Your Financial Data is Protected with Bank-Level Security
At PortfolioPilot, we understand the importance of security when it comes to your financial data. That's why we use industry-leading security measures to ensure that your information is always protected.
Sign up for free256-bit encryption of all data
We use a robust 256 bit encryption protocol across our entire system. This level of encryption is the gold standard in the world of data security, and it's the same caliber of security that major banks trust.
Read-only access to your data
We can only read your investment details, and we cannot make any changes or transactions on your behalf.
Don't store banking credentials
All authorization procedures are conducted through our well-trusted partners: Plaid, SnapTrade, and Yodlee. So we don’t have any access to your credentials.
Can’t initiate any transactions
We aren’t able to perform any actions on your behalf. Our access is restricted to reading and analyzing your investment information only.
Interactions with users’ accounts
At PortfolioPilot, your financial data’s security is our priority. We partner with trusted services like Plaid, SnapTrade by Passiv, and Envestnet Yodlee to securely access your investment details.
Everything is under your control
We understand the importance of giving our users control over their personal data. That's why we've made it easy to disconnect accounts and delete all data at anytime.
Your data is safe
We prioritize the security and privacy of our users' data. We do not engage in the sale of data. We neither generate revenue through trading or payment-for-order-flow.
Secure connections with 12,000+ banks
Keep your business account and all your finance needs safely organized under one roof. Manage your portfolio quickly, easily & efficiently.
Secure connections with 12,000+ banks
Keep your business account and all your finance needs safely organized under one roof. Manage your portfolio quickly, easily & efficiently.
Used by more than 22,000 individuals
We're used by thousands of individuals in the US & Canada, who rely on PortfolioPilot to analyze their portfolios of over $20 billion2,3 in total assets.
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.
2. As of July 14, 2024
3. $20B Assets on Platform as of July 14, 2024. 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.
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.