PortfolioPilot Insights

Disclosure: PortfolioPilot is a technology product of Global Predictions Inc, a Registered Investment Advisor. You must subscribe to receive personalized investment advice.Start free trialSign up for freeM6 Financial Forecasting Competition Winner4Complete financial advice for self-directed investorsFinally there's a financial advisor you can trust - you! No commissions, no conflicts of interest, and no human bias. With access to sophisticated financial models and AI, we'll empower you to do it better yourself.Sign up for freeView latest insightsBank-level security. Learn moreNet Worth TrackingAI Investing AdviceContinuous Tax OptimizationEstate Planning ChecklistRetirement PlannerFor illustrative purposes onlyAS SEEN ONContinuous Tax OptimizationJP Morgan calculates an additional 1.94% yearly return using monthly continuous tax optimization.7,8Sign up for freeClick here to read the full reportNet Worth TrackingVisualize all your assets in one platformAggregate 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 moreGet free 1-min assessmentBank-level security. Learn moreSecure connections to 12,000+ institutionsKeep your accounts and all your financial needs safely organized under one roof. Manage your net worth quickly, easily, & efficiently.Secure connections with 12,000+ banksKeep your business account and all your finance needs safely organized under one roof. Manage your portfolio quickly, easily & efficiently.Rely on hedge fund inspired technologyRely on hedge fund inspired technologyPortfolioPilot is powered by its award-winning4 technology. Click here to read more about our engineKnowledgeGraphFORECASTINGECONOMIC INSIGHTSENGINEThe engine is a complex multi-layered system which provides portfolio-specific recommendations influenced by economic models.Investment AdvicePersonalized investment advice with your goals in mindOptimizing 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:Let PortfolioPilot monitor the economy and guide you:Used by more than 40,000 individualsWe're used by thousands of individuals in the US & Canada, who rely on PortfolioPilot to analyze their portfolios of over $30 billion2,3 in total assets.Sign up for free2: As of November 14, 2025Estate Planning & Scenario ModelingProfessional tools now available inan easy-to-use formGet free 1-min assessmentBank-level security. Learn moreAdvanced scenario modellingTest potential outcomes for your investment strategies, and see how different decisions could impact your portfolio over time.Measure your portfolio strengthOur 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 areasPortfolioPilot monitors the economy and notifies you when risks come up in your portfolio.AI portfolio assessment that analyzes critical factorsLet our AI wealth manager automatically review your asset allocation, and get investment recommendations based on your specific asset allocation.Sign up for free →Estate planning to protect your assets today and tomorrowOur 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.See all your assets in one placeAggregate your net worth and visualize your entire portfolio allocation in a single view.Measure your portfolio strengthOur 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 areasPortfolioPilot monitors the economy and notifies you when risks come up in your portfolio.AI portfolio assessment that analyzes critical factorsLet 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 AdvisorOur 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.Pricing98% less than an average financial advisor fee5PortfolioPilot Free$0Understand your entire financial picture with planning and investing tools.Create Free AccountMulti-asset net worth tracking (unlimited accounts)Full retirement & scenario planningPortfolio assessmentFund & stock discovery toolsMost popularPortfolioPilot Gold$20/month When Billed annuallyContinuously optimize your finances with personalized recommendations.Start 10-day Free TrialIncludes everything in Free plus:Investing recommendationsPersonalized suggestions based on your current portfolio, expected returns, dividends, tax impact, risk preferences, goals, and downside protection - designed to go beyond standard model portfolios.Hidden fee detectionTax impact & tax-saving opportunitiesAI assistant (limited access)PortfolioPilot Platinum$49/month When Billed annuallyGet deeper guidance and explore options before making important decisions.Start 10-day Free TrialIncludes everything in Gold plus:Fee optimizationTax-efficient distribution adviceSpecific guidance on withdrawals and income planning to help re-balance & reduce unnecessary taxes.AI assistant (unlimited)AI equity researchCustom future simulationsStress-test your portfolio against