Insights · Plutus Trader

Digital Financial Advisor

Measure mandate fit for a selected security. Live market inputs feed a transparent, factor-weighted score across horizon, risk tolerance, objective, and portfolio role, with an optional narrative summarizing the result.

Ticker

MandateDefaults

Horizon:MediumRisk profile:ModerateObjective:BalancedPosition role:SatelliteMarket bias:NeutralCapital commitment:ModerateConviction:StandardLiquidity:Any

DemoSample preview — enter a ticker and select Evaluate for a live assessment.

VOO

Moderate fitDemoETF · Large Blend

Illustrative moderate fit for a balanced medium-horizon satellite sleeve — broad S&P 500 exposure with constructive trend factors leading the score.

mediummoderatebalancedsatelliteneutralmoderatestandardany liquidity

Fit score

+0.42%

Trend50 > 200 DMARSI54.1Beta1.00Rel vol0.92x52W high2.1% awayDrawdown−4.8%

Sample flag: equity-market beta near 1.0 — mandate fit depends on risk tolerance, not stock-specific alpha.

Analyst brief

Demo

Fit summary VOO scores 78/100 (Moderate fit) for a moderate medium-horizon balanced mandate as a satellite position. Illustrative moderate fit for a balanced medium-horizon satellite sleeve — broad S&P 500 exposure with constructive trend factors leading the score. Supporting factors • Trend: 50 > 200 DMA (contributes +14 pts) • 52W high: 2.1% away (contributes +10 pts) • RSI: 54.1 (contributes +8 pts) This is a sample preview. Enter a ticker and select Evaluate to generate a live mandate-fit assessment.

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