Findings here are decision support for you; they are not investment advice to any client and are not for client distribution.
Review a recommendation
Names, account numbers, addresses, phone numbers, emails, and government IDs are rejected before model review. Detection is a safeguard, not a guarantee.
To run your first Review: select or enter the source model; enter a decision question of at least 20 characters; paste a recommendation or analysis of at least 40 characters.
Four lenses. Separate from the source.
Findings remain attributed. The merge is deterministic. A human resolves every finding. Authenticated firm completion and signed-in account completion create a filed record; all other completion produces an unverified draft.
Evidence & grounding
Factual claims · quantitative claims · supplied evidence · decision facts
Costs & conflicts
Conflicts · costs · disclosures · client-first rationale
Risk & best-interest fit
Downside cases · liquidity · time horizon · concentration
Alternatives & tradeoffs
Reasonable alternatives · staged actions · material tradeoffs