Tutorial

Tutorial: Managing Portfolios

October 9, 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.

We believe that importing and managing your entire portfolio is a crucial first step to getting the most out of the platform. As you add more of your net worth, the value of the analysis, recommendations, and other insights goes up. This tutorial covers how to add net worth components, connect external accounts, add manual portfolios, and view all your accounts together in one place.

Net worth

As part of a comprehensive view of your portfolio, we allow you to import real estate, investment accounts, retirement accounts, private equity, cash, and cryptocurrencies. Navigate to the Net Worth page to manage your various portfolios by clicking your name -> "Net Worth" tab. You can also get to this page by clicking on the "Connected accounts (#)" button on the left sidebar.

Net worth tab in My Account

To update one of these net worth items, you can simply click on "Edit" on the right side of the page. If you click on "Edit" next to Real estate, you will get a pop-up that looks like this:

Edit Real Estate net worth component

Connected accounts

In order to receive the most up-to-date insights about what's happening in your accounts, you can link your institutions through our trusted partners: Plaid, Yodlee, and SnapTrade. We never store your credentials, and intentionally only have read-access to your accounts so that you always stay in control of every investment decision.

Scroll down to the "Connected accounts" section

Click on the three dots on the right to edit or disconnect the account.

Click on "Add account" to add a new connected account, copy/paste your portfolio using Easy Portfolio Upload, upload a CSV file with portfolio tickers, or manually add your portfolio one ticker at a time. We typically see users with ~20 securities in a portfolio take about 2min to manually import their account.

"Add account" by connecting directly, or manually adding your portfolio

Aggregated portfolio

The "Aggregated portfolio" combines the accounts that you have into a single view so that you can think about your net worth holistically. We believe that analyzing your accounts in an aggregated way lets you properly assess risk, returns, diversity, tail risks, and make improvements that grow your entire net worth rather than treating everything like an individual bucket.

The "Aggregated portfolio" brings together your accounts into a single view

Green dots indicate active connections, while red dots indicate a stale connection, and lack of a dot denotes a manually input portfolio.

"Externally managed" means the account is a Robo-Advisor or managed by a professional portfolio manager

"Tax-free" indicates the account is tax-advantaged, like a retirement account (e.g. Roth IRA, 401k, RRSP, RESP, etc)

Draft portfolios

We have built the Draft Portfolio feature for you to be able to accept recommendations, experiment with different strategies, and improve your portfolio. See the bottom of the "Net worth" page for a collection of all of your draft portfolios, allowing you to edit or delete each one individually. Read more about using draft portfolios here.

Draft Portfolio overview

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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.

Registration does not imply a certain level of skill or training.