The analytical core of the LIUV platform. The Portfolio Advisor executes the full 10-Pillar Analysis on individual securities and generates portfolio allocation recommendations grounded in the Buffett/Graham/Damodaran synthesis.
What the Portfolio Advisor Does
Deep value analysis using the 10-pillar framework. DCF valuation, stock screening, and risk-adjusted portfolio allocation. Every recommendation includes full reasoning and explainable rationale so investors can build their own conviction.
Core Capabilities
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DCF Intrinsic Value Modeling
Three-stage DCF with high-growth phase (Years 1-5), transition phase (Years 6-10), and terminal value via Gordon Growth Model. Growth rates tied to sector-specific TAM data, calibrated with LIUV's proprietary WACC model.
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10-Pillar Buffett/Graham Screening
Every stock receives a score from 0-100 across ten independently-scored analytical dimensions. The composite LIUV Score synthesizes Buffett/Graham qualitative moat analysis with Damodaran's rigorous quantitative framework.
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Portfolio Allocation Optimization
Position sizing recommendations grounded in margin of safety principles. Minimum 25% discount to intrinsic value required for a signal, displayed as a safety score (0-100) on every stock card.
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Risk Tolerance Calibration
Pillar weights configurable per user risk profile: Conservative, Balanced, or Aggressive. The agent learns investor preferences and adjusts its analytical lens accordingly across all outputs.
The 10-Pillar Analysis Framework
LIUV's proprietary stock evaluation methodology synthesizes the Buffett/Graham, Damodaran, and Taleb frameworks into ten discrete, independently-scored analytical dimensions.
01
Earnings Quality
Accruals ratio, earnings persistence, restatement history. High-quality earnings score 80+.
02
Intrinsic Value vs. Price
P/IV ratio, Margin of Safety %, and Earnings Power Value vs. current market price.
03
Balance Sheet Fortress
Current ratio, Debt/Equity, Altman Z-Score, and interest coverage analysis.
The Portfolio Advisor integrates three proven investment philosophies into every analysis.
Graham Intrinsic Value: Net Current Asset Value screening, Earnings Power Value computation, and margin of safety enforcement
Buffett Moat Analysis: Qualitative assessment across network effects, switching costs, cost advantages, intangible assets, and efficient scale
Damodaran Three-Stage DCF: Narrative-driven valuation with sector-adjusted multiples, country risk premia, and relative valuation benchmarking
Taleb Antifragility: Historical stress-test scoring, fat tail detection via kurtosis analysis, and optionality play identification
Scenario Framework: Three forward-looking scenarios (Low, Medium, High) with 10-year projections and margin of safety hurdle verification
🔒 Compliance & Regulatory Alignment
Every output from the Portfolio Advisor passes through a compliance filter layer aligned with MiFID II (EU), SEC/Reg BI (US), and CVM regulations (Brazil). The agent never uses Buy/Hold/Sell language. All analyses conclude with scenario-based projections that help investors build their own conviction through rigorous, transparent analysis. This is for informational and educational purposes only and does not constitute financial advice.