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Autonomous Wealth Management

AI-driven portfolio optimization and hyper-personalized recommendations

Total Assets Under Management
$134,203,213.19
Across 30 portfolios
Average YTD Return
11.46%
Year-to-date performance
AI Optimization Score
94
Autonomous rebalancing active
Performance by Risk Category
Portfolio returns segmented by risk profile
Autonomous Agent Recommendations
Real-time portfolio optimization suggestions

Tax-Loss Harvesting Opportunity

Identified $127,000 in potential tax savings across 8 portfolios through strategic loss harvesting.

Confidence: 96%Impact: HighActionable

Rebalancing Alert

12 portfolios have drifted beyond target allocation thresholds. Autonomous rebalancing recommended to maintain risk profiles.

Confidence: 99%Impact: MediumActionable

Alternative Investment Opportunity

Wealth segment customers showing strong appetite for private equity. Recommend increasing alternatives allocation from 5% to 12%.

Confidence: 87%Impact: HighStrategic
Portfolio Overview
All managed portfolios with performance metrics
Balanced Portfolio
Customer ID: CUST1768579460163000351
Cash: 13%Stocks: 54%Bonds: 36%Alternatives: -3%
$4,968,232.63
4.38%
Risk Score: 57
Growth Portfolio
Customer ID: CUST1768579460161000117
Cash: 15%Stocks: 77%Bonds: 10%Alternatives: -2%
$4,963,985.77
19.95%
Risk Score: 78
Retirement Portfolio
Customer ID: CUST1768579460162000228
Cash: 18%Stocks: 56%Bonds: 34%Alternatives: -8%
$4,933,693.28
5.06%
Risk Score: 51
Aggressive Growth
Customer ID: CUST1768579460163000423
Cash: 14%Stocks: 60%Bonds: 14%Alternatives: 12%
$4,854,719.14
19.54%
Risk Score: 83
Income Portfolio
Customer ID: CUST1768579460161000090
Cash: 15%Stocks: 42%Bonds: 39%Alternatives: 4%
$4,812,401.09
16.74%
Risk Score: 64
Retirement Portfolio
Customer ID: CUST1768579460163000429
Cash: 20%Stocks: 46%Bonds: 33%Alternatives: 1%
$4,795,083.54
12.57%
Risk Score: 69
Aggressive Growth
Customer ID: CUST1768579460162000177
Cash: 12%Stocks: 58%Bonds: 36%Alternatives: -6%
$4,774,317.27
10.19%
Risk Score: 64
Retirement Portfolio
Customer ID: CUST1768579460162000186
Cash: 15%Stocks: 58%Bonds: 40%Alternatives: -13%
$4,721,429.24
19.30%
Risk Score: 61
Growth Portfolio
Customer ID: CUST1768579460161000078
Cash: 20%Stocks: 47%Bonds: 31%Alternatives: 2%
$4,698,162.77
8.78%
Risk Score: 45
Income Portfolio
Customer ID: CUST1768579460162000285
Cash: 9%Stocks: 69%Bonds: 15%Alternatives: 7%
$4,622,757.28
19.00%
Risk Score: 78
Growth Portfolio
Customer ID: CUST1768579460163000396
Cash: 14%Stocks: 63%Bonds: 12%Alternatives: 11%
$4,622,231.5
17.85%
Risk Score: 87
Growth Portfolio
Customer ID: CUST1768579460162000171
Cash: 35%Stocks: 22%Bonds: 40%Alternatives: 3%
$4,543,760.61
11.89%
Risk Score: 29
Aggressive Growth
Customer ID: CUST1768579460160000006
Cash: 18%Stocks: 41%Bonds: 35%Alternatives: 6%
$4,462,502.99
5.48%
Risk Score: 51
Retirement Portfolio
Customer ID: CUST1768579460161000069
Cash: 10%Stocks: 54%Bonds: 33%Alternatives: 3%
$4,390,590.73
7.50%
Risk Score: 45
Growth Portfolio
Customer ID: CUST1768579460162000294
Cash: 13%Stocks: 77%Bonds: 20%Alternatives: -10%
$4,388,640.89
17.35%
Risk Score: 81
Balanced Portfolio
Customer ID: CUST1768579460163000384
Cash: 38%Stocks: 27%Bonds: 44%Alternatives: -9%
$4,382,848.28
10.97%
Risk Score: 21
Aggressive Growth
Customer ID: CUST1768579460162000330
Cash: 14%Stocks: 51%Bonds: 34%Alternatives: 1%
$4,355,167.88
9.17%
Risk Score: 47
Aggressive Growth
Customer ID: CUST1768579460163000342
Cash: 21%Stocks: 16%Bonds: 47%Alternatives: 16%
$4,348,522.03
4.28%
Risk Score: 21
Balanced Portfolio
Customer ID: CUST1768579460161000036
Cash: 8%Stocks: 63%Bonds: 18%Alternatives: 11%
$4,348,267.94
19.53%
Risk Score: 79
Retirement Portfolio
Customer ID: CUST1768579460163000441
Cash: 15%Stocks: 57%Bonds: 31%Alternatives: -3%
$4,330,938.85
11.08%
Risk Score: 41
Income Portfolio
Customer ID: CUST1768579460162000198
Cash: 15%Stocks: 50%Bonds: 35%Alternatives: 0%
$4,319,131.73
9.66%
Risk Score: 40
Aggressive Growth
Customer ID: CUST1768579460163000363
Cash: 38%Stocks: 17%Bonds: 57%Alternatives: -12%
$4,298,583.42
6.40%
Risk Score: 22
Retirement Portfolio
Customer ID: CUST1768579460162000312
Cash: 38%Stocks: 29%Bonds: 51%Alternatives: -18%
$4,288,353.92
8.37%
Risk Score: 35
Retirement Portfolio
Customer ID: CUST1768579460163000348
Cash: 6%Stocks: 60%Bonds: 16%Alternatives: 18%
$4,252,627.86
11.51%
Risk Score: 75
Balanced Portfolio
Customer ID: CUST1768579460161000045
Cash: 12%Stocks: 69%Bonds: 20%Alternatives: -1%
$4,191,811.65
12.76%
Risk Score: 85
Balanced Portfolio
Customer ID: CUST1768579460162000246
Cash: 18%Stocks: 41%Bonds: 32%Alternatives: 9%
$4,182,346.28
8.24%
Risk Score: 56
Balanced Portfolio
Customer ID: CUST1768579460163000435
Cash: 13%Stocks: 69%Bonds: 19%Alternatives: -1%
$4,119,056.63
10.71%
Risk Score: 74
Balanced Portfolio
Customer ID: CUST1768579460162000240
Cash: 33%Stocks: 17%Bonds: 43%Alternatives: 7%
$4,098,810.83
10.67%
Risk Score: 21
Aggressive Growth
Customer ID: CUST1768579460161000135
Cash: 13%Stocks: 49%Bonds: 32%Alternatives: 6%
$4,072,774.36
5.70%
Risk Score: 58
Retirement Portfolio
Customer ID: CUST1768579460162000180
Cash: 12%Stocks: 78%Bonds: 14%Alternatives: -4%
$4,061,462.8
9.09%
Risk Score: 78