What your advisors would see

Proposal inbox

What is waiting, worth how much, soonest deadline first. Each card shows why now, the steps, the alternatives considered and the caveats, with approve and reject. Try them: here they only show the call your server would make.

<!-- one household's proposals, with a token from POST /api/v1/embed-tokens -->
<div data-worthune-embed="lodestar-inbox" data-token="wet_…"></div>
<script async src="https://worthune.com/embed.js"></script>

<script>
  document.addEventListener("worthune:proposal-decision", async (e) => {
    // e.detail = { proposalId, decision: "approve" | "reject", reason?, note? }
    await fetch("/your-api/lodestar/decide", { method: "POST", body: JSON.stringify(e.detail) });
    // your server: POST https://worthune.com/api/v1/proposals/{id}/approve (or /reject) with an approver key
  });
</script>

Proposal card, Anchor-verified

One proposal on its own, here in the dark theme. Open the Anchor-verified mark: every figure on the card comes from one stored decision record of Worthune's published engines, identified by its SHA-256, and signed where your deployment signs records.

<worthune-lodestar widget="inbox" theme="dark" token="wet_…"></worthune-lodestar>
<script async src="https://worthune.com/elements.js"></script>

Ledger of approved value

What advisors approved, and the projected value of it, each line tied to its decision record. Projected, in nominal dollars under the assumptions each decision names; never presented as realized.

<div data-worthune-embed="lodestar-ledger" data-token="wet_…"></div>

Mandate, in words

A mandate's standing instructions as an advisor or a client reads them: what it watches, when it proposes, how often it looks, and that nothing happens without approval.

// From GET /api/v1/mandates/{id}, rendered by your app, or shown inside the inbox embed.

Mandate setup

A form that builds a valid mandate, checked as you type by the same validator the API runs. Open “The request this builds” to see exactly what your server would send.

POST /api/v1/mandates
{
  "householdId": 1,
  "type": "tax-optimization",
  "objective": {
    "target": "minimize-lifetime-tax"
  },
  "constraints": {
    "profile": {
      "id": "firm-cma",
      "version": "2026.10"
    },
    "horizonYears": 30,
    "strategies": [
      "roth-ladder",
      "bracket-fill"
    ],
    "materialityFloorUsd": 1000,
    "cooldownDays": 30,
    "maxOpenProposals": 3,
    "reviewCadence": "quarterly"
  }
}

<div data-worthune-embed="lodestar-mandate-setup" data-token="wet_…"></div>
<script>
  document.addEventListener("worthune:mandate-spec", (e) => {
    // e.detail.body is a POST /api/v1/mandates body; send it from your server with a developer key
  });
</script>

Putting it in your app

1. Set your brand colors and allowed domains once: PUT /api/v1/tenant-config (Growth).
2. For each advisor view, mint a short-lived token for the household: POST /api/v1/embed-tokens with widget: "lodestar-inbox".
3. Drop in the element, listen for the decision event, and call the API from your server with the advisor’s approver key.

Without a token every widget shows this fictional book, labeled as such. See the embed docs and your console.