any scenario - from inflation shocks to geopolitical events.Multiple real estate propertiesWant access to additional portfolio tools and support? Explore PortfolioPilot Pro, which includes features such as private equity modeling, liquidity and cash-flow analysis, secure document uploads, and optional quarterly expert consultations. Plans start at $99/month. Start free trial (no credit card needed)→Frequently asked questionsIf you need help or have a question that isn't listed below, check out our Help Center or send us an email.What is PortfolioPilot?Can PortfolioPilot track my entire net worth?How does PortfolioPilot work?Is PortfolioPilot registered with the SEC with fiduciary responsibility?Can PortfolioPilot actually give real fiduciary investment advice?How is PortfolioPilot related to Diversification.com?What’s the difference between the Free, Gold, and Platinum plans?How much does PortfolioPilot cost?How does PortfolioPilot use AI?Does PortfolioPilot manage money?How does PortfolioPilot keep my data secure?What are PortfolioPilot simulations?How does PortfolioPilot help me?How does PortfolioPilot simulate different investment scenarios?Try for free right nowYou can get started right now with our 10-day free trial. Get a free financial assessment, and get personalized suggestions in minutes:Sign up for freeBank-level security. Learn moreSay 👋 at contact@portfoliopilot.com2261 Market StreetSan Francisco CA, 94114FeaturesEstate PlanningRetirement PlannerNet Worth DashboardContinuous Tax OptimizationAI Investing AdvicePortfolio ManagementMarket OverviewCompanyPricingOur StoryWork with usContact usComplianceProductTechnologyStart free trialAccess your accountTerms of servicePrivacy policyDisclosuresResourcesBlogTutorialsFAQsSecurityHorror StoriesCommon Investor MistakesDiversification CenterForm CRSForm ADVGlobal 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 November 14, 2025‍2. As of November 14, 2025‍3. $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 International M6 Financial Forecasting Competition5. 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 tools for 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.©2026 Global Predictions Inc. All rights reserved. --- Disclosure: PortfolioPilot is a technology product of Global Predictions Inc, a Registered Investment Advisor. You must subscribe to receive personalized investment advice.Start free trialSign up for freeTake full control of your finances with personalized and cost-effective financial advice.Try it free for 10 days - no credit card required!YearlySave 30%+MonthlyFree$0Understand your entire financial picture with planning and investing tools.Get startedMulti-asset net worth tracking (unlimited accounts)Full retirement & scenario planningPortfolio assessmentFund & stock discovery toolsGold$20/mo$29/moMost popularContinuously optimize your finances with personalized recommendations.Start free trialIncludes everything in Free plus:Investing recommendationsPersonalized suggestions based on your current portfolio, expected returns, dividends, tax impact, risk preferences, goals, and downside protection - designed to go beyond standard model portfolios.Hidden fee detectionTax impact & tax-saving opportunitiesAI assistant (limited access)Platinum$49/mo$99/moGet deeper guidance and explore options before making important decisions.Start free trialIncludes everything in Gold plus:Fee optimizationTax-efficient distribution adviceSpecific guidance on withdrawals and income planning to help re-balance & reduce unnecessary taxes.AI assistant (unlimited)AI equity researchCustom future simulationsStress-test your portfolio against any scenario - from inflation shocks to geopolitical events.Multiple real estate propertiesPro$99/mo$149/moManage complex assets and structures with white-glove support.Start free trialIncludes everything in Platinum plus:1:1 quarterly expert callWork with a PortfolioPilot product expert to review your setup and reports. Not individualized financial advice or a dedicated advisor relationship.Private equity modelingLiquidity & cash-flow analysisMulti-user loginSecure email for statement uploadsFree$0Understand your entire financial picture with planning and investing tools.Get startedMulti-asset net worth tracking (unlimited accounts)Full retirement & scenario planningPortfolio assessmentFund & stock discovery toolsGold$29/moContinuously optimize your finances with personalized recommendations.Start free trialIncludes everything in Free plus:Investing recommendationsPersonalized suggestions based on your current portfolio, expected returns, dividends, tax impact, risk preferences, goals, and downside protection - designed to go beyond standard model portfolios.Hidden fee