Valorysance IA connects your irregular income streams to a predictive analytics engine that continually adjusts your allocation, without you having to monitor the markets between assignments.
Valorysance IA processes your data feeds in real time and recalculates the target allocation at each significant change in income or market. Rebalancing happens automatically, within the limits you have defined.
The process is designed to be completed before your next client meeting.
Link your existing banking and investment accounts via an encrypted connection. No manual balance entry is necessary.
≈ 20 secondsThe algorithm evaluates your income history, your investment horizon and your risk tolerance to build a numerical profile.
≈ 25 secondsA target allocation is proposed and applied. Subsequent rebalances run automatically according to the validated rules.
≈ 15 secondsEach module is based on up-to-date market data and your own financial history.
The models anticipate the likely development of different asset classes based on historical data series and macroeconomic factors updated daily.
A real-time data feed updates your performance, sector exposure and risk indicators without manual refreshes.
When the allocation deviates from the set thresholds, the system adjusts the positions according to rules defined in advance, without repeated manual validation.
Each recommendation is accompanied by a risk score calculated from historical volatility and the correlation between assets in the portfolio.
Valorysance IA publishes the logic of its models rather than relying on customer reviews. Each recommendation can be traced back to the data that produced it.
Risk parameters remain visible at all times and can be adjusted without processing delay.
The models combine market time series and cash flow indicators to produce a target allocation, recalculated at each analysis cycle.
Banking connections use end-to-end encryption and no identifying information is stored unencrypted on our servers.
Each model version is tested on historical data separate from the training sample before deployment to production.
Connection, analysis and first allocation: less than 60 seconds in total, with no time commitment.