A household view
Holdings are evaluated across owners, accounts, taxes, and goals.
The portfolio serves the plan
See every investment in household context.
Planning / 033 essential sections
Reviewed July 22, 2026
Reviewed July 22, 2026
Pareto evaluates holdings against goals, taxes, concentration, liquidity, account location, time horizon, and the rest of the household balance sheet.
Risk meets timing
Upcoming cash needs shape how portfolio risk is interpreted.
Ideas show consequence
Opportunities include assumptions, uncertainty, and approval needs.
01
Portfolio-wide visibility
View allocation, positions, risk, performance, and account ownership across institutions without losing the household picture.
02
Plan-linked risk
Risk is measured against upcoming cash needs and modeled life events, not only a generic questionnaire.
03
Explainable opportunities
Rebalancing, tax-loss, concentration, and substitution ideas include assumptions, estimated effect, uncertainty, and required approvals.
Make the plan yours