Everything recomputes live. Close the panel and the client sees only the finished dashboard.
Sharing
The client password unlocks the client-facing view only. The advisor password unlocks that same view plus Personalize & Customize. Share each with the right audience.
New Client: The 4 Questions
1. What company are you concentrated in?
2. What do you have today?
3. What's the rest of your portfolio?
4. How do we seed the DI engine?
Funding can come from cash on hand or RSU sales.
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
Tax & Model Assumptions
Levers
Set the selectable pill values for each lever (comma-separated). $0 tax, $0 seed, and Off are fixed baselines and always shown.
Share Prices
Change a price to reprice every lot at once. × removes a ticker and all of its lots.
Lot Generator
Generates realistic lots at any volume. Fine-tune any row on The Details tab.
Export Client Build
Bakes everything above \u2014 client data, tax lots, both passwords \u2014 into one downloadable HTML file. Nothing in it depends on this browser\u2019s storage, so it opens correctly wherever it\u2019s hosted. This is the file to send to engineering for the client\u2019s site.
Always export from the current master template, not from a previously exported client file \u2014 otherwise template-wide fixes (fees, disclosures, etc.) won\u2019t carry over.
