Tell us your financial background, investment horizon, and risk appetite. Our AI model analyses your profile in seconds and delivers a personalised allocation strategy designed to help you reach your goals.
Four simple steps from your answers to a personalised allocation strategy.
Share your age, income bracket, savings rate, and existing investments in under two minutes.
Define your investment horizon and select your comfort level with market volatility and drawdown.
Our model scores your profile against historical asset-class performance and modern portfolio theory.
Receive a personalised allocation across equities, bonds, alternatives, and cash with clear rationale.
The AI selects from a range of personalised allocations — below are three illustrative anchors.
Capital preservation with modest growth. Weighted toward fixed income and stable assets. Suited for shorter horizons or low volatility tolerance.
Growth-oriented with downside buffers. Balanced between equities and bonds. Suited for medium horizons with moderate volatility tolerance.
Maximum long-term growth. Heavy equity weight with tactical alternatives. Suited for long horizons with high volatility tolerance.
The same quantitative thinking that powers OptionEdge AI trade ideas applied to your personal portfolio.
Your allocation is computed from your specific answers — not a pre-set risk bucket. Two people with similar risk tolerance but different horizons will receive different strategies.
The model weights downside risk explicitly, not just expected returns. Every allocation is stress-tested against historical drawdown scenarios before being surfaced to you.
No waiting for an advisor call. Answer eight questions and your allocation appears immediately with a full breakdown of the reasoning behind each weighting.
Equities, bonds, alternative investments, and cash — the model allocates across all four to optimise for your goal, not just maximise equity exposure.
No sign-up, no email required. The allocation tool is a free resource from OptionEdge AI — available to every investor regardless of membership level.
Markets shift. Goals change. Run a fresh allocation whenever your situation evolves — compare results side-by-side to see how your strategy should adapt.
Eight questions. One clear strategy. No jargon, no sales pitch — just a data-driven allocation built specifically around your financial profile.