detectionTax impact & tax-saving opportunitiesAI assistant (limited access)Most popularPlatinum$99/moGet deeper guidance and explore options before making important decisions.Start free trialIncludes everything in Gold plus:Fee optimizationTax-efficient distribution adviceSpecific guidance on withdrawals and income planning to help re-balance & reduce unnecessary taxes.AI assistant (unlimited)AI equity researchCustom future simulationsStress-test your portfolio against any scenario - from inflation shocks to geopolitical events.Multiple real estate propertiesPro$149/moManage complex assets and structures with white-glove support.Start free trialIncludes everything in Platinum plus:1:1 quarterly expert callWork with a PortfolioPilot product expert to review your setup and reports. Not individualized financial advice or a dedicated advisor relationship.Private equity modelingLiquidity & cash-flow analysisMulti-user loginSecure email for statement uploadsWith over $30B of assets on the platform, join over 40,000 investors taking control of their finances1Frequently Asked QuestionsCan I try the product before committing to a subscription?What kind of support can I expect with a subscription?What is the refund and cancellation policy?Is there a discount for paying annually?Who is behind PortfolioPilot?What’s the difference between Free, Gold, Platinum, and Pro?What does “multi-user login” mean in the Pro plan?Will I lose my data if I downgrade?How does PortfolioPilot help me?How does PortfolioPilot keep my data secure?Load moreGet 10-day Free TrialSay 👋 at contact@portfoliopilot.com2261 Market StreetSan Francisco CA, 94114FeaturesEstate PlanningRetirement PlannerNet Worth DashboardContinuous Tax OptimizationAI Investing AdvicePortfolio ManagementMarket OverviewCompanyPricingOur StoryWork with usContact usComplianceProductTechnologyStart free trialAccess your accountTerms of servicePrivacy policyDisclosuresResourcesBlogTutorialsFAQsSecurityHorror StoriesCommon Investor MistakesDiversification CenterForm CRSForm ADVGlobal 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 November 14, 2025‍2. As of November 14, 2025‍3. $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 International M6 Financial Forecasting Competition5. 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 tools for 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.©2026 Global Predictions Inc. All rights reserved. --- Disclosure: PortfolioPilot is a technology product of Global Predictions Inc, a Registered Investment Advisor. You must subscribe to receive personalized investment advice.Start free trialSign up for freeAS SEEN ONAutomated Tracking of Your Entire Portfolio for FREEWith bank-level security connections, stay ahead of any movement in your wealth.Track Now for FreeNo credit card requiredConnect with Banks & BrokeragesSecure connectivity to over 12,000 Banks, Brokerages, and Investment Accounts.Easily Track Your StocksConnect your accounts and easily track all your stocks, ETFs, or Mutual Funds around the world.Track Your Crypto Assets, Including DeFi, NFTs, and MemecoinsGet the latest balances from your crypto wallets and exchanges without feeling overwhelmed.Track Your Crypto Assets, Including DeFi, NFTs, and MemecoinsGet the latest balances from your crypto wallets and exchanges without feeling overwhelmed.Track all Your Asset Updates in one PlaceFollow your home, autos, metals, domains and more asset values.Ready to Improve Your Portfolio?Get a complete portfolio score and financial report card.Match your Risk to your ObjectivesHow closely your current risk (volatility) matches your risk preference.Optimize your Risk-Adjusted ReturnYour expected performance over portfolio risk calculated as the Sharpe Ratio.Improve your Downside ProtectionHow well protected your portfolio is against the chance of loss occurring in rare events.Track Now for FreeNo credit card requiredWhy Is Our Net Worth Dashboard Completely Free?Sounds too good to be true… in reality our company makes money from our personal AI financial adviser.You can use our fully-featured Net Worth Dashboard for free, with no credit card required, and we hope that at some point you trial our premium tiers and take advantage of our personalized financial advice as well.It’s a business model that works for us, and allows us to offer high quality portfolio tracking and portfolio assessment for free to tens of thousands of users.Track Now for FreeCompare Before Choosing PortfolioPilotComparison made using public information on October 17, 2024, for popular trackers at the lowest pricing level where you can connect accounts and not be restricted by number of holdingsCost (per year)Free$199Free$249$216Portfolio Report Card & ScoringBasic