Interactive walkthrough · synthetic data
Portfolio Command Center
The capital plan, the model, the rebalance, and the income, in one place. Change any input and every number downstream recalculates. Every figure on this page is synthetic sample data. This is the shape of the systems we build inside RIAs: real math, real outputs, and a named human on every order.
Portfolio Command Center
Capital plan, model portfolio, multi-account rebalancing, and the income the household actually lives on. Every number recalculates as you change an input.
Locked buckets hold while the rest rebalance.
What you just used
Four things most rebalancers make harder than they should be
One household, every account
Taxable, traditional IRA, and Roth are rebalanced together against a single model, with each account's own cash respected. Variance is measured where the money actually sits.
Bands, not twitches
An order only prints when a position breaks its tolerance band and clears the minimum trade size. Widen the band and the noise disappears. This is the setting that stops teams from churning.
Tax awareness on the sell side
Sells in the taxable account carry a lot-check flag. The system does not guess at your gain budget, it tells the human where to look before release.
Output you can actually use
Copy the trade list as text for a ticket, or download a CSV. Every line is stamped PENDING HUMAN APPROVAL until a named person releases it.
What this is, and what it is not
This demonstration uses synthetic data in your browser. It is not connected to a custodian, it is not an order management system, and nothing here is investment advice. If you already own a rebalancer that does this well, keep it. We build the layer around it: the cash and RMD sweep, the restriction checks, the exceptions that live in your CRM, and the evidence trail your CCO needs.