Diversify Demo (v072226)

Advisor Controls

Everything recomputes live. Close the panel and the client sees only the finished dashboard.

New Client: The 4 Questions

1. What company are you concentrated in?

Ticker

Company

Current price ($)

2. What do you have today?

Total dollars ($)

…or total shares

Avg cost / share ($)

3. What's the rest of your portfolio?

Other investable assets ($)

4. How do we seed the DI engine?

Seed amount ($)

Funding can come from cash on hand or RSU sales.

Client name

# of lots

% short-term

Account #

Prices and company names auto-fill for common tickers (snapshot: Jul 13, 2026 close, always editable). Realistic tax lots are generated automatically.

Import Real Tax Lots (CSV)

Load the client's actual custodian export: Schwab, Fidelity, Morgan Stanley formats auto-detected. Parsing happens entirely in this window; nothing is uploaded anywhere.

Client & Scenario

Client name

Company

Cash available ($)

Other investable assets ($)

Target position %, low

Target position %, high

DI seed ($)

Upcoming vests ($/mo)

Vest source label

Vesting years

Tax & Model Assumptions

LT gains rate (%)

ST gains rate (%)

Stock growth (%/yr)

DI growth (%/yr)

TLH yield, new money (%)

TLH yield, seasoned (%)

Tax budget options ($)

Share Prices

Change a price to reprice every lot at once. × removes a ticker and all of its lots.

Lot Generator

Ticker

Account #

Total shares

Current price ($)

Avg cost / share ($)

# of lots

% short-term

Generates realistic lots at any volume. Fine-tune any row on The Details tab.

Demo Management