For individuals

Allocation intelligence for individuals

Targets vs reality — with tax-aware next steps you decide

Use allocation as a standalone policy tool, or attach it to Lawenots books. Drift alerts, tax-aware rebalance previews, and a downloadable Allocation Evidence package — without turning Lawenots into a generic crypto dashboard.

Policy adherence, drift monitoring, and tax-aware scenario illustrations you decide. Presets are optional weight sets you choose — not suitability advice. Informational tooling only — not investment advice or trade execution.

Ship-first MVP

Essential
Drift + target vs actual
Table stakes: see where you are vs your policy and which sleeves breached threshold.
Differentiator
Tax-aware rebalance preview
Illustrative trade list at lot level — which lots would realize gain if you acted — you execute elsewhere.
Strong
Allocation Evidence (paid deliverable)
Period snapshot with readiness score, lot trace, and export receipt — bundled in Tax-aware Allocation.

Individual SKUs → Stripe keys

Snapshot is free. Essentials maps to Core. Tax-aware (includes Allocation Evidence) maps to Intelligence. Operations maps to Autonomous. Labs / Flywheel stay invite-only.

Allocation Snapshot

Free / trial

See targets vs reality once — free / trial

no Stripe key

· One-time target vs actual snapshot

1–2 accounts · sample evidence only (watermarked)

Try snapshot setup →

Allocation Essentials

Core · $199 one-time

Recurring drift + target-vs-reality dashboard

service_key: core_v1

· Targets vs actual
· Recurring drift alerts

Single portfolio · basic rebalance preview (no lot tax map)

Tax-aware Allocation

Intelligence · $229/yr

Lot-aware preview + paid Allocation Evidence export

service_key: intelligence_annual

· Tax-aware rebalance preview
· Allocation Evidence (paid deliverable)
· Export receipt + lot trace
· Attach to Business Close

Fair-use evidence exports / month · multi-portfolio within Intelligence limits

Allocation Operations

Autonomous · $899/yr

Higher caps for operators running this for entities

service_key: autonomous_annual

· Everything in Tax-aware
· Higher evidence + scenario caps
· Entity-friendly attach workflows

Expanded fair-use caps · still not Labs / Flywheel

Policy presets (not recommendations)

Index-style weight set

Example preset: broad ETF buckets with an annual review cadence you choose

Tax-aware preference set

Example preset: preference to illustrate lower estimated realizations when trimming

Crypto sleeve weight set

Example preset: includes a crypto sleeve with a drift threshold you set

Concentrated-weight set

Example preset: higher equity sleeve — gradual drift illustration only

Setup wizard

Get to target-vs-actual in minutes

ConnectStylePresetYour preferencePreview

Connect accounts or import CSV (demo).

Paid deliverable

Allocation Evidence

Hashed policy + drift math + lot trace + export receipt. Bundled in Tax-aware Allocation (Intelligence) and Operations (Autonomous). Not investment advice.

Includes readiness score, lot trace, and books-style export receipt — close-parity for allocation periods.

Allocation Evidence

One-click scenario snapshot

Free sample package (watermarked). For the paid deliverable with readiness score, lot trace, and export receipt, use Tax-aware Allocation above or Export Allocation Evidence after subscribe.

Attach to Business Close

Link your portfolio policy to this closed period so drift alerts and Allocation Evidence follow your books close cycle.

Start with books

Honest framing

Allocation policy adherence — you set the targets
Drift monitoring — market vs contributions vs transfers when attributable
Tax-aware scenario planning — lots and estimated realizations (not tax advice)
Action plan illustrations — do nothing, stay within threshold, or illustrative trades (you decide)

Labs / Flywheel remains invite-only. Live trade execution is paused — you act in your own broker. Evidence story first; not a generic portfolio dashboard.