Tutorial: Manual Input

August 16, 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.

There are three ways to import accounts to your investment portfolio:

1. Connect your brokerage account

2. Manual Input

3. Easy portfolio upload

In this tutorial, we’ll demonstrate the quick and easy Manual Input, a way to add your whole portfolio manually in less than two minutes.

Navigating to Manual Input

Navigate to the Net Worth page by pressing your name (top right) -> Net Worth.

Then Add Account.

Then Manual Input.

Add individual securities

Add all individual securities for the given portfolio.

You can search by ticker (AAPL) or security name (Apple Inc), and select from our comprehensive library of ETFs, stocks, mutual funds, and cryptocurrencies.

Note: if a ticker in your portfolio does not come up in the dropdown, add it anyway and the system will do an asynchronous search in the backend from a larger database.

If you'd like to add cash directly to the portfolio, edit the "Cash Investable" field.

Finalize portfolio

Press Continue to enter the account details like account nickname, and whether its tax-free or externally managed.

Tax-free is used for accounts like retirement accounts (401Ks, IRAs, RRSPs, etc.)

Externally managed is used for managed funds like Robo-Advisors and accounts managed by wealth managers.

Just like that, your full portfolio is added in less than two minutes! Watch the tutorial on our YouTube channel here.

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

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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.