Tools
Decision Lab
These calculators and explorers are planned. They will show math and assumptions, not personalized financial advice. None of them are implemented in Task 001.
Foundation / coming soon
Not built yet
The Decision Lab will eventually include fee translation, portfolio x-ray, retirement scenarios, and offer analysis. Each tool will keep assumptions visible and refuse recommendation language.
Coming soon
Advisor Fee Decoder
Translate advisory fee language into dollar estimates under user-stated assumptions.
Coming soon
Portfolio X-Ray / Fund Overlap
Show what a portfolio actually holds and where funds overlap.
Coming soon
Investment Statement Analyzer
Help a consumer organize statement facts. No account aggregation in Task 001.
Coming soon
Can I Retire Yet?
Scenario framing around spending, horizon, and withdrawal assumptions.
Coming soon
Retirement Scenario Lab
Compare user-selected retirement assumptions side by side.
Coming soon
Social Security Claiming Explorer
Show claiming-age math. Not a claim that a person should file at a given age.
Coming soon
Roth Conversion Explorer
Show tax-year scenarios. Not advice to convert a specific amount.
Coming soon
RMD Forecast
Project required minimum distributions from stated balances and tables.
Coming soon
IRMAA Watch
Explain Medicare IRMAA brackets against stated income assumptions.
Coming soon
Retirement Paycheck Builder
Assemble income sources into a monthly picture under assumptions.
Coming soon
401(k) X-Ray
Research plan lineup options from public and user-provided facts.
Coming soon
Market Crash / Sequence-Risk Stress Test
Show path-dependency under stated crash and withdrawal assumptions.
Coming soon
Investment Offer Analyzer
A research checklist for an unsolicited or marketed investment offer.
Coming soon
Annuity / Structured Product Decoder
Translate product features into plain-language questions and source facts.
Coming soon
Retirement Location Comparison
Compare tax and cost assumptions across user-selected locations.