Meet the New AI Wealth Wizard on Wall Street Survivor

Constructing a diversified portfolio simply obtained an entire lot simpler.

The brand new AI Wealth Wizard in Wall Road Survivor acts as a built-in portfolio assistant, serving to customers generate allocation concepts based mostly on threat tolerance, diversification targets, and earnings preferences.

Whether or not you’re working a classroom contest, managing a buying and selling competitors, or just exploring methods your self, the Wealth Wizard helps streamline portfolio building.

Step 1: Allow the Wealth Wizard When Creating Your Contest

When organising a brand new Inventory Sport, ensure to toggle:

Allow Wealth Wizard → Sure

You’ll be able to choose this throughout contest creation beneath your recreation setup settings.

You’ll be able to select both Categorical or Customized setup — simply make sure the Wealth Wizard is turned on earlier than launching the competition. As soon as enabled, individuals may have entry to the guided portfolio builder inside their buying and selling dashboard.

Step 2: Let the Wizard Information the Technique

As soon as enabled, customers can activate the AI Wealth Wizard from their dashboard and reply a brief sequence of guided prompts.

The Wizard asks questions resembling:

How a lot cash do you need to make investments right this moment?
What number of shares would you want to purchase?
What number of sectors would you prefer to diversify throughout?
Are there particular sectors you need to chubby?
What’s your threat stage (conservative, average, aggressive)?
Do you need to goal a selected dividend yield?

These questions encourage customers to assume deliberately about diversification, allocation, and threat administration earlier than putting trades.

Customized Portfolio Ideas

Primarily based on the chosen preferences, the Wealth Wizard filters shares and generates allocation recommendations aligned with the chosen technique.

Every suggestion contains:

Allocation proportion steering
Dividend info
A strategic clarification
A direct hyperlink to Analysis
A one-click choice to Commerce

This makes it straightforward for customers to maneuver from planning → analysis → execution seamlessly.

A Smarter Approach to Construct Portfolios

The AI Wealth Wizard doesn’t automate investing — it enhances decision-making.

It helps customers:

Construct diversified portfolios deliberately
Align allocations with threat tolerance
Discover income-focused or growth-focused methods
Shortly check totally different portfolio approaches

Whether or not you’re new to investing or refining a technique, the Wealth Wizard offers structured steering whereas holding you answerable for each commerce.