Meeting the Mentor: Your Advisor

With your sword forged, you are no longer a bystander. But a sword is only as good as the warrior who wields it. To master your new tool, you need a mentor. In our world, that mentor is the Advisor.

Ask it about any portfolio you create. Think of it as your Gandalf or Obi-Wan Kenobi: a guide with deep knowledge that shows its working. Its portfolio summaries live in your Insights dashboard.

The Mentor's Tools:

• The Summary: It cuts through daily noise to summarize how your portfolio has performed and what drove it.
• The Ideas: It lists questions worth testing about your holdings, with the reasoning behind each. For example: "NVDA is now 35% of this portfolio; compare its volatility at a smaller weight." It never tells you what to buy or sell.
• The Risk Check: It measures risks you might not see, such as sensitivity to interest rates or holdings that tend to move together, and shows how it measured them.
• The Rebalancing View: It shows how far your weights have drifted from your targets and what a rebalance would change.

The Advisor is your research partner, not your decision-maker. Before any decision, check what it measured and the limits it states. Your first trial awaits.