Create New Policy

Define a new Family Investment Policy Statement

Cancel

When this policy takes effect

Describe changes if this supersedes a previous policy

Link this policy to a target allocation model for compliance checking against target allocations.

Select which accounts this policy applies to. Leave all unchecked to apply to all accounts.

Write your full policy document in Markdown format. Leave blank to use the default template.

New policies are created as DRAFT. Use the CLI or History page to activate.

Policy Guidelines

  • Define clear investment objectives
  • Specify target asset allocation with ranges
  • Include rebalancing triggers and frequency
  • Document concentration limits
  • Note any ethical/ESG constraints

CLI Alternative

Create policies with more control using the CLI:

ledgerfall policy create \ --title "My Policy" \ --effective-date 2026-01-01 \ --summary "..." \ --target-model "Moderate" \ --file policy.md

Adding Compliance Rules

Compliance rules can be added after creating the policy using the CLI. Rules enable automatic compliance checking against your portfolio metrics.

ledgerfall policy add-rule \ --version 1 \ --type ALLOCATION_BAND \ --metric allocation.equity_pct \ --operator between \ --low 50 --high 70 \ --severity WARN