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Home Market Research Stock Market

Meet the New AI Wealth Wizard on Wall Street Survivor

by TheAdviserMagazine
2 months ago
in Stock Market
Reading Time: 3 mins read
A A
Meet the New AI Wealth Wizard on Wall Street Survivor
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Building a diversified portfolio just got a whole lot easier.

The new AI Wealth Wizard in Wall Street Survivor acts as a built-in portfolio assistant, helping users generate allocation ideas based on risk tolerance, diversification goals, and income preferences.

Whether you’re running a classroom contest, managing a trading competition, or simply exploring strategies yourself, the Wealth Wizard helps streamline portfolio construction.

Step 1: Enable the Wealth Wizard When Creating Your Contest

When setting up a new Stock Game, make sure to toggle:

Enable Wealth Wizard → Yes

You can select this during contest creation under your game setup settings.

You can choose either Express or Custom setup — just ensure the Wealth Wizard is turned on before launching the contest. Once enabled, participants will have access to the guided portfolio builder inside their trading dashboard.

Step 2: Let the Wizard Guide the Strategy

Once enabled, users can activate the AI Wealth Wizard from their dashboard and answer a short series of guided prompts.

The Wizard asks questions such as:

How much money do you want to invest today?

How many stocks would you like to buy?

How many sectors would you like to diversify across?

Are there specific sectors you want to overweight?

What’s your risk level (conservative, moderate, aggressive)?

Do you want to target a specific dividend yield?

These questions encourage users to think intentionally about diversification, allocation, and risk management before placing trades.

Personalized Portfolio Suggestions

Based on the selected preferences, the Wealth Wizard filters stocks and generates allocation suggestions aligned with the chosen strategy.

Each recommendation includes:

Allocation percentage guidance

Dividend information

A strategic explanation

A direct link to Research

A one-click option to Trade

This makes it easy for users to move from planning → research → execution seamlessly.

A Smarter Way to Build Portfolios

The AI Wealth Wizard doesn’t automate investing — it enhances decision-making.

It helps users:

Build diversified portfolios intentionally

Align allocations with risk tolerance

Explore income-focused or growth-focused strategies

Quickly test different portfolio approaches

Whether you’re new to investing or refining a strategy, the Wealth Wizard provides structured guidance while keeping you in control of every trade.

Get Started

Create a new Stock Game

Enable the Wealth Wizard during setup

Launch your contest

Activate the Wizard from your dashboard

The AI Wealth Wizard is now available inside Wall Street Survivor — ready to help you build smarter, more diversified portfolios.



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Tags: MeetStreetSurvivorWallwealthWizard
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