Portfolio Ideas

How the Intelligence Engine Works

Portfolio Ideas is a curated library of ready-made allocations (thematic baskets, income strategies, factor tilts and legendary-investor clones), each of which you can open for a full quantitative analysis (backtest, Monte Carlo, risk metrics) powered by the same engine as the Portfolio Generator.

Each idea carries a structural Quality Score (1–10) summarizing how the basket is built: breadth, concentration, ballast, and risk posture. It is a construction checklist, not a performance prediction: a well-built basket can still perform poorly, and the full analysis view is where returns and risk are measured.

The Quality Score: Institutional-Grade Conviction Metrics

The Quality Score starts at a base of 3 and adds or subtracts points for how the basket is constructed:

• Breadth (up to +2): More holdings, more diversification: 8+ positions earn full marks; fewer than 3 earn none.
• Concentration (up to +2): Based on the largest single position. Baskets of individual stocks are held to tight thresholds (top holding ≤15% for full marks); baskets built entirely from broad-market ETFs get relaxed thresholds, since 50% in a total-market fund is not the same bet as 50% in one stock.
• Ballast (+1): At least one broad-market, bond, or defensive ETF in the mix.
• Risk posture (up to +1): Low-risk mandates score higher than aggressive ones.
• Single-theme penalty (−1.5): Thematic and crypto baskets concentrate on one narrative, so they are explicitly penalized: exposure to a single theme is a feature for conviction, but a weakness for construction quality.

A score of 8+ reads "High Conviction" (structurally sound), 6–8 "Medium", and below 6 "Speculative". The score deliberately ignores past returns: open any idea's full analysis for backtests, Monte Carlo ranges, and risk metrics.

SEC 13F Intelligence: Follow the Smart Money

Our Fund Manager database aggregates and analyzes 540 institutional 13F filers (the source list has 543 entries; entries for the same SEC filer are merged). These are the quarterly SEC disclosures that reveal what large institutional investors hold.

Each manager card shows the largest positions from that filer's 13F, one row per ticker: separate 13F lines for the same company (share classes, sub-managers) are combined, and the card's line count is the number of lines in the filing.

• Real Holdings Data: Positions and relative sizes taken from official SEC 13F filings, not estimates or guesses. Weights are each position's share of the top holdings shown.
• Timing Awareness: 13F filings are due up to 45 days after each quarter ends, so the positions shown can be weeks to months old. Factor that into your analysis.
• One-Click Replication: See a hedge fund portfolio you like? Hit "Build" to instantly replicate it in our Portfolio Generator with your own capital allocation.

The Complete Portfolio Intelligence Pipeline

Ideas → Generator → Visualizer forms a vertically integrated portfolio construction workflow, from discovery to deployment in under 60 seconds:

• 1. Ideas (You Are Here): AI-curated strategies, institutional 13F intelligence, and multi-factor quality scoring, your research command center.
• 2. Generator: Customize any strategy with real-time rebalancing: swap holdings, adjust weights, add constraints, and instantly rebuild with live market data.
• 3. Visualizer: Full Monte Carlo simulation (1,500 paths), historical backtest with benchmark overlay, correlation heat mapping, and crisis stress-testing, institutional analytics without the institutional price tag.

Click "Build in Generator" or "Analyze in Visualizer" from any detail view to hand off your selected idea with zero manual re-entry. Every holding and weight transfers automatically.