Finance (Wealth and advice), Portfolio mix

A sample portfolio as a post, in a calm private office look: the portfolio's name, what it is for and the date of the allocation over a fine ring of two to eight asset classes and a legend of their shares exactly as sent, the risk level on the firm's own scale under it, complete on the first frame, the firm's legal line at the foot throughout. Each class is then told in turn, its share in the middle of the ring, then the risk level, before the button and the adviser. No performance figure. About one and a half seconds longer per class.

Template	Finance (Wealth and advice), tpl_509f3afb0e65
Variant	Portfolio mix
Version	1.0.0, the newest: what a channel following this variant draws
Shapes	9x16, 4x5, 1x1, 16x9, 2x3
Length	17 seconds

Example video

The 1x1 cut of this variant, drawn from its own worked example. Open the video on its own.

What it accepts

A sample portfolio: its name and the date of the allocation, a fine ring of two to eight asset classes with their shares as sent, the risk level on your own scale, your legal line throughout, no performance figure. Each class told in turn, then the risk level, the button and your adviser. Eleven seconds, and about one and a half seconds more per class. metaData is never drawn.

Field	Type	Required	Limit	What it is
clipData	group	yes		Clip data: Everything drawn in the clip: the portfolio's name and date, its asset classes and their shares, its risk level, the call to action and your legal line.
clipData.section	text		up to 32 characters	Section: The section in the header, beside your title line, such as Model portfolios.
clipData.kicker	text		up to 40 characters	Kicker: A short line above the name, such as Sample portfolio.
clipData.headline	text	yes	up to 64 characters	Portfolio name: The portfolio's name, set large. Never promise advice or a result here.
clipData.subline	text		up to 150 characters	What it is for: One sentence on who the portfolio is meant for.
clipData.asOf	text	yes	up to 64 characters	Date of the allocation: When this allocation applies, in your words, such as Allocation as at 30 September 2026.
clipData.profile	text		up to 28 characters	Profile: One or two words shown in the middle of the ring on the first frame and at the end, such as Balanced.
clipData.classes	list	yes	at least 2, up to 8	Asset classes: Two to eight asset classes, largest first as a rule. Each share is drawn exactly as sent, in percent (40 is 40%); the ring divides the total, so shares that add to 100 fill it exactly.
clipData.classes[]	group			Asset class
clipData.classes[].name	text	yes	up to 32 characters	Name: The asset class, such as Global equities.
clipData.classes[].share	number	yes	from 0, to 100, 2 decimals	Share: Its share of the portfolio in percent, such as 45 or 12.5.
clipData.classes[].note	text		up to 64 characters	Note: A short line under the name, such as Developed and emerging markets.
clipData.risk	group	yes		Risk level: The portfolio's risk level on your own scale, drawn as numbered cells with the level filled.
clipData.risk.label	text		up to 28 characters	Caption: The caption above the scale, such as Risk level.
clipData.risk.level	number	yes	from 1, to 10, 0 decimals	Level: The portfolio's level on the scale, such as 4.
clipData.risk.steps	number	yes	from 2, to 10, 0 decimals	Steps: How many levels your scale has, 2 to 10, such as 7.
clipData.risk.name	text		up to 28 characters	Level's name: What the level is called, such as Medium.
clipData.risk.low	text		up to 24 characters	Low end: The words under the scale's first cell, such as Lower risk.
clipData.risk.high	text		up to 24 characters	High end: The words under the scale's last cell, such as Higher risk.
clipData.cta	group			Call to action: The button at the end and the line under it, such as a web address, a handle or a phone number.
clipData.cta.label	text	yes	up to 28 characters	Button: What the button says.
clipData.cta.detail	text		up to 48 characters	Line under it: An address, a handle, an app, a phone number.
clipData.legal	text	yes	up to 400 characters	Legal line: Who authorises and regulates you, and that capital is at risk, as your regulator asks. Shown at the foot from the first frame to the last; a long line is set smaller, never cut.
clipData.footnote	text		up to 200 characters	Small print: Any other line that must be shown, such as that this is an example and not a recommendation.
clipData.look	group			Look: How the clip looks and moves. The same six switches in every format (theme, pace, corners, alignment, logo, logo size). Leave any out for the package's default: the brand's colours, calm, softly rounded, centred.
clipData.look.theme	enum		brand, light, dark, bold	Theme: Brand: your brand's own colours and background. Light or dark: a page tinted with your brand colour. Bold: your brand colour as the page.
clipData.look.pace	enum		calm, standard, punchy	Pace: How things arrive: calm fades, a standard rhythm, or punchy slams and hard cuts.
clipData.look.corners	enum		square, soft, round	Corners: The shape of cards, pictures and buttons.
clipData.look.align	enum		start, centre	Text alignment: Where the text lines up.
clipData.look.logo	enum		auto, free	Logo: The style's own: the logo on a small plate so it reads on any page. As it is: the logo whole, with no plate, frame or crop, for a logo made to stand on the page, such as one with a transparent background. As it is, make sure your logo reads on the page of the theme you choose.
clipData.look.logoSize	enum		auto, small, large	Logo size: Standard is the style's own size. Small draws the logo a fifth smaller, with its plate. Large draws it a quarter larger wherever the style has room for it, and at the standard size where it has none.
metaData	group			Meta data: Everything about the post that is never drawn in the clip: its title, its description in four lengths, one per kind of platform, and its hashtags. Reelwire adds the brand's description, link and hashtags after it. Left out, the post text is generated from the clip data.
metaData.title	text		up to 100 characters	Title: Used where the platform has a title of its own: Facebook Feed, LinkedIn, Pinterest and YouTube. Up to 100 characters, which every one of them takes.
metaData.captionTiny	text		up to 200 characters	Tiny description (Pinterest, Threads, X): Up to 200 characters. The brand's description, link and hashtags follow it within the platform's limit.
metaData.captionShort	text		up to 500 characters	Short description (Telegram, Threema, WeChat, WhatsApp): Up to 500 characters. The brand's description, link and hashtags follow it within the platform's limit.
metaData.captionMedium	text		up to 1500 characters	Medium description (Discord, Facebook Reels, Instagram, LinkedIn, Signal, Slack, TikTok): Up to 1500 characters. The brand's description, link and hashtags follow it within the platform's limit.
metaData.captionLong	text		up to 4000 characters	Long description (Facebook Feed, YouTube): Up to 4000 characters. The brand's description, link and hashtags follow it within the platform's limit.
metaData.hashtags	list		up to 15	Hashtags: Written without the #. Up to 15, which every platform takes.
metaData.hashtags[]	text		up to 60 characters	Hashtag

