Help Center

January 7, 2024

Tutorial: AI Assistant

A tutorial showcasing the AI Assistant, available to answer questions about your portfolio, a wide universe of securities, the PortfolioPilot product, or general investing queries.

January 7, 2024

Tutorial: Dividend Features

A tutorial giving instructions for how to take advantage of the dividend / income-focused features within PortfolioPilot.

December 29, 2023

Tutorial: Asset Groups

A tutorial explaining how to turn on, create, and switch to Asset Groups - a feature allowing you to organize your investments into various investment objectives with differing risk profiles.

December 5, 2023

Tutorial: Customization Features

A tutorial describing how to use PortfolioPilot's customization features: how to modify, proxy, or add custom securities

November 10, 2023

Tutorial: Personalized Recommendations

A tutorial showcasing the Personalized Recommendations feature, available to Gold and Platinum subscribers

August 29, 2023

Tutorial: Using the Easy Portfolio Upload

A tutorial on uploading your investment portfolio from your brokerage in a few steps

May 10, 2023

Tutorial: Navigating the Overview Page

A glance at the Overview page, the first screen you see after you sign up or log in to your account. Very useful information to get your portfolio improvement process started.

October 9, 2022

Tutorial: Managing Portfolios

This tutorial explains how to add, remove, edit portfolios and connected accounts to make it easier to manage your entire net worth inside the platform.

September 30, 2022

Tutorial: Unlinking Investment Account

A tutorial on how to disconnect an investment account in the rare case you need to do so.

September 19, 2022

Tutorial: Security Explorer

An overview tutorial on the PortfolioPilot Security Explorer, a helpful tool to drill in to specific securities information for curious users that want to get as close to the data as possible.

September 2, 2022

Tutorial: Portfolio Optimizer

A short tutorial on how to use the Portfolio Optimizer, an easy-to-use powerful tool to reweight your portfolio to optimize your risk-adjusted returns.

September 1, 2022

Tutorial: Draft Portfolio

A tutorial about the Draft Portfolio feature, allowing you to 1) safely experiment with your portfolio, 2) add recommendations and improve your Portfolio Score, and 3) try different investment strategies.

August 24, 2022

Tutorial: Portfolio Score

Dive into the components of the Portfolio Score, a central measure to help balance your personal investment preferences, risk & returns, and macro exposure as a guide for portfolio improvement.

August 16, 2022

Tutorial: Manual Input

A quick tutorial on how to all investment items in a brokerage account manually in less than two minutes.

August 12, 2022

Tutorial: Three Popular Features

Learn more about to use the Portfolio Score, Recommendations, and Portfolio Optimizer to improve your investment portfolio.

December 9, 2021

Simulating a Crisis: Using Global Predictions Portal to See How Resilient Your Portfolio Is

A breakdown of our newest released feature: Global Crisis Simulation. See how your own portfolio fares during multiple crises and how resilient your current strategy is.

September 27, 2021

The Power of Personalization + Prediction: How linking your investment accounts gives you personalized recommendations

You can unlock the powers of personalization by linking your account to Global Predictions. Using “read only access” we can assemble a full picture of your financial holdings and give you automatic and personalized recommendations. This blog shows you how.

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.