Complete your partial portfolio

You have an exposure that you absolutely want in your portfolio. This could be your unvested stocks in your company or a thematic exposure that you are committed to. You can configure a partial portfolio and DAYOSS will propose completion portfolios that aim to increase the Suitability Score that given your risk and preferences might warrant your consideration and shows you their past performance and risk and reward.

How

To set up a Portfolio Completion click on Configure portfolio, add the assets or the themes you want to have in your portfolio, add their percentages and click on Compute. Because this is a Portfolio Completion, the percentages should not sum to 100%.

Output

You will get a series of 6 portfolios that include the following types: Complete, Sub & Complete, Re-Weight and New. The number of suggested portfolios for each of these types are based off of your configuration, as Re-Weight will trigger only when the Total % used is high, and in this case, the Re-Weight type will use the assets of the configuration only, re-weigh them, and make the portfolio whole. See Portfolio Basics to learn more about the output types.

Guide

Follow this guide to learn how to build configure a partial portfolio and have DAYOSS complete it: