioPilot to track their total Net Worth

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Discover real-life HORROR stories about Net Worth Tracking

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Net Worth Dashboard Videos

Watch how PortfolioPilot's advanced analytics help you visualize risk, optimize allocations, back-test strategies, and identify fee-saving opportunities—all in one comprehensive platform.

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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:

Net Worth Dashboard

Easily Track and Manage your entire portfolio.

You are here

Retirement Planner

Simulate financial scenarios and prepare for your future.

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AI Investing Advice

Get personalized, actionable recommendations to improve your portfolio performance.

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Estate Planning

Plan, organize, and secure your legacy.

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Continous Tax Optimization

Learn more about personalized recommendations for tax-loss harvesting.

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Portfolio Management

Hedge fund-inspired portfolio management tools - powered by AI.

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Net Worth Tracking Help Center

If you need help or have a question that isn't listed below, check out our Net Worth Tracking Help Center or send us an email.

Featured Tutorial: Portfolio Score

Learn how to use the Portfolio Score and Analysis page to help try to better your portfolio. Happy investing!

View Tutorial

Can I document my executor and key contacts in PortfolioPilot?

Yes, the Estate Planning checklist prompts you to pick an executor and track it alongside core items like your will and beneficiary updates, so the essentials live in one place.

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Does it cover medical directives?

Yes, the checklist includes a living will (advance health care directive) so your treatment wishes are documented if you’re ever incapacitated.

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Can PortfolioPilot help me update beneficiaries across my accounts?

Yes, there’s a dedicated task for “Designated beneficiaries,” with a reminder option for you to update names on retirement plans, life insurance, and bank accounts so assets transfer as intended.

Read more
Visit the full Help Center

Try for free right now

You can get started right now with our 10-day free trial. Get a free financial assessment, and get personalized suggestions in minutes:

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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 February 20, 2025
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2. As of February 20, 2025
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3. $30B Assets on Platform as of February 20, 2025. 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%.
11. $11M number calculated as 2024 YTD TLH savings study conducted across 24,000 PortfolioPilot users on November 18, 2024.
12. Based on assumptions and projections that may not reflect actual outcomes.
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