Personality API Use Cases:
Spark your Imagination with Sample Data
Personality API use cases created using the profile data of “Mary Butler”.
Community Builders excel at meeting people and promoting cooperation among groups of people.
Market Mood: Prefers slow and steady increases
Behavioral Biases: Risk Aversion, Instinctive
Automated Behavioral Management Tips:
Mary, remember that temporary increases or decreases will not have a big impact on your portfolio overtime. If you’d like to schedule an appointment, click here.
Client Risk: Risk group 2
Advisor Risk: Risk group 7
Client’s portfolio: Risk group 6
Measured compliance risk= HIGH
Mary’s Behavioral Portfolio (ideal portfolio based on personality):
Fixed Income Allocation: 80%
Domestic Bonds: 40%
International Bonds: 10%
Cash/ Deposits: 30%
Equity Allocation: 20%
Domestic Equity: 20%
International Equity: 0%
Alternative Investments: 0%
Total Asset Allocation: 100%