Model portfolios and analytical tools for investment research and planning.
Cali Advisory provides documented portfolio models, risk frameworks, and analytical tooling designed to support research, evaluation, and planning across traditional and digital assets.
Built for analysts, investment teams, and institutions that require transparency, documentation, and control — without execution or advisory engagement.
Informational and planning tools only.
Investment teams and committees need clarity into portfolio structure, risk assumptions, and allocation logic. This module provides model portfolios, analytical tools, and methodology documentation to support internal evaluation and planning workflows.
- Enables transparent, reviewable portfolio construction
- Supports committee and governance review processes
- Provides documented methodology for audit and compliance
- Model portfolio library with defined risk bands and assumptions
- Allocation logic and portfolio composition views
- Portfolio diagnostics (drift, concentration, exposure)
- Monitoring and lifecycle views for portfolio tracking
- Scenario and stress analysis tools
- Methodology and policy documentation for review and audit
An investment committee needs to evaluate portfolio structure for a client profile. This module generates model portfolios based on defined risk bands, shows allocation logic and assumptions, and provides scenario analysis. The committee reviews the methodology documentation, evaluates trade-offs, and uses the outputs for internal planning and research.
- Generates model portfolios using defined risk bands, assumptions, and allocation logic.
- Provides portfolio composition views showing sleeves, weights, and instrument-level mappings.
- Enables scenario analysis and stress testing under different market conditions.
- Tracks portfolio drift and concentration metrics for monitoring workflows.
- Documents methodology, policy versions, and change history for audit and review.
- Investment analysts and research teams
- RIAs and family offices evaluating portfolio models
- Investment committees and governance teams
- Fintech teams building portfolio research tools
- Institutions requiring documented, auditable portfolio frameworks
Cali Advisory is built on documented methodology, transparent assumptions, and versioned policy frameworks. Every model portfolio output includes clear documentation of risk bands, allocation logic, and policy versions.
- Versioned policy frameworks with documented assumptions and constraints.
- Transparent risk band definitions and allocation logic for review.
- Change history and model versioning for audit and governance.
- Methodology documentation suitable for committee and supervisory review.
All outputs are deterministic, repeatable, and documented. Users select models and assumptions; outputs are illustrative and designed for research and planning workflows. Outputs are designed to be reviewed, challenged, versioned, and reused — not accepted blindly.
This module provides portfolio monitoring, diagnostics, and reporting tools designed for internal evaluation and planning. Examples include:
- Drift analysis comparing current holdings to target model portfolios.
- Concentration and exposure diagnostics for risk review.
- Audit-friendly reporting outputs with documented assumptions and methodology.
- PDF and CSV exports for internal review and committee presentations.
Monitoring tools are designed to support internal workflows and research—not execution, personalization, or advisory engagement. All outputs are informational and planning tools only.
Cali Advisory is a specialized module within the Cali platform, focused on portfolio research and analytical tools. It operates independently while sharing the same infrastructure, documentation standards, and governance approach as other Cali modules.
- Model portfolios and analytical tools for research and planning workflows.
- Methodology and policy documentation for committee and governance review.
- Monitoring and reporting tools for internal evaluation and audit.
Cali Advisory is designed for professional and institutional use, providing model portfolios and analytical tools for informational and planning purposes only.
Model portfolios and analytical tools for investment research.
Cali Advisory provides documented portfolio models, risk frameworks, and analytical tooling designed to support research, evaluation, and planning workflows.