An asset allocation breakdown shows how your money is split across asset classes, such as US stocks, international stocks, bonds and cash.
PortfolioPilot classifies every holding across all your accounts, including the funds you own, and shows the share of each asset class on Track. Included in the Free plan.
This is the demo portfolio. Switch to Largest holdings to see what drives the mix.
Interactive asset class breakdown of a hypothetical demo portfolio, with a second view of its largest holdings by weight.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
The Asset classes card on Track shows a chart and a table.
Look-through analysis opens your funds to show the stocks, sectors and countries inside.
The mix explains most of how a portfolio behaves.
Funds are split into their asset classes, so a balanced fund counts as both stocks and bonds.
Risk Match compares how much the portfolio moves with the risk level you chose.
Look-through analysis shows the companies, sectors and countries inside them.
Test a new mix in a draft portfolio before you trade.
Add your accounts and see your mix by asset class. Included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
Stocks, ETFs, funds, bonds, options, crypto, real estate, private equity and cash. Read more in the Help Center →
On Track, in the Asset classes card, as a chart and a table.
Yes. Every connected or added account is included.
This shows asset classes. Look-through opens each fund to show the stocks, sectors and countries inside.
Yes. It is included in the Free plan.
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.
