The Instruments
The jobs an advisor actually does — harvesting, fee math, due-diligence, risk conversations, block trades — each with its own instrument. Everything computes from primary market data; everything states its assumptions in plain words.
All instruments free · sign in to save models and records
Tax-Loss Harvest FinderSell the loss, keep the exposure. Ranked stand-ins with price correlation, book overlap, fee delta, and a different-index check.correlation · overlap · wash-sale heuristicsFee Drag AnalyzerWhat the mix costs at a real balance — per year and compounded over 10 and 20 — with cheaper same-shelf swaps for every sleeve.dollars, not basis pointsPortfolio X-RayThe true portfolio under the funds: combined holdings, hidden concentration, sector pile-ups, and a diversification grade.look-through · overlap doctorThe Stress RoomReplay any mix through the storms clients remember. Actual fund history where it exists, sector-modeled where it doesn't — always labeled.2008 · covid · 2022 — real historyIncome LabTurn a balance and a mix into monthly income — and check the covered-call yields against what the fund's price actually did.projection · erosion cross-checkTrade Cost EstimatorA $2M order is not a $2K order. Execution reality for real block sizes, with a work-the-order note for thin funds.% of daily volume · spread modelModel LabSave the mixes you actually run. Every model becomes a dashboard that recomputes on open and emails you its weekly brief.saved models · drift · living dashboardsThe RecordEvery comparison you save, timestamped and archived — documentation for the file when the choice gets questioned.dated snapshots · fiduciary trailScreenerThe whole enriched shelf, filterable and exportable, with watch stars that feed the Watchtower.fee · flows · size · style