A draft portfolio is a working copy you can change freely without touching your real accounts.
Copy your holdings, try trades or a new mix, and PortfolioPilot scores the draft like any other portfolio, next to the one it started from. Included in the Free plan.
An illustrative draft next to its reference portfolio. Switch between the two to see what changed.
Illustrative draft portfolio compared with its reference portfolio. A switch shows the current and the draft weights, with the Portfolio Score and expected return of each.
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 from 12,000+ institutions, upload a statement, or enter holdings by hand.
Open Track, then Drafts, and copy a portfolio into a new draft.
Edit holdings and weights, then compare the score and expected return with the reference portfolio.
Anything you would want to see before acting on it.
Add suggested trades to a draft and see their effect first.
Save the Portfolio Optimizer's new weights as a draft.
Check the tax cost of selling before you make the trade.
A draft gets a Portfolio Score, a forecast and a backtest like any portfolio.
Add your accounts or upload a statement. Draft portfolios are included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
A working copy of a portfolio for testing changes. Your real accounts are never affected. Read more in the Help Center →
Open Track, then Drafts, and create a draft from the portfolio you want to copy. Read more in the Help Center →
Add, remove or adjust holdings in the draft. Read more in the Help Center →
Yes, the draft portfolio tutorial goes through it step by step. Read more in the Help Center →
Yes. Creating and comparing drafts 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.
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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.
