AI Integrated Natal Chart Portfolio Construction Workflow

Natal Chart-Based Portfolio Construction

1. Client Onboarding

1.1 Initial Consultation

Engage with the client to understand their financial goals, risk tolerance, and investment preferences.

1.2 Data Collection

Gather necessary personal information, including birth date, time, and location to create the natal chart.

2. Natal Chart Analysis

2.1 Chart Generation

Utilize AI-driven astrology tools such as AstroSeek or Astro.com to generate the natal chart.

2.2 Interpretation of Chart

Employ AI algorithms to analyze the natal chart, identifying key planetary placements and aspects relevant to financial decision-making.

3. Financial Personality Assessment

3.1 Risk Profile Analysis

Use AI tools like Riskalyze to correlate astrological insights with the client’s risk profile.

3.2 Behavioral Finance Insights

Leverage AI analytics to assess how astrological factors influence the client’s financial behaviors and tendencies.

4. Portfolio Construction

4.1 Asset Allocation Strategy

Based on the insights gained, develop a tailored asset allocation strategy that aligns with the client’s astrological profile.

4.2 AI-Driven Investment Tools

Integrate AI investment platforms such as Wealthfront or Betterment to automate portfolio management and rebalancing.

5. Implementation and Monitoring

5.1 Portfolio Implementation

Execute the investment strategy through selected financial instruments, ensuring alignment with the natal chart insights.

5.2 Performance Tracking

Utilize AI analytics tools like Morningstar or FactSet to continuously monitor portfolio performance against astrological indicators.

6. Client Review and Adjustment

6.1 Regular Check-Ins

Schedule periodic reviews with the client to assess portfolio performance and make adjustments based on changing astrological influences.

6.2 Continuous Learning

Incorporate ongoing AI learning to refine the portfolio strategy, adapting to new financial trends and astrological shifts.