Portfolio Management Help Center

Learn how to navigate our platform, manage your investment portfolio, and make the most of our tools and features.
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Tutorials

February 12, 2024

Simulating a Crisis: Using PortfolioPilot's Portal to See How Resilient Your Portfolio Is

Basically, this feature lets you simulate how your portfolio would fare during an economic crisis.

April 8, 2025

Tutorial: Three Popular Features

Here is a short tutorial on how to use three of the most popular features within the PortfolioPilot product, happy investing!

April 16, 2025

Tutorial: Manual Input

In this tutorial, we’ll demonstrate the quick and easy Manual Input, a way to add your whole portfolio manually in less than two minutes.

May 1, 2025

Tutorial: Draft Portfolio

Here is a short tutorial on how to use the Draft Portfolio feature, happy investing!

May 2, 2025

Tutorial: Portfolio Optimizer

Enjoy this short tutorial on how to use the Portfolio Optimizer, an easy-to-use powerful tool to automatically help you improve your risk-adjusted expected returns.

May 1, 2025

Tutorial: Security Explorer

Learn how to take advantage of the PortfolioPilot Security Explorer, a helpful tool to drill in to specific securities information for curious users that want to get as close to the bare metal as possible.

March 6, 2025

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.

April 10, 2025

Tutorial: Navigating the Overview Page

Here's a short tutorial to give you a glance at the Overview page, the first screen you see after you sign up or log in to your account. Very useful information to get your portfolio improvement process started.

April 21, 2025

Tutorial: Asset Groups

Discover how to effectively use the Asset Grouping functionality in PortfolioPilot with this easy-to-follow guide. Asset grouping allows you to organize groups of investments you want to manage with different investment strategies into distinct categories, each with its own risk profile.

March 28, 2025

Tutorial: Dividend Features

A tutorial giving instructions for how to take advantage of the dividend / income-focused features within PortfolioPilot.

February 5, 2025

Tutorial: Downside Protection

A tutorial explaining the Downside Protection score within PortfolioPilot

Videos

Watch the full playlist
Portfolio Building in 45s: Return + Low Correlation
Rebalancing That Doesn't Eat Returns
Downside Protection, Without Overpaying
Portfolio Management, Explained: Risk-Adjusted over Vibes
Optimizing my portfolio for better returns
How I analyze my portfolio
Watch the full playlist

FAQs

How can I increase my expected returns?

How do I compare my portfolios?

Can I use different risk preferences for different portfolios?

What are asset groups?

What is my portfolio’s expected return?

I am having trouble with a feature.

Where can I find news about my portfolio?

How can I stay updated on my portfolio every day?

I want to cancel my subscription.

I would like to talk to a real human support agent.

How does PortfolioPilot track changes to my real estate, private equity, cash, and other assets?

Does PortfolioPilot know my portfolio has margin trades?

Can PortfolioPilot help me improve my portfolio without adding new investments?

How can I sync my portfolio in my brokerage with PortfolioPilot?

How do I improve my risk match?

How do I improve my risk-adjusted returns?

How do I improve my Portfolio Score?

Where can I learn about my portfolio?

How can I safely add recommendations to my portfolio without making a trade?

Can PortfolioPilot track my option positions?

Why are bonds missing from my portfolio?

Why does my externally connected portfolio have incorrect values?

How do I improve downside protection?

How often is my portfolio data recalculated or rebalanced?

How do I update my imported portfolio?

What are Draft Portfolios?

What is the Portfolio Score?

Do your returns include dividends?

How do I optimize the weighting of my portfolio?

How are expected returns calculated?

If Global Predictions has investable insights, why don’t you run a hedge fund?

How does Global Predictions keep my data secure?

How do I import my investments?

How do I connect my individual bond portfolio or manually enter individual fixed-income securities?

Can I import my securities based on share quantities / units rather than dollar amounts?

How do I add options manually to my portfolio?

How can I improve my portfolio?

How do I import my Interactive Brokers portfolio?

Why are you building Global Predictions?

How can I start using PortfolioPilot?

What is Global Predictions?

Why does the platform tell me “Your portfolio contains a significant number of items unknown to the system, functionality is limited”?

Do you have an iPhone or Android app?

How does PortfolioPilot help me?

What does risk match mean?

How do I figure out my annual dividend returns?

How do I set my investment goals?

What is the Downside Protection feature?

What insights does the market overview provide?

How does the ETF screener work?

How does the stock screener tool work?

What is fee optimization and how does it benefit me?

Can PortfolioPilot suggest specific stocks or ETFs to match my risk profile?

How do I get access to the GP API?

How does PortfolioPilot handle cryptocurrency investments?

Can I integrate real estate investments into my PortfolioPilot assessment?

How do I optimize my Portfolio Score?

What is the range of possible Portfolio Scores?

Can I execute trades on the platform?

How can I resolve a billing issue?

What will happen to my draft portfolios if I downgrade my Platinum subscription?

I’m having trouble with subscriptions or a premium feature. What should I do?

How do I update my payment information?

Is my payment information secure?

What kind of support can I expect with a subscription?

What are the benefits of a Platinum subscription?

What are the benefits of a Gold subscription?

Can I try the product before committing to a subscription?

What should I do if I'm facing an issue with the platform?

How do I update my investor preferences?

What is the Portfolio Optimizer and how do I use it?

How do I change my risk profile?

How optimized is your portfolio?

PortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:

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1: As of February 20, 2025
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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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