Model portfolios and analytical tools for modern investment workflows

Cali Advisory is a rule-based advisory engine designed to sit alongside Cali's crypto intelligence platform. It focuses on:

• Translating onboarding answers into a documented risk band.
• Applying explicit crypto exposure limits based on familiarity and comfort.
• Constructing diversified sleeve allocations across cash, bonds, equities, real assets, and digital assets.
• Producing plain-language outputs suitable for notes, supervisory review, and client communication.

The goal is an engine that behaves like an Internet-only adviser: transparent, repeatable, and easy for compliance and supervisors to review.

Cali Advisory is meant to be used alongside the core Cali intelligence modules:

1. Start in Activity, Graph, OSINT, Balance, and Assets to understand flows, counterparties, and asset posture around a client or firm.
2. Use Cali Advisory (research) to draft plain-language narratives about exposures, behaviors, and scenarios for supervisory or committee review.
3. Explore Cali Advisory (investment) if you are designing an Internet Adviser or supervised portfolio program and want an AI-assisted advisory engine behind it.

The same risk vocabulary can show up in both investigations (what happened?) and advisory workflows (what's appropriate?).

For teams exploring a registered Internet Investment Adviser model, Cali Advisory provides a documented engine you can study, tune, and supervise:

• Suitability questionnaire mapped to a numeric score.
• Risk bands (Capital Preservation through Aggressive) based on that score.
• Band-aware crypto caps that are further limited by familiarity and comfort.
• Sleeve-based allocations that can be mapped to your firm's specific ETFs, funds, or separately managed models.

See Cali Advisory · Investment for the high-level engine design, and Portfolio Builder for a live walk-through.

Cali Advisory is being built with controls and documentation in mind from the start:

• A written advisory methodology describing scoring, bands, sleeves, and crypto caps.
• A dedicated ADV & disclosures page for firm-level documents and Form CRS once live.
• Log-friendly inputs and outputs that can be recorded in supervisory files.
• Clear separation between research prototypes and any eventual regulated advisory services.

Today, Cali Advisory is a design, research, and demonstration environment. Any future move into a registered adviser status would be supported by formal filings and updated disclosures.