Guided demo · sample data
See the research rhythm before you create an account.
This read-only walkthrough uses fictional holdings and deterministic evidence. It shows the product loop without connecting a brokerage, calling a market provider, or giving investment advice.
Demo boundary
No sign-in required. No personal data is collected on this page.
01 · Portfolio context
Allocation review
VTI
Total US market
42.0%
VXUS
International equity
24.0%
BND
Total bond market
20.0%
CASH
Cash reserve
14.0%
Freshness: sample snapshot · captured for this walkthrough · not a live market feed.
02 · Research room
A cited brief, composed
The sample portfolio is diversified across domestic equity, international equity, bonds, and cash.
The largest review prompt is allocation drift, not a buy or sell instruction.
Every conclusion stays paired with a source, freshness label, and explicit assumption.
Sample source: fictional quarterly filing · evidence and assumptions remain visible in the private workspace.