Compliance at PortfolioPilot.com
At PortfolioPilot.com, we take compliance, accuracy, and security seriously. PortfolioPilot.com is offered by Global Predictions, Inc., an SEC-registered investment advisor (RIA). As a fiduciary, we are required to act in the best interest of our clients at all times.
Content Review & Fact-Checking
All articles, insights, and resources published on PortfolioPilot.com go through a review process to ensure accuracy and clarity. Our compliance team:
- Reviews educational content before publication.
- Fact-checks data and sources for reliability.
- Works to align communications with SEC marketing and advertising standards.
While no content can be guaranteed free of errors, we make every effort to present balanced, accurate, and transparent information.
SEC Marketing Standards
We adhere to SEC rules governing investment communications, including restrictions around:
- Avoiding unsubstantiated performance claims.
- Ensuring fair and balanced presentation of risks and opportunities.
- Making clear disclosures where necessary.
You can read more in our Disclosures.
Data Security & Privacy
We use bank-level security practices to protect client data, including:
- Encrypted in transit and at rest with 256-bit encryption.
- Two-factor authentication (2FA) for account access.
- Secure storage and access controls.
- Regular monitoring and compliance with industry standards.
For more details, see our dedicated Security page.
Fiduciary Responsibility
As an SEC-registered RIA, we are legally and ethically required to put our clients’ best interests first. We do not take commissions for recommending products, nor do we accept incentives that could create conflicts of interest.
Frequently Asked Questions
Do you guarantee investment performance?
How do you ensure your content is accurate?
Is my personal and financial information safe?
What does it mean that you’re a fiduciary?
How does the AI provide investment advice?
What services does PortfolioPilot offer?
Is PortfolioPilot free or paid?
How often do I get new recommendations?
Is PortfolioPilot the same as a robo-advisor?
Where can I find official disclosures?
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.
2. As of February 20, 2025
3. $30B Assets on Platform as of February 20, 2025. 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.
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.