Allocator Agent
by C8 Technologies Ireland
Portfolio construction for investment teams: target weights inside drawdown and turnover limits.
Allocator Agent brings C8 Technologies' portfolio-construction engine into Microsoft Teams, Microsoft 365 Copilot and Claude. Asset managers, wealth managers and investment teams name the funds they are considering - or upload their own return or NAV series - and ask in plain English what the target allocation should be under the constraints they set.
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, under per-asset bounds, asset-class bands, a maximum drawdown limit (conditional drawdown at risk, 99%), a turnover cap or a target volatility, 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 by holding and by asset class, with drawdown, concentration and foreign-currency exposure.
- Evaluate performance over a period, or run a walk-forward backtest that rebuilds the portfolio at each date from the data available on that date only.
How it works
Name the funds by ticker, ISIN or name - for example "Build a risk parity portfolio from VWRL.LSE, AGGG.LSE and IGLN.LSE in GBP" - and the agent loads their daily price history from C8's market data. For unlisted funds or in-house NAVs, ask for an upload link and upload a spreadsheet or CSV. Every figure states its source and basis; if a constraint set cannot be met, the answer says so and how close the engine got.
Subscription
Subscribe here for a one-month free trial. After you configure your account, add Allocator Agent in Teams or Microsoft 365 Copilot, or connect it in Claude, and sign in with the email you subscribed with.
Your data
- For named funds only the identifier is sent to our market-data provider.
- Holdings quantities and portfolio values are never stored. Results and uploaded files are kept for 24 hours so that follow-up questions work, then deleted.
Limitations
- Decision support only: no personal investment advice, return forecasts, trade execution or client funds.
- It does not monitor compliance or investment restrictions.
Help and support: c8-technologies.com/allocator-agent/support - support@c8-technologies.com. Your data stays private and is never used to train AI models.