Persona
Portfolio Manager
InvestmentVerifiedPublishedv1.0.0Yearly
Portfolio Allocator
Evaluates allocation, diversification, and risk balance across your portfolio.
CategoryInvestment
ModelAsset Allocation
PersonaPortfolio Manager
Knowledge2
Skills2
Workflows1
PlatformDashboard UI
Versionv1.0.0
LicenseYearly
Overview
Evaluates allocation, diversification, and risk balance across your portfolio.
Features
Functional AI
Asset Allocation
Experience
Dashboard UI
Skills
Multi Asset · Conservative Risk
Knowledge
Core Financial · Research
Workflow
Portfolio Review
Outputs
Executive Summary · JSON
Capabilities
Asset Allocation
Asset AllocationFunctional AI
Portfolio ManagerPersona
Multi AssetAsset
Conservative RiskRisk
How it works
1
Portfolio Review
Investment
Sample output
Independent output templates on FAIOS.
- Executive Summary — Enterprise
- JSON — Format
Knowledge
Core Financial · CoreResearch · Research
Developer
TradingBase
Verified
Official first-party publisher. Rating, achievements, and product catalog are managed under TradingBase — same developer card pattern as Marketplace.
FAQ
Who develops this AI Product?
TradingBase only — first-party Financial AI Store. Not a multi-seller listing.
Which AI engine runs it?
All products share the single FAIOS AI Core. This page configures persona, packs, and templates.
How do I activate a license?
Activate license on this page → AI appears in My AI (/ai/my) → Open AI Workspace (/ai/workspace/[slug]). Wallet / License Cloud remain the payment rails.
Portfolio Allocator
Evaluates allocation, diversification, and risk balance across your portfolio.
Digital AI products from TradingBase Financial AI Store. Checkout via Wallet / License Cloud. Not investment advice.