IN PRACTICE
Getting started
with AutoCIO
Selected use cases showing how AutoCIO helps build, optimise, and manage portfolios.
Upload your portfolio.
See how AutoCIO would improve it.
Drag and drop your list of holdings by CSV, Excel, or through the AI Assistant. AutoCIO maps every holding to its asset universe, then runs an AI overlay on the same stock list with different weights, sharper risk-adjusted return.
“What does this portfolio look like under the AI overlay?”
WHAT YOU GAIN
- A side-by-side of the actual portfolio against an AI-overlayed version. Same names, redistributed weights, with full attribution and risk-return profile of both.
WHAT IT MEANS
- An AI-optimised rebalance ran in seconds, replacing days of manual portfolio analysis and adjustment.
Change the mandate.
View the results.
Change the rules in the portfolio configurator, from turnover and liquidity limits to factor tilts. Then run the next rebalance or test the changes across a full backtest. See the impact before you act.
“What happens if we cap technology exposure at 20%?"
WHAT YOU GAIN
- A rebalance showcasing the trades that the new rules would generate, with the option to backtest the altered parameters across the portfolio's history.
WHAT IT MEANS
- Each adjustment is tested against real constraints and shown with data so you can see the impact on risk, return, exposure and the next rebalance, all in the same view.
Diagnose the active risk.
Act on it.
See where the portfolio is tilted, and what’s driving active return. Style, industry, country, currency and stock-specific contributions are shown in one view, with key contributors named. The AI Assistant suggests what to trim, hold or adjust.
“Where's our active risk coming from, and where would we reduce it?”
WHAT YOU GAIN
- A full decomposition with the names doing the work in each direction, plus the AI's view on how to address the biggest detractors.
WHAT IT MEANS
- Performance reviews become actionable. The diagnostic feeds straight back into the configuration view and the next rebalance.
Ready when you are
Thirty minutes on a portfolio of your choice. No pre-work required.
Reschedule-friendly.