Behaviourally-aware Robo-Advisor Prototype
A behaviourally-aware robo-advisor for engaged millennial investors. Build a portfolio, then switch to the rebalancing view to see how we'd nudge you away from familiarity bias and concentration risk.
Prototype only: Numbers are illustrative.
Recommended/Available Stocks and ETFs21 stocks
Click a stock to add it to your portfolio. We’ll start with equal weights so you can focus on behaviour and diversification, and you can fine-tune weights in the middle panel.
Your portfolioNo positions yet
Start building your portfolio from the left panel. As you add familiar names, we'll show you how concentrated you're becoming and, in the rebalancing view, how a more diversified version might look.
Behavioural Insights
Portfolio Efficiency
A simple efficient frontier-style curve. Drag the slider to move along the risk spectrum. For the prototype, this gently shifts weight between Tech and non-Tech.
More defensiveMore growth
Current setting: Balanced
Filled dot = your current mixHollow dot = where RoboInsight would prefer you to sit
Start by adding 2–4 stocks you feel familiar with, then we’ll nudge you toward diversification.