Examples
Sample portfolios and allocation starting points you can use right away.
| Example | Use case | Start |
|---|---|---|
| Core Balanced | Blend equities and bonds with moderate risk. | Open Allocation |
| Growth Tilt | Equity-heavy mix for higher expected return. | Open Allocation |
| Defensive Mix | Lower volatility with higher-quality holdings. | Open Allocation |
Sample Portfolio File
Download a starter JSON and upload it during the allocation workflow.
Download Sample JSON