investment-proposal

To generate a tax-aware investment proposal, input current household holdings, risk limits, and stated objectives. The skill analyzes this data to produce recommended trades with tax considerations and a before-and-after risk assessment.

Asset allocation drift analysis identifies when your current portfolio deviates from target allocations. You need it to suggest rebalancing trades that realign investments with your original risk limits and stated objectives.

Risk management integration ensures proposed investment changes align with defined risk limits, such as an ES constraint under 2.5%. It assesses portfolio risk exposure before and after recommended trades to maintain acceptable risk levels.

Yes, you can incorporate tax-loss harvesting opportunities during portfolio rebalancing. The proposal generation process identifies these opportunities to offset capital gains while adjusting asset allocation and maintaining target risk limits.

Yes, macro market intelligence is integrated into personalized asset allocation recommendations. It provides essential economic context that informs proposed trades, risk assessment, and overall portfolio strategy alongside household financial data.

The best way to assess portfolio risk before and after proposed changes is through integrated portfolio analytics. This process evaluates allocation drift and risk limits, generating a comparative risk assessment for all recommended trades.