Nestwisev3.0.2 · Mar 22, 2026
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Planning page

Portfolio Decision Prep

Prepare an auditable portfolio review packet before future recommendation logic or monitoring outputs are generated. This page helps you see whether the app is ready to help or still needs more information first.

Setup: Add assets and planning details for personalized guidance.

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What this page is trying to answer

Main question

What evidence is ready to support portfolio oversight today, and what portfolio facts must exist before recommendations are trustworthy?

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Add missing informationOpen draft answerSee supporting researchSearch source materialCheck readiness

What should happen before you rely on this

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.

Still missing

Actual holdings, position sizes, and cost basis data.
Account constraints, tax sensitivity, and liquidity needs.
Risk tolerance, target allocations, and concentration limits.

What the app already sees

Evidence before action

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.

Missing inputs

Recommendations remain preparatory until real holdings and account data are connected.
Decision prep should surface uncertainty rather than hide it.

What a good answer should deliver

A recommendation-prep packet that frames evidence, constraints, and missing portfolio facts before automation.

Information already saved

No facts have been saved for this planning page yet.

Supporting research 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?

Key source excerpts

Sources this page depends on

Topic No. 409, Capital Gains and Losses

Tax · Regulatory

Pending

Capital gain treatment, rates, holding outcomes, and high-level loss rules.

Publication 550, Investment Income and Expenses

Tax · Reference

Pending

Investment income, capital gains and losses, holding periods, special rates, and trader rules.

Instructions for Schedule D (Form 1040)

Tax · Reference

Pending

Filing logic for gains, losses, worksheets, and special capital gain tax treatment.

Charles Schwab Developer Portal

Investing · Api

Pending

Official developer access path for account, trading, and market data integrations.

FRED API Overview

Macro · Api

Pending

REST API for macroeconomic data and historical series retrieval.

ALFRED Archival Economic Data

Macro · Dataset

Pending

Versioned economic history for revision-aware backtesting and point-in-time context.

Retirement Plan and IRA Required Minimum Distributions FAQs

Retirement · Regulatory

Pending

RMD rules for retirement planning and withdrawal sequencing.

Retirement Benefits

Retirement · Reference

Pending

Official Social Security retirement benefit rules and planning inputs.