Prepare a client review with numbers you can check

What goes into the review

• The household: goals, constraints, review cadence, notes and a risk profile.
• Holdings: import a CSV export from any custodian, link brokerage and retirement accounts through Plaid, or load an Interactive Brokers Flex report.
• A risk profile: an eight-question questionnaire that scores risk capacity and willingness and maps the client to one of five model portfolios.

What you get back

• Value by asset class and account, compared with the target allocation, and which classes are outside the rebalancing band.
• Single holdings above your concentration limit.
• Tax-loss harvesting candidates, with short- or long-term status from the acquisition date.
• Stress scenarios that show what the portfolio would have lost in past market crises, in dollars.
• A tax-aware rebalance proposal.
• Performance: time-weighted and money-weighted (XIRR) returns against a blended benchmark.
• Holdings news and 13F and insider signals for the stocks the client owns.

Prepare the conversation

Turn the analysis into talking points with the Client Explainer or Client Brief roles, prepare the meeting agenda, and draft the follow-up email. Every draft can go through the compliance screen before it is sent.

How the figures are produced

The review is calculated in code from the holdings and prices you supply. Missing prices or cost basis are flagged rather than filled in, and the AI never edits a calculated figure. The same calculations are available to AI agents as the portfolio_review and rebalance_plan tools on LunaTerminal's MCP server.