FAQs
Visited the Connected Accounts tab to add an account. You will be prompted to search for an institution.
Follow these steps:
- Search for TD Ameritrade and select the service your investments are in.
- Enter your TD Ameritrade username and password
- Log in to sync your investments with our portfolio management tool.

If you have any questions, we encourage you to reach out to support@globalpredictions.com.
Start by visiting this page to connect your portfolio. After clicking ‘Connect Account’, you will be prompted to search for your banking institution.
Next, follow these steps:
- Search for Fidelity and select the correct account you invest in.
- Enter your Fidelity username and password
- After logging in, your investments will be synced with our portfolio management system.

If you have any questions, reach out to us at support@globalpredictions.com.
Charles Schwab requires users to disable two factor authentication to connect to third-party services. Unfortunately, this is a limitation we cannot work around.
If you have any questions, we encourage you to reach out to support@globalpredictions.com.
In order to connect your Interactive Brokers portfolio, you will first need to activate third-party services in your Interactive Brokers account.
In Interactive Brokers, follow steps below:
- Click Settings > Account Settings > Reporting > Third-Party Services.
- Next, click the gear icon.
- Activate any of the services to receive a token and query ID.
In Global Predictions
- Visit this page in our Portfolio Management system.
- Click ‘Add Account’.
- Select Interactive Brokers.
- Login to your account.
- Enter the token and query ID you received to import your portfolio.
If you have any questions, please reach out to us at support@globalpredictions.com.
When you connect your investment accounts, we compile an aggregated view of your investments and start looking for patterns and opportunities for diversification aligned with your stated investment objectives. We do not have a model portfolio we’re trying to align you with, nor do we have a relationship with the managers of any of the ETFs or mutual funds we might recommend as part of an investment strategy. Your investments and preferences are used solely for the purpose of generating tailored, timely insights to align your goals with what’s in your portfolio and what's happening in the economy.
Global Predictions provides you with many avenues to improve your Portfolio Score (our intelligent analysis of your portfolio).
For automatic, personalized improvements visit the Recommendation page. The system points out suggested improvements, lowest performers, and ETFs to increase returns and improve diversification. With a click of a button, you can understand how these recommendations will impact your portfolio.
When seeking insights to improve your portfolio, you have many options:
- Global Predictions simulations provide insight into how an investor’s portfolio would have performed during major economic events, such as the Dot-Com/Tech Bubble. The tool demonstrates portfolio performance, recovery time, comparable data, and portfolio performance for the next few years after the economic event.

- In the Overview page, you can see the expected performance of your entire portfolio over the next 6 months. The portal also provides you with a variety of exposure profiles.

- Our system calculates a correlation matrix between all of your investments, helping investors determine if they should diversify any individual holdings to decrease correlation and increase their Downside Protection score.

Global Predictions PortfolioPilot has a multitude of other features. We highly recommend you explore the product to increase returns and decrease risk. If you have any questions, we encourage you to reach out to support@globalpredictions.com.
Global Predictions is serious about security. We are Norton certified to ensure our user’s data is secure. We do not store any bank information or login details and do not have access to change/modify any your investments - you are always in control.
To import your portfolio, we use Plaid, a product used by over 10 million users worldwide to connect to more than 200 million accounts. Learn more about how Plaid keeps your data secure.
Global Predictions PortfolioPilot has three main sources of input: 1) our models & economic data, 2) your existing investments, and 3) information you have shared about your risk appetite and investing preferences. That means that by linking your existing investment account(s), we can personalize recommendations to align your preferences with specific changes to your portfolio. Remember, Global Predictions has read-only access to your investment accounts and cannot make changes on your behalf. Only you can make real trades within your portfolio.
After signing up for an account, you will be prompted to connect your portfolio during the onboarding. You can also add as many accounts as needed here.
You can choose to upload your investment portfolio in three ways: 1) syncing your investment accounts, 2) manually adding your securities, or 3) uploading investments by csv. We recommend syncing your accounts to maximize use of our system and make it easy to get regular updates, but the other methods are quite easy to use as well.
After clicking the link above, you can select ‘Add Account’ to import your first portfolio.
