Who should use the Manage investment portfolios workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Finance & Legal
Practical execution plan for manage investment portfolios with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
Actionable insights and updated portfolio strategy documented in a report.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
Actionable insights and updated portfolio strategy documented in a report.
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use Workday Adaptive Planning to a clear investment policy statement (ips) that guides all portfolio decisions. Then, you pass the output to Macroaxis to a target asset allocation with specific percentage weights for each class. Then, you pass the output to Bloomberg Terminal to a fully invested portfolio with specific tickers and quantities. Then, you pass the output to Ally Invest to portfolio weights consistently within tolerance bands, aligned with the ips. Then, you pass the output to Composer Bot to a validated strategy with performance statistics and risk metrics. Finally, FactSet is used to actionable insights and updated portfolio strategy documented in a report.
Define Investment Objectives and Constraints
A clear investment policy statement (IPS) that guides all portfolio decisions.
Design Strategic Asset Allocation
A target asset allocation with specific percentage weights for each class.
Select Individual Securities or Funds
A fully invested portfolio with specific tickers and quantities.
Monitor and Rebalance Portfolio
Portfolio weights consistently within tolerance bands, aligned with the IPS.
Backtest Trading Strategies (Optional)
A validated strategy with performance statistics and risk metrics.
Generate Performance Reports and Adjust
Actionable insights and updated portfolio strategy documented in a report.
Start by clarifying the client's or your own financial goals, risk tolerance, time horizon, and liquidity needs. This foundational step ensures all subsequent decisions align with the investor's unique situation.
Why Workday Adaptive Planning: Workday Adaptive Planning is a financial planning software that supports data aggregation and scenario modeling for defining investment objectives and constraints.
Determine the optimal mix of asset classes (e.g., stocks, bonds, real estate, cash) that balances risk and return per the IPS. Use historical data and forward-looking assumptions to model efficient portfolios.
Why Macroaxis: Macroaxis provides optimal asset allocation and asset correlation analysis, directly supporting strategic asset allocation design.
Populate each asset class with specific investments (stocks, ETFs, mutual funds) that align with the allocation and investment philosophy. Prioritize low costs, liquidity, and tax efficiency.
Why Bloomberg Terminal: Bloomberg Terminal provides real-time market monitoring and quantitative modeling for selecting individual securities or funds.
Track actual asset weights against targets and execute trades to restore balance when deviations exceed a threshold (e.g., 5% absolute). This maintains risk profile and captures gains from overperformers.
Why Ally Invest: Ally Invest provides automated portfolio rebalancing and real-time technical analysis for monitoring and rebalancing.
If you plan to use active strategies (e.g., tactical shifts, factor timing), simulate their historical performance to evaluate viability. This step is optional for purely passive portfolios.
Why Composer Bot: Composer Bot offers portfolio backtesting and dynamic rebalancing, directly supporting strategy backtesting.
Periodically produce reports that compare portfolio returns to benchmarks and the IPS goals. Use insights to refine asset allocation, rebalancing rules, or security selection.
Why FactSet: FactSet provides portfolio attribution and quantitative research for generating performance reports and adjustments.
§ Before you start
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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