PORTFOLIO MANAGEMENT

Advanced Portfolio Analysis & Optimization Tools

Hedge fund-inspired portfolio management tools including back-testing, efficient frontier analysis, Sharpe ratio calculations, fee optimization, tax-loss harvesting, and risk breakdowns—all powered by AI.

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PortfolioPilot scenario modeling dashboard showcasing retirement planning tools. Features include scenario settings for age, life expectancy, and retirement income, alongside market event simulations like the Global Financial Crisis and COVID-19, with outcome projections for expected and poor scenarios.
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Portfolio Optimizer & Efficient Frontier

Visualize optimal asset allocations and maximize risk-adjusted returns with modern portfolio theory

Back-Testing & Scenario Analysis

Test your portfolio against historical data and stress-test different market scenarios

Fee & Tax Optimization Analysis

Identify hidden fees, compare expense ratios, and discover tax-loss harvesting opportunities

Risk Analytics & Performance Metrics

Sharpe ratios, downside protection, macro exposure, and comprehensive risk breakdowns

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See Our Portfolio Analysis Tools in Action

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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Analyze Your Portfolio in Less Than 5 Minutes

Get real-time access to advanced portfolio analytics tools. Back-test strategies, visualize efficient frontiers, calculate Sharpe ratios, and identify optimization opportunities—all powered by AI.

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

Set Your Monthly Contributions and Budget

What if you retire earlier or save a little bit less? Play with the numbers to find your ideal plan based on the rate of success

STEP 3

Get a Full Portfolio Assessment

Instantly view your portfolio's risk metrics, optimization opportunities, fee analysis, tax-loss harvesting potential, and performance comparisons against benchmarks.

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A Powerful Alternative to Personal Capital and Portfolio Visualizer

Over 30,000 investors use PortfolioPilot's advanced portfolio management tools to analyze risk, optimize allocations, back-test strategies, and compare performance. Get all the analytical power of Portfolio Visualizer and the comprehensive tracking of Empower (formerly Personal Capital), enhanced with AI-driven insights and modern UX.

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Portfolio Analysis Tools & Guides

Explore our comprehensive library of portfolio management tools and educational content covering efficient frontier optimization, Sharpe ratio analysis, fee comparison, tax optimization, and more.

The Hidden Flaw in Risk-Adjusted Returns: Why Sharpe Ratio Fails in Real-World Investing

The Sharpe Ratio hides real-world risks like market crashes and liquidity - don’t rely on it alone to judge your...

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Why IUL Might Be a Bad Investment: Key Risks Explained

IULs cap your returns, pile on high fees, and add complexity that drains your savings. Over time, missed gains and costs can make them far less…

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Modern Portfolio Theory in practice

Modern Portfolio Theory helps you maximize returns for a given level of risk by diversifying wisely. The efficient frontier shows the best possible…

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Discover real-life HORROR stories about Portfolio Management

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Discover real-life HORROR stories about Retirement Planning

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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:

Portfolio Management

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

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Net Worth Dashboard

Easily Track and Manage your entire portfolio.

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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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Retirement Planner

Simulate financial scenarios and prepare for your future.

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Portfolio Management Help Center

Learn how to use PortfolioPilot's portfolio analysis tools including back-testing, efficient frontier optimization, Sharpe ratio calculations, and fee analysis.

Featured Tutorial: Managing Portfolios

This tutorial covers how to add net worth components, connect external accounts, add manual portfolios, and view all your accounts together in one place.

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How can I increase my expected returns?

Although PortfolioPilot cannot guarantee an improved return, you can visit the Recommendations page to find recommendations that the system thinks may improve your expected returns.

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How do I compare my portfolios?

To compare your portfolios, visit the Comparison page. Here you can compare your actual portfolios, draft portfolios, asset groups, and popular indexes like the S&P 500.

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Can I use different risk preferences for different portfolios?

To set different risk preferences for different portfolios, you can use Asset Groups, which allow you to personalize your approach.

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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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