June 24, 2024

Tutorial: Using the Easy Portfolio Upload

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.

There are three ways to import accounts to your investment portfolio:

1. Connect your brokerage account

2. Easy Portfolio Upload

3. Manual input

In this tutorial, we’ll demonstrate the quick and easy Easy Portfolio Upload, a way to add your whole portfolio from your brokerage in a few steps.

Why import your portfolio using Easy Portfolio Upload?

For the better experience in using PortfolioPilot to help improve your portfolio, we recommend linking your brokerage account using a secure partner. A brokerage account connection allows our platform to interact with your portfolio with the most fidelity. Some things an account connection allows are to automatically resync your portfolio to keep up-to-date with off-platform portfolio changes, analyze your transaction history to understand tax implications, and minimize manual user work. All of this will likely improve your user experience and increase the accuracy of the system's recommendations.

Some reasons for using the Easy Portfolio Upload feature include:

Your brokerage is facing issues, is down for maintenance, or is otherwise inaccessible.
Our partners do not support your brokerage (please email us at support@portfoliopilot.com and we can look into including your brokerage).
You are facing account connection issues and would like a short-term solution.
You are concerned about account security.

Note: To help alleviate security concerns, PortfolioPilot only has read-access to your brokerage account, so we can never execute any transactions. Additionally, we use trusted industry partners like Plaid (used by tens of millions of users globally) to access your portfolio, so our system never has direct access to your brokerage account. All of our user data is stored using 256-bit encryption (plus other bank-level security measures). However, we understand that some users would like to maintain security for peace of mind and we provide the Easy Portfolio Upload feature for them.

Importing your portfolio

Navigate to the Net Worth page by clicking on the ‘Connected accounts’ button on the side navigation bar

Click *Add Account* within the Securities section

Navigate to your brokerage website. Then, scroll over and highlight all the securities on your brokerage’s overview page to select. Copy these to your computer’s clipboard.

Paste the selected data into the *Easy Portfolio Upload* text field and click *Import data*.

Confirm the accuracy of imported data. If there are any errors, you can manually adjust holdings to reflect your portfolio or provide parsing feedback and rerun the tool.

The *Parsing Feedback* AI tool can be very helpful when you must make the same change to several securities.

Once you’ve confirmed the accuracy of your portfolio, give the account a nickname and set its properties. Your account has now been uploaded to PortfolioPilot!

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
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2. As of July 14, 2024
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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.