AnalyticsModern InterfaceAdvanced AnalyticsScenario ModelingStock and Funds ScreenersPersonalized InsightsBank-Level SecurityTrack Now for FreeOver 40,000 Individuals use PortfolioPilot to track their total Net WorthTrack Now for FreePopular Net Worth Tracking ArticlesView moreCommon MistakesAllCommon Mistake #21: Leaving Cash Idle in a Checking AccountLeaving cash idle in a checking account – Instead of letting cash sit, invest it in a money market fund or high-yield savings account to earn interest while keeping liquidity.January 29, 2026falseArticlesAllKubera Alternative: Why Pay for Tracking What You Can Get for Free?Kubera charges $249 per year for portfolio tracking, but when you see the long-term cost and what that money could have become if invested...January 9, 2026falseArticlesAllNet Worth Trackers of 2025: A Buyer’s Guide for Smarter Wealth ManagementSee why modern net worth trackers go beyond simple balance totals, offering full connectivity, independent insights, and next-step guidance that turns your finances into action when…January 12, 2026falseSign up for freeDiscover real-life HORROR stories about Net Worth TrackingView storiesDiscover real-life HORROR stories about Portfolio TrackingView storiesNet Worth Dashboard VideosWatch how PortfolioPilot's advanced analytics help you visualize risk, optimize allocations, back-test strategies, and identify fee-saving opportunities—all in one comprehensive platform.See all videosNet Worth Tracking, Explained: One Number for Better DecisionsWhere Cash Drag Hides, and How to Fix ItAlerts That Actually Help Your Net WorthSee all videosExplore More of PortfolioPilot’s FeaturesOne platform, so much to offer – explore everything we offer to make your financial journey simpler and more effective:Net Worth DashboardEasily Track and Manage your entire portfolio.You are hereRetirement PlannerSimulate financial scenarios and prepare for your future.Read MoreAI Investing AdviceGet personalized, actionable recommendations to improve your portfolio performance.Read MoreEstate PlanningPlan, organize, and secure your legacy.Read MoreContinuous Tax OptimizationLearn more about personalized recommendations for tax-loss harvesting.Read MorePortfolio ManagementHedge fund-inspired portfolio management tools - powered by AI.Read MoreNet Worth Tracking Help CenterIf you need help or have a question that isn't listed below, check out our Net Worth Tracking Help Center or send us an email.Featured Tutorial: Portfolio ScoreLearn how to use the portfolio score and Analysis page to help try to better your portfolio. Happy investing!View TutorialWhat happens if economic conditions change rapidly?The system continuously ingests new macroeconomic and market data. When meaningful changes occur - such as shifts in interest rates, volatility spikes, or structural macro updates - forecasts and portfolio analytics are recalculated accordingly. Markets can move unpredictably, and no system can eliminate uncertainty. The platform is designed to adapt analysis as conditions evolve.Read moreWhat assumptions and inputs go into Retirement Planning and Monte Carlo simulations?PortfolioPilot's retirement planning engine is built on a detailed financial model - not a single return assumption. Monte Carlo simulations run on a wide range of structured inputs that reflect your personal situation, portfolio composition, tax context, and planning preferences. The system incorporates multiple categories of inputs:Read moreHow does the Portfolio Score work?The Portfolio Score is a quantitative assessment built around three core components: risk match, risk-adjusted returns, and downside protection.Read moreVisit the full Help CenterTry for free right nowYou can get started right now with our 10-day free trial. Get a free financial assessment, and get personalized suggestions in minutes:Sign up for freeBank-level security. Learn moreSay 👋 at contact@portfoliopilot.com2261 Market StreetSan Francisco CA, 94114FeaturesEstate PlanningRetirement PlannerNet Worth DashboardContinuous Tax OptimizationAI Investing AdvicePortfolio ManagementMarket OverviewCompanyPricingOur StoryWork with usContact usComplianceProductTechnologyStart free trialAccess your accountTerms of servicePrivacy policyDisclosuresResourcesBlogTutorialsFAQsSecurityHorror StoriesCommon Investor MistakesDiversification CenterForm CRSForm ADVGlobal 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 November 14, 2025‍2. As of November 14, 2025‍3. $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 International M6 Financial Forecasting Competition5. 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 tools for 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.©2026 Global Predictions Inc. All rights reserved.