The engine, running live.
This page calls the same suggestion engine that ships with the product, against the sample portfolio below. Every card is generated — not hardcoded. Refresh and the math runs again.
Sample portfolio · illustrative
$96,668
Operating cash
$60,000
Brokerage market value
$36,668
Monthly expenses
$9,500
2 suggestions proposed
Idle cash · 85% confidence
Move $31,500 to a money market fund (~$1,518/yr)
Tax-loss harvest · 60% confidence
Expires 12/31/2026
Harvest ~$2,629 in losses (potential $1,021–$1,021 tax benefit)
How this works
Every suggestion is a pure function over a portfolio snapshot. The reasoning field is structured JSON — inputs with provenance, named arithmetic steps, and a confidence band with plain-language drivers. The UI never invents prose; it renders the structure.
Why it matters
You can audit every recommendation. The math is in the open. No black-box LLM telling you what to do — just deterministic rules against your real data, with the work shown.