See the gap between what you own and what you said you’d own.
Instrumentation for the
investor who has a thesis.
Live brokerage sync via Plaid
Connect SoFi, Schwab, Fidelity, or any of 12,000+ institutions. Holdings and cash refresh automatically. No more manual entry.
Thesis alignment, not just allocation
Define the mix you want by region and asset class, and the dashboard shows the gap in real dollars and trades.
AI thesis briefing
Claude-generated read on execution vs. thesis, daily moves, your own corrections, and a step-by-step plan to close the gap. Updates on demand.
Country-level exposure
Don’t just see ‘International Developed.’ See how much of it sits in each country. Funds are decomposed by their underlying country weights, so you know what you’re actually exposed to.
Tax-aware rebalancing
Suggests trades in tax-advantaged accounts first. Surfaces tax-loss harvest opportunities. Flags wash-sale risks before they bite.
Cash runway calculator
Burn rate × liquid cash × emergency reserve, plus a priority-ordered liquidation plan when the runway runs thin.
The gap, in one screen.
Indirect Mag 7 exposure against your thesis anchor, and every allocation gap ranked by the dollars needed to close it, buy or trim, largest first.
Real dashboard, live brokerage data. Account names, balances, and dollar figures redacted.
Your portfolio is smarter
than your tools.
Get on the waitlist.
Tom personally reads every response.
No spam, no aggressive nurture sequences, no list-selling.