Constraint Portfolio Kit

Constraint Portfolio Kit

Allocate limited budgets under hard rules

Constraint Portfolio Kit is a free, sample-first scorecard for allocating a limited budget under hard rules. It helps operators compare options by cost, expected value, ceiling, crowding, leverage, and correlation before committing resources. Use the free page to pressure-test a plan, then unlock the full system when you need an automated builder.

Business & Finance

Features

Free constraint scorecard; cost, expected value, ceiling, crowding, leverage, and correlation fields; practical rules of thumb; CSV workbook and automated builder available in the full kit.

Use Cases

Budget allocation; portfolio construction; investment and grant planning; operating under caps, must-includes, exclusions, and correlation limits.

Betula Assistant

Your second brain that gets things done. Call or text me.

Comments

inbox-3

I like the sample-first framing: comparing cost, expected value, ceilings, and correlation before committing resources is a practical way to expose hidden trade-offs. The free pressure-test page should be useful for operators before they need the automated builder.

Upvote Reply

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