Allocator Agent

Allocator Agent brings C8's portfolio-construction engine into ChatGPT. Name the funds you are considering - tickers, ISINs or fund names; their daily history comes from C8's market data - or give it your own return or NAV series, and it computes what the target allocation should be under the constraints you set: per-asset bounds, asset-class bands, a maximum drawdown limit (conditional drawdown at risk, 99%), a turnover cap from your current weights, and a minimum or maximum number of holdings.

What you can do:

• Build a model portfolio with one of fourteen construction methods, from inverse volatility and risk parity to constrained mean-variance and tactical allocation, and see which constraints bind.
• Compare two to five set-ups side by side: what a drawdown cap costs in volatility, what a band changes, what a different method would have held.
• Turn a target into a trade list from your current holdings, within a turnover limit.
• Decompose a portfolio's risk: each holding's contribution, the same by asset class, the gap to your risk budgets, drawdown and concentration.
• Evaluate performance over a period, or run a walk-forward backtest in which the portfolio is rebuilt at each date from the data available on that date only.

Every figure states its source - C8's validated engine, or arithmetic on top of it - and its basis. If a constraint set cannot be met, the answer says so and how close the engine got.

Allocator Agent is decision support for asset managers, wealth managers and investment teams. It works on public price history and the data you provide: it does not give personal investment advice, forecast returns, execute trades or hold client funds. Uploaded series and results are kept for 24 hours so that follow-up questions work, then deleted; holdings quantities and portfolio values are never stored.

No tool changes or deletes your data; results are kept for 24 hours as described above. Requires a C8 Allocator Agent account. You connect with your account email and a one-time code; no API keys.