Nestwisev3.0.2 · Mar 22, 2026
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Portfolio Fact Intake

Capture the portfolio-specific facts needed before future recommendation and monitoring logic becomes trustworthy. Use this page to save the facts the app needs before it can help with confidence.

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What this form is for

Why this information matters

A portfolio fact packet covering holdings, constraints, tax sensitivity, and risk posture before recommendation automation begins.

Research database is not configured. Add DATABASE_URL to enable sync and persistence.

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Helpful notes before you fill this out

Treat holdings and account facts as user-provided state, not research evidence.
Keep constraints and objectives visible so later recommendation logic cannot ignore them.
If a key fact is unknown, preserve the uncertainty in the packet rather than filling it in.

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.

Fill in the details

Add the real facts you know now, save progress, and come back later if something still needs to be gathered.

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Current positions

Position-level detail is the starting point for any credible portfolio output.

Actual holdings, position sizes, and cost basis data

Allocation, concentration, and tax-aware decisions all depend on real positions.

What are the current holdings and position sizes?
What is the cost basis or approximate gain/loss position for each major holding?
Which holdings are core, tactical, or under review?

Constraints and taxes

Recommendations can be wrong even with good research if account constraints are missing.

Account constraints, tax sensitivity, and liquidity needs

Taxes, liquidity, and account rules define what actions are practical.

Which accounts are taxable versus tax-advantaged?
Are there near-term liquidity or withdrawal needs?
How tax-sensitive should future recommendations be?

Objectives and risk

Portfolio logic needs explicit goals and risk posture before it can rank actions well.

Risk tolerance, target allocations, and concentration limits

Without these constraints, even evidence-backed recommendations may violate the intended portfolio design.

What target allocation or benchmark is being used?
What concentration limits should apply to single positions, sectors, or themes?
How should downside risk versus upside capture be balanced?

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Still missing

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

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