Portfolio Intelligence
Turn a messy taxable portfolio into a clear action plan.
Upload the portfolio and Tidemark heat maps. The analysis engine combines quantitative quality, advisor judgment, embedded gains and tax impact into a client-ready recommendation set.
Fund + stock analysis
Advisor qualitative overlay
Tax-aware recommendations
Analysis architecture
3 → 1
Three source files. One portfolio decision framework.
TFP
Tidemark Financial Partners
Step 01
Upload analysis data
Portfolio positions are required. Add the fund and/or stock heat map files that correspond to securities in the portfolio.
01
Portfolio Positions Required
YCharts portfolio export with current position and total gain/loss.
CSV or Excel
Fund Heat Map
Category-relative fund metrics and capture statistics.
Optional if no funds
Stock Heat Map
Industry-relative valuation, quality, consensus and leverage metrics.
Optional if no stocks
◉ Files are analyzed in this browser session and are not sent anywhere by this prototype.