AutoOrch Digital
Portfolio Allocation Session

Portfolio Allocation Session

A flagship desk session that turns your current holdings into target weights, a cash buffer, and rebalance rules you can follow on your PC.

Duration
90 minutes
Format
In person or remote desktop share
Location
Jongno-gu office or your desk
From
₩280,000

Who it is for

Desktop crypto holders who already have several coins or tokens and want a written allocation they can reopen in a spreadsheet — not a tip sheet and not a managed account.

Result

You leave with a one-page allocation table: target weight per holding, cash reserve, rebalance triggers, and a short note on what was deliberately left out of the plan.

What is included

  • Pre-session review of an export or balances list you send (CSV or clear screenshots)
  • Live walkthrough of concentration, correlation, and liquidity constraints
  • Draft of target weights with a cash buffer sized to your next planned buys
  • Written rebalance rules (band width and review cadence)
  • A printable PDF and editable worksheet for your PC

What is excluded

Market timing calls, exchange account access on our side, tax filing, and ongoing discretionary management. We do not place orders for you.

Provider and process

Sessions are led by an AutoOrch Digital planner at our Jongno-gu office or via a remote desktop share you control. You keep screen ownership; we guide the calculator fields and allocation math.

  1. Confirm holdings and cost basis before the hour
  2. Stress-test concentration against your stated risk comfort
  3. Lock target weights and cash
  4. Write rebalance rules you can apply without us

Duration and delivery

Ninety minutes for the live session. Worksheet delivery within one business day. Follow-up email clarifying one allocation question is included for seven days.

Preparation

Export balances and approximate cost basis. Note any holdings you refuse to sell for personal reasons. Have your preferred spreadsheet ready on the same PC you use for trading.

Constraints

Minimum of three distinct holdings to justify the session. We work in KRW and major quote currencies; exotic on-chain positions require clear valuation sources you provide.

Pricing basis

From ₩280,000 per session. Complex books (fifteen or more line items) may be quoted higher after we see the export.

Next step

Request a Portfolio Allocation Session and attach a holdings overview when you write.

Request this session