Allocator Agent

Portfolio construction & risk

Allocator Agent brings C8's portfolio-construction engine into your AI. Name the funds you are considering - tickers, ISINs or fund names; their daily history comes from C8's market data - or give it your own return or NAV series, and it computes what the target allocation should be under the constraints you set: per-asset bounds, asset-class bands, a maximum drawdown limit (conditional drawdown at risk, 99%), a turnover cap from your current weights, and a minimum or maximum number of holdings.

What you can ask

Build a risk parity portfolio from VWRL.LSE, AGGG.LSE and IGLN.LSE in GBP.
Example path

MCP connector

Server URL: https://api.c8-technologies.com/allocator/mcp
Login: OAuth

Tools

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Skills

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