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Documentation Index

Fetch the complete documentation index at: https://docs.biasafe.ai/llms.txt

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Portfolio Allocation Preview

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The Portfolio Allocation Preview provides a visual summary of the portfolio’s expected allocation based on the selected weighting methodology. The preview can be reviewed across several dimensions, including Sector, Size, Country, and Asset Class. This helps users quickly understand how the selected weighting model affects the structure of the portfolio. The preview is shown as of the latest reconstitution date and updates as weighting rules and constraints are configured.
The Match Universe Weighting button allows users to quickly align the model’s weighting methodology with the selected starting universe.When the weighting step is opened for the first time, BIASafe automatically matches the weighting approach to the selected starting universe by default. This means the model initially follows the same weighting logic as the source index or universe methodology.
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If the user modifies any weighting setting, including the weighting approach, weighting model, market-cap basis, currency normalization, or concentration limits, the weighting methodology becomes custom. The Match Universe Weighting button then allows the user to quickly restore the original provider-aligned weighting methodology.
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Last modified on May 7, 2026