Help Center

The most popular FAQs

How do I get access to the GP API?

To get access to the GP API, please contact our support team at support@globalpredictions.com to request an API key. Once you have the key, you’ll be able to start integrating our API into your applications, accessing a wide range of investment data and tools. We provide full documentation and support to help you make the most of our API's capabilities for use cases like personal financial tools or other institutional financial applications.

What kind of recommendations does PortfolioPilot provide?

PortfolioPilot offers personalized recommendations to help you optimize your investment strategy. These recommendations include adjustments to asset allocations, suggestions for specific securities to buy or sell, and advice on diversifying your investments to reduce risk and improve potential returns. Additionally, PortfolioPilot provides insights on fee optimization and risk management, tailored to your individual financial goals and risk tolerance. These actionable recommendations are designed to enhance your portfolio's performance and align with your long-term financial planning. Ready more about the Global Predictions Recommendations Engine here.

How does PortfolioPilot simulate different investment scenarios?

Currently, PortfolioPilot simulates different investment scenarios by analyzing historical data to model various downside scenarios. This allows you to see how your portfolio might perform during different economic downturns based on past market behaviors. By understanding these potential impacts, you can make more informed decisions about risk management and adjust your investment strategy to better withstand adverse conditions.

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

Yes, PortfolioPilot can suggest specific stocks or ETFs that match your risk profile. By analyzing your current portfolio and investment goals, PortfolioPilot identifies securities that align with your desired level of risk and potential returns. This targeted approach can help you fine-tune your portfolio to better meet your financial objectives, whether you're looking to minimize risk or maximize growth.

How frequently should I update my investment strategy with PortfolioPilot?

It's a good idea to review and potentially update your investment strategy with PortfolioPilot regularly, such as quarterly or whenever significant life events occur that could impact your financial goals or risk tolerance. Additionally, you should consider updates if there are substantial changes in the market or economic conditions that might affect your investments. PortfolioPilot provides tools and insights to help you stay informed and make adjustments as needed to ensure your strategy remains aligned with your goals.

What is fee optimization and how does it benefit me?

Fee optimization with PortfolioPilot focuses on reducing the expense ratios of mutual funds and ETFs, as well as other administrative costs associated with your investments. By minimizing these fees, you can enhance the growth potential of your portfolio, ensuring that more of your money remains invested and compounds over time. This approach is crucial for maximizing your long-term returns, as lower fees can translate to higher net gains. PortfolioPilot helps you identify and recommend adjustments to cost-efficient investment options, which can benefit your financial health significantly.

What is AI Equity Search and how do I use it?

The AI Equity Search is a sophisticated tool that allows you to search for stocks by simply describing what you’re looking for in a sentence. Once you input your description, the AI analyzes a broad universe of stocks and creates a basket that matches your specified criteria. It also automatically computes a benchmark for these stocks and estimates the potential alpha, or excess return, of your selected strategy. This feature is ideal for investors looking to tailor their stock selections based on specific investment themes or performance expectations without navigating complex filters.

How does the stock screener tool work?

The Stock Screener tool in PortfolioPilot allows you to filter stocks based on specific attributes such as sector, market cap, region, and whether they are dividend-paying. Once you select your preferred filters, the tool processes these criteria against its database to identify stocks that match. The output includes a detailed list of financial metrics and macro exposures for each stock, providing you with essential information to assess their suitability for your investment portfolio.

How does the ETF screener work?

The Fund Screener in PortfolioPilot allows you to filter ETFs based on specific attributes such as investment philosophy, degree of diversification, asset class, and whether they are dividend-paying. Once you select your preferred filters, the tool processes these criteria against its database to identify ETFs that match. The output includes a detailed list of financial metrics and macro exposures for each fund, providing you with essential information to assess their suitability for your investment portfolio.

What insights does the market overview provide?

The market overview feature in PortfolioPilot offers a comprehensive snapshot of the current financial markets. It provides insights into key market indices, sector performances, and trends in global markets. Additionally, it highlights significant movements in stock prices, emerging market opportunities, and potential economic factors affecting the markets. This overview helps investors understand the broader market context, aiding in making informed decisions about where to allocate resources and how to adjust strategies in response to evolving market conditions.

For more help, contact support@portfoliopilot.com

General Disclosures
This website is for informational purposes only and does not constitute an offer of investment management or investment advisory services by Global Predictions, Inc. (“Global Predictions”), and may not be relied upon in connection with any offer or sale of securities or other assets. Nothing on the website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.
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The contents of the website may contain forward-looking statements that are based on management’s beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Global Predictions itself or its investments. 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. All expressions of opinions are subject to change without notice. Inherent in any investment is the risk of loss. Further, past performance is not indicative of future results.

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