Capital allocation across sleeves
multi-sleeve tier
plan —
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Loading active allocation…
flow:
CapitalAllocationAgent
→
PM Agent (gate)
→
ComplianceAgent (allocator gate)
→
CapitalAllocationApprovalAgent
→
data/allocations/active.json
→
PortfolioConstructionAgent (per sleeve)
Rebalance pending PM approval
pipeline
DataAgent →
FeatureEngineering →
Research × 5 →
SignalAgent →
MetaAgent →
PortfolioOpt (cuFOLIO) →
Construction →
Compliance →
you
Loading current plan from cuFOLIO…
Cash weight
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cuFOLIO solve
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Orders
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Compliance
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Order preview (× to hold this name — no trade)
Side
Symbol
Δ shares
Target w
Px
Notional
Hold
loading orders…
The modal shows the full order plan, PM narration, market context, and a plan-aware chat. Approve/Reject/Override live inside — you can't approve without seeing the basket.
Top 3 positions vs portfolio
loading position #1…
loading position #2…
loading position #3…
Portfolio cumulative return live
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Efficient frontier cuFOLIO · live
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