Draft gate
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Ready sources
0
Doc matches
0
Intake progress
0%
Sources ready
Blocked
Facts captured
Blocked
Evidence available
Blocked
Working recommendation
Draft generation is intentionally blocked until the readiness gate is fully satisfied.
Gate reasons
Source readiness is not fully clear yet. Resolve pending, attention-needed, or offline sources before drafting.
Required intake facts are still missing. Capture all remaining fact responses before drafting.
The current evidence query is not surfacing enough supporting documents to ground a draft.
Draft packet outline
Draft objective
Turn the portfolio prep packet into a recommendation memo draft that organizes options, constraints, and monitoring themes without pretending the output is final.
Target output: A recommendation-prep packet that frames evidence, constraints, and missing portfolio facts before automation.
Shape the draft as a portfolio review memo that ties every option to cited evidence and the captured account context.
Evidence anchors
No highlighted evidence is currently available for this lane. Resolve the evidence gap before drafting.
Fact anchors
No captured facts are currently available for this draft.
Risk and caveat handling
Source readiness is not fully clear yet. Resolve pending, attention-needed, or offline sources before drafting.
Required intake facts are still missing. Capture all remaining fact responses before drafting.
The current evidence query is not surfacing enough supporting documents to ground a draft.
Guardrails
Confirm macro, investing, tax, and retirement readiness across the portfolio lane.
Review document and chunk evidence that would support a future recommendation memo.
Identify brokerage, holdings, and account facts still missing from the system.
Use ready macro, tax, and investing sources before recommendation logic is layered in.
Search and document explorer should back every proposed monitoring or allocation theme.
Recommendations remain preparatory until real holdings and account data are connected.
Decision prep should surface uncertainty rather than hide it.
Next moves
Capture the remaining facts in the linked intake surface.
Improve workflow source readiness before trusting downstream packet generation.
Evidence highlights
No highlighted evidence is currently available for this draft.
Captured facts
No captured facts are available for this draft yet.
Open questions
Actual holdings, position sizes, and cost basis data.
Account constraints, tax sensitivity, and liquidity needs.
Risk tolerance, target allocations, and concentration limits.
Linked workflow questions
Which sources are ready to support portfolio monitoring and future holdings ingestion?
What macro and tax evidence is available for future recommendation overlays?
Which brokerage and retirement sources still need readiness work before portfolio automation?