Nestwise

Workspace state

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Blocked

Review

Not Started

Sign-off

Not Requested

Export

Not Ready

Evidence audit

0/0

Fact audit

0/0

Audit ready

Open action workspace Open draft packet Open decision prep Open workflow lane Open fact intake Open readiness

Final packet posture

Draft generation is intentionally blocked until the readiness gate is fully satisfied.

Approval and export gate

Approval eligible: No

Export eligible: No

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.

Action workspace

Track review, sign-off, export readiness, and confirm the exact evidence and facts used in the final packet.

0 of 0 evidence anchors confirmed

0 of 0 fact anchors confirmed

Last saved: Not saved yet

Review

not started

Sign-off

not requested

Export

not ready

Audit ready

Review status

Sign-off status

Export status

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.

Confirm evidence anchors

Confirm fact anchors

Complete the audit trace before approval can be finalized.

Export preview

Executive framing

Draft generation is intentionally blocked until the readiness gate is fully satisfied.

Shape the draft as a portfolio review memo that ties every option to cited evidence and the captured account context.

Evidence-backed anchors

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.

No highlighted evidence is currently available for this lane. Resolve the evidence gap before drafting.

No captured facts are currently available for this draft.

Source readiness is not fully clear yet. Resolve pending, attention-needed, or offline sources before drafting.

Audit trace

0 of 0 evidence anchors confirmed.

0 of 0 fact anchors confirmed.

Packet is not export-ready yet.

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?

Next moves

Capture the remaining facts in the linked intake surface.

Improve workflow source readiness before trusting downstream packet generation.

Evidence highlights

Captured facts