AI-Finance Lab
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The lab
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04 · The lab
/ 05
Asset & Wealth
Your desk: About 15 client households and the portfolios behind them.
05.1
Portfolio management
Rebalancing
A rebalance list across all client accounts, with drift and tax cost per trade.
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Performance attribution
What drove the quarter's return, by asset class and by decision.
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Mandate monitoring
Every mandate checked against its limits, with breaches listed.
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05.2
Research
Research note
A research note that turns a 10-K into a view.
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Earnings call digest
A one-page digest of the earnings call: what management said, and dodged.
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Fund due diligence
A fund due diligence file with process, people and performance checked.
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05.3
Client advisory
Client review pack
A client review pack with the story of the year, not only the returns.
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Financial plan
A financial plan draft from the client's numbers and goals.
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Suitability file
A suitability file that documents why this portfolio fits this client.
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