June 6, 2024

Tutorial: Managing Portfolios

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.

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:

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, or 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.

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, 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

Net Worth Portfolio

The "Net Worth 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.

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 Drafts tab 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.

‍

How optimized is your portfolio?

PortfolioPilot is used by over 22,000 individuals in the US & Canada to analyze their portfolios of over $20 billion¹. Discover your portfolio score now:

1: As of July 14, 2024

Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. 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.

Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning.

1. As of July 14, 2024
‍
2. As of July 14, 2024
‍
3. $20B Assets on Platform as of July 14, 2024. Aggregated across all plans (including the free plan). Assets on Platform represent the total value of connected and manually inputted accounts (including assets like real estate and private equity) and does not in any way represent Asset Under Management as Global Predictions does not manage any client funds.

4. Global Predictions Secures a Winning Spot in Internacional M6 Financial Forecasting Competition

5. Comparison made to an individual with $1M AUM, paying an "average wealth manager fee" of 1.02% based on a 2023 study by AdvisoryHQ. 1.02% * 1M = $10,200 per annum. PortfolioPilot Gold pricing is $29/mo * 12mo = $348 per annum. 348/10,200 – 1 = ~97% lower. Actual fees paid to any individual financial advisor will depend on specific financial circumstances and arrangements.

7. The 1.94% referenced figure represents the average calculated monthly continuous tax-loss harvesting gain over a 4-year period from 2018-2021 in the 2024-published JP Morgan report titled "Continuous tax-loss harvesting yields more potential for tax savings" (link).

8. Case studies presented are hypothetical scenarios and intended for illustrative purposes only. They do not represent an actual client, investment or experience, but rather are meant to provide an example of the intended investment process and methodology. An individual's experience may vary based on his or her circumstances. There can be no assurance that the Firm will be able to achieve similar results in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of the Firm's investment advisory services. The information contained herein should not be construed as personal investment advice.

9. The financial advisor described in this marketing language is referring to you, the reader. PortfolioPilot is meant to be an aid to the self-directed investor. See globalpredictions.com/disclosures for descriptions of conflicts of interest, use of AI, bias, and any other disclosures for Global Predictions Inc.