Asset location is about which accounts hold which investments, for example keeping tax-efficient funds in taxable accounts.
PortfolioPilot records each account's tax treatment, shows what each holds, and does not suggest municipal bonds for tax-sheltered money. It does not move holdings between accounts for you or optimize location. Not tax advice.
Illustrative accounts.
PortfolioPilot asset location demo. Illustrative accounts.
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.
Taxable, Tax-Advantaged or Tax-Free per account.
Details shows holdings by account.
Visibility, not automation.
What each account holds.
Set once per account.
Not suggested for tax-sheltered money only.
Ask a tax advisor before moving holdings.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
No. It shows holdings and tax treatment by account.
See the Help Center. Read more in the Help Center →
Their tax break is wasted in tax-sheltered accounts.
Setting tax treatment is free.
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.
