Tutorial: Three Popular Features

August 12, 2022

Note: Specific investments described herein do not represent all investment decisions made by Global Predictions. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.

Here is a short tutorial on how to use three of the most popular features within the PortfolioPilot product, happy investing!

1. Portfolio Score

A quick way to understand how your portfolio is doing. This score combines your personal investment preferences, risk & returns, and macro exposure as a guide for portfolio improvement.

The three components of the Portfolio Score are:

  • Risk Match - Current portfolio risk compared to your preferred risk profile
  • Risk-adjusted Return - Expected performance over portfolio risk (calculated as the Sharpe Ratio)
  • Downside Protection - Protection against possible scenarios of extreme stress and other sources of tail risk

From the Overview page click on "See Score Components" to see a quick summary:

Overview page "See Score Components"

Or go to the Analysis page to get an in-depth look at how your Score is calculated:

Analysis page on the Downside Protection tab

2. Personalized recommendations

Powered by our comprehensive Recommendation Engine, your personalized suggestions will help you try to improve your portfolio and allow you to iterate on your investment strategy. Learn more about the technology behind the Recommendation Engine here.

Navigate to the Recommendations page to see your top recommendations, outlining a specific problem, a suggested action, and the impact on your Portfolio Score. Add recommendations to a Draft Portfolio to see how these improvements would look before deciding to act on the suggestions.

Personalized Recommendations and more ways to improve your portfolio

3. Portfolio Optimizer

With a click, re-weight the investments in your portfolio to maximize your estimated risk-adjusted return while matching your risk preference. Behind the scenes, a powerful "Efficient Frontier" optimization searches through thousands of potential portfolio weight combinations to find the best configuration for you.

Click the "Optimize" icon on the top left quick action bar to open up the Portfolio Optimizer. Saving it as a Draft Portfolio allows for you to make further improvements.

The Portfolio Optimizer showing an improvement in Risk-Adjusted Return

To see what PortfolioPilot can do for you and your portfolio, sign up for free today

Premium plans start at $29/mo

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.

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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