PortfolioPilot is a technology product of Global Predictions Inc, a Registered Investment Advisor. You must subscribe to receive personalized investment advice.
M6 Financial Forecasting Competition Winner4

Optimize your investments today

Harness hedge fund inspired tools and AI expertise to transform your portfolio. Get personalized advice that evolves with your needs.

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Tax Optimization
Investment Advice
Portfolio Tracking
Estate Planning
Scenario Modeling
Estimated tax calculations and recommendations for tax-loss harvesting
Personalized investment recommendations with score impact and next $1,000 investment suggestions.
Portfolio score, net worth, forecasted returns, and historical performance graph.
Estate planning checklist with options for will, guardian, digital assets plan, and living trust.
Scenario settings for retirement planning with expected and poor outcome graph.
For illustrative purposes only
AS SEEN ON

Continuous Tax Optimization

JP Morgan calculates an additional 1.94% yearly return using monthly continuous tax optimization.7,8

Click here to read the full report

Net Worth Tracking

Visualize all your assets in one platform

Aggregate your net worth and visualize your entire portfolio allocation in a single view, e.g. brokerage accounts, 401Ks, IRAs, crypto, cash, student loans, real estate, private equity, precious metals, and more

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.

Logos of various financial institutions including JP Morgan, Fidelity, Vanguard, and more.

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.

Rely on hedge fund inspired technology

PortfolioPilot is powered by Global Predictions’ technology.
Click here to read more about our engine

Knowledge
Graph
FORECASTING
ECONOMIC INSIGHTS
ENGINE
The engine is a complex multi-layered system which provides portfolio-specific recommendations influenced by economic models.

Investment Advice

Personalized investment advice with your goals in mind

Optimizing your portfolio is a time consuming job. We'll do the heavy lifting for you and provide specific recommendations.

Instead of trying to keep up with dozens of variables:
Financial analysis variables including Asset Class Allocation, Inflation Hedging, Risk Matching, and Fee Optimization.
Let PortfolioPilot monitor the economy and guide you:
PortfolioPilot analyzes variables like Asset Class Allocation, Inflation Hedging, and Risk Matching for you.

Estate Planning & Scenario Modeling

Professional tools now available in an easy-to-use form

Bank-level security. Learn more

Advanced scenario modelling

Test potential outcomes for your investment strategies, and see how different decisions could impact your portfolio over time.

Scenario modeling showing expected and poor outcomes for retirement at age 60 with $1.1M expected.

Measure your portfolio strength

Our proprietary engine is a complex multi-layered system which provides portfolio-specific scoring based on your allocation and recommendations influenced by economic models.

Get a free financial assessment →
Portfolio strength score of 782 indicating good performance, score up 15%.

Identify risks and problem areas

PortfolioPilot monitors the economy and notifies you when risks come up in your portfolio.

Identified risks including Inflation Driver Risk, Geography Risk, and Credit Risk.

AI portfolio assessment that analyzes critical factors

Let our AI wealth manager automatically review your asset allocation, and get investment recommendations based on your specific asset allocation.

Portfolio assessment showing portfolio score, net worth, recommendations, and performance analysis.

Estate planning to protect your assets today and tomorrow

Our 360° portfolio management platform can help you make better investment decisions by automatically recommending adjustments on your portfolio to hedge against risks or capture opportunities.

Estate planning checklist with options for will, guardian, digital assets plan, and living trust.
See all your assets in one place
Aggregate your net worth and visualize your entire portfolio allocation in a single view.
Measure your portfolio strength
Our proprietary engine is a complex multi-layered system which provides portfolio-specific scoring based on your allocation and recommendations influenced by economic models.
Get a free financial assessment →
Identify risks and problem areas
PortfolioPilot monitors the economy and notifies you when risks come up in your portfolio.
AI portfolio assessment that analyzes critical factors
Let our AI wealth manager automatically review your asset allocation, and get investment recommendations based on your specific asset allocation.
Sign up for free →
Automated insights powered by an AI Financial Advisor
Our 360° portfolio management platform can help you make better investment decisions by automatically recommending adjustments on your portfolio to hedge against risks or capture opportunities.

Pricing

97% less than an average financial advisor fee5

PortfolioPilot Free

$0
per month
Smart Portfolio Monitoring to let you stay on top of your finances.
  • Net Worth Tracking. Visualize your asset allocation in a single dashboard.
  • Portfolio Analysis. Discover risks and opportunities based on your portfolio.
  • Scenario Modeling. Monte Carlo simulations of the past and future.
Recommended

PortfolioPilot Gold

$29
per month
Personalized recommendations by an AI Advisor with real financial advice.
  • Personalized Recommendations. Actionable recommendations based on your portfolio.
  • Tax Impact & Continuous Tax-loss Harvesting.
  • AI Assistant. Ask questions about your portfolio or anything investing related.
  • Fee Visualization. See the fees you pay in one place.
Want even more advanced tools for investing? Try PortfolioPilot Platinum to get access to AI equity research tools and more features for $99/mo.

Is PortfolioPilot registered with the SEC with fiduciary responsibility?

What is Global Predictions?

How much does PortfolioPilot cost?

How does PortfolioPilot use AI?

Does PortfolioPilot manage money?

How does PortfolioPilot keep my data secure?

How does PortfolioPilot work?

Try for free right now

You can get started right now with our 14-day free trial. Get a free financial assessment, and get personalized suggestions in minutes:

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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 July 14, 2024
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2. As of July 14, 2024
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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.
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 Gold pricing is $29/mo * 12mo = $348 per annum. 348/10,200 – 1 = ~97% 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.
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