Advisor cockpit

Turn a client’s goals into a
defensible investment plan.

Capture the mandate once. OXAdvisor runs the capital-market assumptions, optimisation and stress tests, and returns an allocation you can put in front of a client in minutes — not a research cycle.

Client for the proposal header

Primary objective

Grow wealth Retirement Generate income Preserve capital Major purchase

Risk appetite

Conservative Balanced Growth Aggressive

Time horizon

10 yrs

Investable amount & monthly contribution

Target at horizon optional — powers the goal-probability gauge

Preferences & constraints

Sustainable / ESG Tax-efficient Keep liquidity Exclude crypto Income tilt

Mandate summary

ObjectiveGrow wealth

Risk profileBalanced

Horizon10 years

Starting capital$250,000

Contribution$2,000 / mo

Indicative shape

Equities · Fixed income · Real assets · Alternatives · Cash

Running the engine

Composing the portfolio…

Recommendation

Balanced Growth

Fit score —

Live · agent-managed

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Market regime

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Risk-offNeutralRisk-on

Trailing return

—

Target allocation

—

Growth assets

Forecast · 10-year horizon

Median outcome — Range (10th–90th pct) — Probability of hitting target —

Signals & drift monitor

—

Suggested instruments

Holding	Price	12-mo range	Weight

Blended expense ratio — · representative real holdings, example prices; 12-mo range is a model projection, not investment advice.

Why this plan

Concept demo. Figures are illustrative model output from capital-market assumptions and a Monte-Carlo projection — not a recommendation, forecast, or investment advice. In production this runs on your data feeds and product universe via an open quant engine (Fincept-based core), with your compliance rules and suitability checks applied.

Oxagile · OXAdvisor

Investment proposal

Prepared for
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Date
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Recommended strategy · —

Mandate

Target allocation

Projected outcome at horizon

Base-case median—

10–90 range—

Goal probability—