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Global Predictions (PortfolioPilot)

SEC-registered RIA offering PortfolioPilot - first AI-only financial advisor regulated by SEC. Uses hybrid AI (LLMs, proprietary economic models, ML). $30B assets on platform, 22,000+ users. Won M6 Financial Forecasting Competition 2023. $4M total funding (Morado Ventures, NEA Angel Fund).

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Reputation & Trust

47 reviews
40000Users

Overview

Pricing Model
subscription
Free Trial
10 days

Products & Services

PortfolioPilot Free

platform

Smart portfolio monitoring with net worth tracking, portfolio analysis and score, scenario modeling, estate planning tools

Free tier available No personalized recommendations or AI assistant
  • Net worth tracking
  • Portfolio analysis
  • Scenario modeling
  • Estate planning
  • Efficient frontier optimizer
Learn more

PortfolioPilot Gold

platform

Personalized AI investment recommendations, tax-loss harvesting, AI assistant, fee visualization

$29 / month
10-day trial (CC required)
  • Personalized recommendations
  • Tax-loss harvesting
  • AI assistant (5 queries/day)
  • Fee visualization
  • Premium support
Learn more

PortfolioPilot Platinum

platform

Advanced investor tools including AI equity search, unlimited research, full stock screener, 100 AI queries/day

$99 / month
10-day trial (CC required)
  • AI equity search
  • Unlimited research
  • Full stock screener
  • Unlimited draft portfolios
  • AI assistant (100 queries/day)
  • Fee optimization
Learn more

Company Information

Legal Name
Global Predictions Inc.
Headquarters
San Francisco, CA, United States
Team Size
15
Primary Timezone
America/Los_Angeles

Founding

Platform Details

Type
AI financial advisory

Competitive Analysis

Proposition: AI-powered financial advisor with SEC fiduciary duty at 98% less than average advisor fees

Key Advantages
  • SEC-registered RIA
  • Hedge fund-inspired AI models
  • M6 Forecasting Competition winner
  • Free portfolio assessment

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