Portfolio Discovery

Your investing personality

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Core portfolio

as of

Core / thematic split

Holding	Ticker	Weight

Thematic baskets

Your answers

Your personality in full

An illustrative model portfolio, not a recommendation. It is based on a short questionnaire, does not consider your full financial situation, and is not advice to buy or sell any security. Backtested/hypothetical results. Past performance is not indicative of future results.

Next step

Import this portfolio into Parallax

Download the portfolio as a CSV in the Parallax import format, then add it on the Import portfolio page. Once imported, you can analyze it and see each holding's factor scores.

1
Download the CSV
2
Open the Import portfolio page
Log in and you land on the import page. It opens in a new tab.
Open Parallax import
New to Parallax? Create an account and you are taken to the same page.
3
Name it and add the file
Enter a portfolio name, drop in the CSV, then select Continue. The date, symbol and weight columns are recognized automatically.
4
Review and save
Check the holdings, then select Save.

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Finding your match

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Core portfolio

Thematic baskets

Your answers

Your personality in full

Import this portfolio into Parallax