Sazonvalía: financial data analysis dashboard used by an investor

Financial decisions backed by data, not intuition

Sazonvalía processes market information in real time and converts it into concrete recommendations, designed for families and private investors seeking to protect and grow their long-term assets.

The panel shows the risk exposure of each portfolio in simple terms, without the need to interpret technical reports. You always retain the final decision.

Technical foundation

How we build each recommendation

The Sazonvalía engine combines different data sources with proven statistical models. It is not a black box: each step can be explained and audited.

01

Multi-source data ingestion

We incorporate information from local and international markets, reference rates and macroeconomic indicators relevant to Chile.

02

Calibrated predictive models

We use time series and supervised learning, adjusted and validated against historical data from the Chilean market.

03

Quantitative risk analysis

We measure volatility, correlation and concentration by asset class to identify points of exposure before they turn into losses.

04

Continuous update

The scenarios are recalculated when market conditions change, keeping the recommendations aligned with the current situation.

Each model is back-tested before being integrated into the platform, and its performance is reviewed periodically by an analytics team. The result is never delivered without a prior validation layer.

Security and compliance

Protecting your data is a condition, not an optional feature

AES-256 encryption

Military-grade encryption

All information is encrypted in transit and at rest, using the same standard used by financial institutions and defense agencies.

Regulatory compliance

Aligned with the Chilean regulatory framework

The data processing was designed considering Law No. 19,628 on the protection of personal data and the guidelines of the Financial Market Commission (CMF).

Data sovereignty

Your data belongs to you

We do not sell information with third parties. You can request the export or complete deletion of your data at any time.

Strategic value

From data to concrete decisions about your assets

Risk reduction due to concentration

The risk module identifies when a portfolio depends too much on the same instrument, sector or currency. Instead of delivering a generic alert, it shows the exact percentage of exposure and compares diversification alternatives consistent with the investor's profile.

  • Clear visualization of concentration by asset class.
  • Comparison between the current scenario and alternative scenarios.
  • Recommendations adjusted to the declared investment horizon.
Sazonvalía: team analyzing predictive investment models

Real-time optimization

As market conditions change, the system recalculates the impact on each portfolio and signals when a review might be timely. The suggestions are presented with their justification of origin, so that the user understands the reasoning behind each proposal before acting.

  • Automatic recalculation in the event of relevant market variations.
  • Explanation of the data or event that gave rise to each suggestion.
  • The final decision is always in the hands of the user, not the system.

Decision panel

A visual summary comparable to a traditional advisory report: exposure by asset, projected variance and model confidence level, presented without unnecessary technicalities.

Methodology

How your data is processed, step by step

Transparency about the process is part of how we build trust in an automated system.

1

Intake

Secure connection to financial data sources and uploading of the asset information that you authorize to share, under end-to-end encryption.

2

Analysis

Predictive models process information and generate risk and return scenarios, contrasted against equivalent historical behaviors.

3

Recommendation

Specific suggestions and their respective justification are provided. Each recommendation is subject to the user's review and final decision.

Frequently asked questions

Common questions about safety and operation

Does Sazonvalía replace my financial advisor?

No. The platform provides analysis and recommendations based on data, but the final decision always rests with the user. Many clients use it to complement the criteria of their usual advisor.

Where is my data stored?

Information is stored on infrastructure with restricted access controls and AES-256 encryption at rest. It is not shared with third parties without express authorization.

Can I delete my information if I stop using the service?

Yes. You can request the complete deletion of your data at any time, in accordance with the provisions of Law No. 19,628 on the protection of personal data.

What type of encryption does the platform use?

AES-256 encryption is used, the same standard used by financial institutions and government agencies, applied both in transit and at rest.

Is Sazonvalía regulated by the CMF?

The design of data processing and internal processes are aligned with the guidelines of the Financial Market Commission (CMF) applicable to financial analysis platforms.

Chat with our team before making your next investment decision

A demo allows you to review how predictive models perform with real market data, with no commitment to contract.

Request a demo

No cost during the evaluation stage. No commitment to permanence.