Tax Fact Intake
Capture the user-specific tax facts that the tax prep packet already identified as missing.
Why this matters
A clean tax fact packet covering holdings, account type, realized activity, and tax context before any guidance is generated.
Examples of what to enter
Collect only the facts needed to ground the next tax question.
Prefer exact holdings, dates, and account types over vague summaries.
Use this intake to reduce ambiguity before tax reasoning starts.
Portfolio Fact Intake
Capture the portfolio-specific facts needed before future recommendation and monitoring logic becomes trustworthy.
Why this matters
A portfolio fact packet covering holdings, constraints, tax sensitivity, and risk posture before recommendation automation begins.
Examples of what to enter
Collect position-level facts before discussing allocation changes.
Capture constraints and objectives separately from market evidence.
Make missing portfolio data explicit so recommendations stay auditable.
Alamo Context Intake
Capture the operating and meeting context needed before Alamo board-style outputs are generated.
Why this matters
A board-context packet covering current agenda, time horizon, and missing company context before strategy synthesis begins.
Examples of what to enter
Collect the current board or operating context separately from the underlying evidence base.
Use the intake to frame what question the board packet is trying to answer now.
Record fresh context gaps so new ingestion or follow-up requests can be scoped cleanly.