locales carries other languages: under each language code, the parts of clipData and metaData that differ, laid over the default, so a language with no copy still renders.

A picture is always a file from your media library: media:// followed by its id or its name. Anything the table does not list is refused, and so is anything over its limit, with a 400 schema_validation error that names the field.

Ask Reelwire for the whole JSON Schema, the document your content is checked against, without signing in:

curl "https://app.reelwire.io/v1/formats/template/tpl_509f3afb0e65?variant=Portfolio%20mix&version=1.0.0"

Delivery JSON

Your own system sends this to one of your streams, POST /v1/stream, and every channel listening to that stream draws it with its template. data is the document described above; a stream with an empty field map passes it to the template unchanged. Try it first on POST /v1/stream/validate, which answers the same without publishing anything. Streams and feeds explains the rest, including how to map a document of your own shape instead.

{
  "streamId": "st_your_stream_id",
  "eventId": "01M2SQMKK3G1NVFXV31DCBVB95",
  "occurredAt": "2026-09-23T07:00:00Z",
  "locale": "en",
  "data": {
    "clipData": {
      "section": "Model portfolios",
      "kicker": "Sample portfolio",
      "headline": "The Balanced Portfolio",
      "subline": "A mix for investors looking for growth over five years or more, with some protection when markets fall",
      "asOf": "Allocation as at 30 September 2026",
      "profile": "Balanced",
      "classes": [
        {
          "name": "Global equities",
          "note": "Developed and emerging markets",
          "share": 45
        },
        {
          "name": "Government bonds",
          "note": "Mostly short and medium dated",
          "share": 20
        },
        {
          "name": "Corporate bonds",
          "note": "Investment grade",
          "share": 15
        },
        {
          "name": "Property",
          "note": "Listed property funds",
          "share": 8
        },
        {
          "name": "Alternatives",
          "note": "Infrastructure and gold",
          "share": 7
        },
        {
          "name": "Cash",
          "note": "",
          "share": 5
        }
      ],
      "risk": {
        "low": "Lower risk",
        "high": "Higher risk",
        "name": "Medium",
        "label": "Risk level",
        "level": 4,
        "steps": 7
      },
      "cta": {
        "label": "Speak to an adviser",
        "detail": "ashcombe-rye.example/portfolios"
      },
      "legal": "Ashcombe & Rye Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. The value of investments and the income from them can fall as well as rise, and you may get back less than you invest. Capital at risk.",
      "footnote": "An example portfolio, not a personal recommendation. Your adviser will build yours around your goals.",
      "look": {
        "logo": "auto",
        "pace": "calm",
        "align": "centre",
        "theme": "brand",
        "corners": "soft",
        "logoSize": "auto"
      }
    },
    "metaData": {
      "title": "Inside our Balanced Portfolio",
      "captionTiny": "How our Balanced Portfolio is invested today, class by class, and where it sits on our risk scale. Capital at risk.",
      "captionShort": "How our Balanced Portfolio is invested as at 30 September 2026: 45% global equities, 35% bonds, the rest in property, alternatives and cash. Risk level 4 of 7. An example, not a personal recommendation. Capital at risk.",
      "captionMedium": "How our Balanced Portfolio is invested as at 30 September 2026: 45% global equities across developed and emerging markets, 20% government bonds, 15% investment grade corporate bonds, 8% listed property, 7% infrastructure and gold, and 5% cash. It sits at level 4 on our seven-level risk scale. This is an example portfolio, not a personal recommendation: your adviser will build yours around your goals. The value of investments can fall as well as rise and you may get back less than you invest.",
      "captionLong": "How our Balanced Portfolio is invested as at 30 September 2026. It is meant for investors looking for growth over five years or more, with some protection when markets fall. 45% sits in global equities across developed and emerging markets, 20% in government bonds, mostly short and medium dated, 15% in investment grade corporate bonds, 8% in listed property funds, 7% in infrastructure and gold, and 5% in cash. On our seven-level risk scale it sits at level 4, medium. This is an example portfolio, not a personal recommendation: your adviser will build yours around your goals, your time horizon and how much risk you are comfortable with. Ashcombe & Rye Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. The value of investments and the income from them can fall as well as rise, and you may get back less than you invest.",
      "hashtags": [
        "wealthmanagement",
        "investing",
        "portfolio",
        "assetallocation",
        "financialplanning"
      ]
    }
  }
}

The delivery names no version: which build draws it is the channel's choice, the newest of its variant or the one it is pinned to. eventId is a ULID you make once per event: sending the same one again changes nothing. occurredAt is when the thing happened, not when you sent it. locale is the language of the text in data, and data.locales carries other languages beside it.