CushLabs Investment Desk
Track your accounts to the penny and compare allocation plans against your real holdings — with every dollar figure computed in code, never guessed by an AI.
Decision-support, not advice · the demo uses a fictional portfolio, no sign-in required.
Brokerage dashboards tell you what you own. They don't help you decide what to buy next — and AI tools that try will happily invent a price, a weight, or a return.
When real money is on the line, you need two things a generic tool won't give you: math you can trust because it's deterministic and tested, and a way to weigh several allocation plans against the account you actually hold — your cash limit, your existing concentration, your own scoring of what matters. This builds exactly that, and draws a hard line: code does every dollar figure; the model only offers judgment.
Three surfaces, one trust core.
Live prices, per-position and per-sleeve P&L, day change with an honest baseline, and a value-over-time trend. Reconciles to the broker to the penny.
Paste in competing allocation plans and compare them side by side: exposures, constraint breaches, weighted scoring you can tune live, and a synthesized hybrid that reconciles exactly to your cash.
Workplace plans hold collective trusts with no ticker and no price feed, so there is nothing to poll. Monthly balances become the truth, and each fund's benchmark-proxy ETF fills the days between — drawn as a dashed line, never confused with a measurement.
Not a wall of pie charts. Return by fund shows where you're strong and weak; dollar contribution shows which positions actually built the money; live weights sit against the targets you executed, with the gap in dollars.
A rebalance moves money between funds without changing the total — so every total still reconciles while every weight has quietly gone wrong. No arithmetic can catch that. Executed rebalances are recorded as dated events, and the page says plainly when its own numbers are stale instead of charting them as fact.
Every dollar, percentage, and constraint flag is computed in unit-tested code with integer-cent math. The AI renders judgment only — it never produces a number that drives a dollar figure.
Integer-cent math, unit-tested, with the AI fenced out of the dollar path entirely.
Cash limits and concentration caps are data — plans are scored and repaired against them automatically.
The daily tracker spends nothing on AI. The 401(k) monitor exports a full deterministic briefing to your clipboard, so the analysis runs on a subscription you already pay for instead of a metered API call.
All three demos are fully interactive on a fictional portfolio — no sign-in. The 401(k) monitor is the one to open if you want to see the charts and the AI briefing it generates.