Global Predictions

Practical workflows to manage, test, and rebalance investments in one hub
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Start your next money session with a clear checklist, not guesswork. After you create an account in Global Predictions, link your brokerage, retirement plans (401(k), IRA), bank accounts, crypto wallets, and any properties you own. The app cleans and labels positions automatically; you can add custom tags for sectors, themes, or time horizon. Set goals—like funding retirement, building a safety buffer, or saving for a home—and choose your preferred risk level. Global Predictions proposes a target mix and lets you lock rules (min cash, max single-stock exposure) before you confirm.

Your daily workflow lives on the dashboard. You’ll see movement by asset class, upcoming dividends and interest, and a rolling view of performance against the goal line you set. Turn on alerts for drift, drawdowns, and unusual volatility. When balances move outside your ranges, Global Predictions generates a rebalancing checklist with exact trade quantities, estimated costs, and tax notes. Pick lots, schedule trades with your broker connection, or export a ticket list if you trade elsewhere. You can attach notes to decisions so future-you remembers the “why” behind each move.

When planning, use the built-in scenarios to pressure-test choices before you act. Adjust savings rate, contribution dates, and withdrawal plans; compare outcomes across interest-rate paths, inflation spikes, or job-loss periods. The forecasting engine translates those inputs into probability bands and goal completion estimates you can understand at a glance. If the plan falls short, the tool suggests concrete next steps—raise contributions, reduce risk, or delay a purchase—then converts your pick into a task with reminders and progress tracking.

Special assets get first-class treatment. Connect on-chain wallets to view token holdings, staking rewards, and stablecoin yields alongside stocks and funds, with exposure limits you can enforce. For real estate, track mortgages, rent, expenses, and vacancy; see cap rate, cash-on-cash returns, and refinance break-even dates. Global Predictions also simplifies 401(k) checkups: verify fund lineups, catch-up contributions, and glide-path shifts once per quarter. Share a read-only summary with a spouse or advisor, and export clean reports for taxes or investment committee reviews.

Review Summary

Features

  • All-in-one account linking: brokerages, 401(k)/IRA, banks, crypto wallets, real estate
  • Automated classification with custom tags and rules
  • Goal-based planning with risk preferences and guardrails
  • Drift, drawdown, and volatility alerts
  • Smart rebalancing with trade-ready checklists and tax notes
  • Lot selection, tax-loss harvesting insights, and wash-sale checks
  • Performance tracking vs. goals, dividend and interest calendar
  • Scenario testing with adjustable savings, withdrawals, and timelines
  • Data-driven forecasts with probability ranges and goal completion metrics
  • Crypto tracking: on-chain balances, staking rewards, exposure limits
  • Real estate analytics: cap rate, cash-on-cash, LTV, amortization, refi break-evens
  • 401(k) review tools for fund lineups and contribution optimization
  • Collaboration: share read-only views, export PDF/CSV reports
  • Secure connections with read-only keys and two-factor authentication

How It’s Used

  • Consolidate scattered accounts and create a target mix in under 30 minutes
  • Run a weekly check for drift and generate a rebalancing trade list
  • Plan retirement contributions and test income withdrawals before committing
  • Evaluate a rental property purchase with cap rate and cash flow projections
  • Track crypto exposure, staking yields, and set alerts for risk limits
  • Identify and execute tax-loss harvesting opportunities during market dips
  • Stress-test your allocation for rate hikes, recessions, or inflation spikes
  • Share a snapshot with your advisor and export clean data for taxes

Plans & Pricing

Portfoliopilot

Free

Automated portfolio improvement suggestions
Manage unlimited draft portfolios
Securely connect multiple investment accounts
Portfolio concentration visualization
Personalized email alerts
Economy exploration & explanations

Portfolio Pro

$400.00 per month

$400 per month per seat
Automated portfolio improvement suggestions
Manage unlimited model portfolios
Priority support connecting client accounts
Portfolio concentration visualization
Personalized email alerts
Tax-loss harvesting
Report generation for distribution
Economy scenario modeling

Economy Explorer

Custom

Full data access to 150,000+ time series
Relationship mapping of influential economic drivers
Economic anomaly detection
Downturn predictions
Customizable dashboard of indicators

Gp API

Custom

Fully featured REST API
Data access to 150,000+ time series
Relationship mapping of influential drivers
Economic anomaly detection
Portfolio management and forecastsed performance

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