Investment proposals

Generate explainable, profile-aligned investment strategies.

A proposal combines a customer's profile, Clarity's market, asset, and portfolio insights, and your product universe into a personalized, explainable strategy. Every proposal is aligned with your eligibility rules, so a customer can move from idle cash to an investment they understand.

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How it works

A proposal is built in steps, each one explainable:

1. Read the customer. Take risk tolerance, horizon, interests, and convictions from the profile.

2. Ground the candidates. Research each candidate allocation against Clarity's market and asset insights, using earnings, macro, and news evidence. Price action alone is never enough.

3. Filter to the eligible universe. Keep only the assets you've made available, honoring exclusions and suitability constraints.

4. Construct the allocation. Form target weights that fit both the profile and the evidence.

5. Justify and score. Attach the reasoning behind each position and an overall fit assessment.

A generated strategy carries:

• Target allocations: the assets and their weights.

• A rationale: the assumptions, highlights, and plan behind the allocation.

• A score: an overall fit assessment.

Strategies move through a lifecycle as they're reviewed and acted on:

DRAFT → PROPOSED → APPROVED → IMPLEMENTING → ACTIVE → ARCHIVED

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From proposal to execution

Once a strategy is approved, Motif can turn its target allocations into orders and execute them on-chain. Funding, swaps, and basket buys are created as a multi-step order. Execution behavior, fee limits, and monitoring live in Orders & trade execution. Subscribe to order.* webhooks to track execution from your own systems.

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Configure in the admin panel

Under Settings → Agents → Investment, your team controls:

• Portfolio construction: how target allocations are formed from the profile and product universe.

• Prompt and model: the agent's instructions and model selection.

• Users & strategies: review strategies across your customers and their states.

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Integrate with the SDK

const userClient = motif.forUser(user.id)

const recommended = await userClient.strategies.getRecommended()
const generated = await userClient.strategies.generate()

generate() produces a fresh strategy from the customer's current profile. getRecommended() returns the latest one. See the SDK reference.

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Status

Proposal generation and execution are available today. Automated rebalancing is on the roadmap and not yet available. For ongoing market and portfolio monitoring, see Market signals & monitoring.

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Related

• Profiling: the customer profile a proposal is built from

• Market insights · Asset insights: the evidence a proposal is grounded in

• Orders & trade execution: how an approved proposal executes