Configuration · Constraints Rebalance · Proposed trades AI Assistant · Backtest impact
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Features
Analytics
Holdings & Rebalance
Attribution
Configuration

Adjust constraints

Move a single rule and watch the proposed rebalance update.
Single-name max Cap on any single holding's weight
8.0%
Annual turnover limit Bound on portfolio churn per year
25%
Factor tilt Bias AI toward a chosen factor
Value
Momentum
Quality
+0.5σ
Generate rebalance →

Proposed trades

8 names · turnover 5.7%
✓ Constraints met
5.7% turnover · within limit
Tracking error 5.2%
HoldingCurrentProposedΔ
Apple Inc.10.84%8.00%−2.84%
Microsoft9.96%8.00%−1.96%
Taiwan Semi9.86%8.00%−1.86%
Broadcom8.94%8.00%−0.94%
NVIDIA8.70%8.00%−0.70%
ASML3.33%5.50%+2.17%
Applied Materials3.11%5.00%+1.89%
QUALCOMM3.09%4.50%+1.41%
⚡ AutoCIO AI · Configuration impact
What happens to my portfolio if I cap each holding at 8%?
AutoCIO response
→
8 trades generated · top 5 trimmed to 8%, freed weight redistributed to smaller positions.
→
Concentration risk down · top-5 share falls from 48% to 40%.
→
Tracking error 5.2% (from 6.4%) · turnover 5.7%, well inside the limit.
→
Backtest 1Y: portfolio +32.4% vs +33.6% original — similar return, lower concentration.