Settings

Storage: local. Signed-in users persist to the database via Prisma; guests use localStorage.

Session

Checking session…

Portfolio JSON

Edit accounts, lots, targets, and substantially identical groups (e.g. ["VTI","ITOT"]).

Standard targets (illustrative)

Moderate-aggressive profile (~age 40): diversified equity with international and fixed income, or a three-bucket ETF/equity/cash split that favors a broad ETF core over a smaller equity sleeve (common place for single-name tech). Not personalized advice — adjust to your plan.

{
  "accounts": [
    {
      "id": "tax-1",
      "name": "Taxable brokerage",
      "taxTreatment": "taxable"
    },
    {
      "id": "ira-1",
      "name": "Traditional IRA",
      "taxTreatment": "tax_advantaged"
    }
  ],
  "lots": [
    {
      "id": "l1",
      "symbol": "VTI",
      "sleeve": "US_EQ",
      "quantity": 40,
      "costBasisPerShare": 220,
      "acquisitionDate": "2023-06-01",
      "accountId": "tax-1"
    },
    {
      "id": "l2",
      "symbol": "VXUS",
      "sleeve": "INTL_EQ",
      "quantity": 25,
      "costBasisPerShare": 58,
      "acquisitionDate": "2024-01-10",
      "accountId": "tax-1"
    },
    {
      "id": "l3",
      "symbol": "BND",
      "sleeve": "BONDS",
      "quantity": 60,
      "costBasisPerShare": 72,
      "acquisitionDate": "2022-03-15",
      "accountId": "ira-1"
    }
  ],
  "targetAllocation": {
    "weights": {
      "US_EQ": 0.45,
      "INTL_EQ": 0.28,
      "BONDS": 0.27
    }
  },
  "substantiallyIdenticalGroups": [
    [
      "VTI",
      "ITOT"
    ]
  ]
}