Income Lab
The income conversation, honestly. Enter the mix, the balance, and each fund’s stated distribution yield — the Lab does the projection and the part nobody else shows: how much of a high “yield” the fund’s own price gave back over the year.
Yields are advisor-entered from fund documents · price history is primary data · automatic distribution feeds light up when the data tier unlocks
The covered-call conversationEvery advisor gets the question: “this fund yields 11% — why don’t we own more?” The answer lives in the price column. Load the mix, enter the stated yields, and show the two numbers side by side — the payout, and what the price did while paying it.