Try the engine · a whole book
What is sitting unclaimed in your book?
One household at a time is a demo. A book is a decision. Point this at a CSV and get a ranked queue of coordination opportunities, each with an evidence record, rolled up by whoever owns the relationship. No account, and no file leaves your machine.
Read this before you point it at anything real. Your CSV is parsed in this page, by code you can read at src/lib/household/book-csv.ts. Only the mapped household fields — balances, birth years, a state, an opaque advisor label — are posted. Columns we do not read never leave the browser, and the household schema has no name field to put a person in. If you would rather not take that on trust for a first look, start with the sample book of 60 invented households.
The columns this reads
One row per household. Anything not on this list is ignored and never sent — put your names and account numbers in columns we do not read, or leave them out. advisor_ref must be an opaque label; a value containing an @ is refused, because a queue keyed on identities is not an anonymous queue.
household_ref,advisor_ref,filing_status,state,primary_birth_year,spouse_birth_year,cash,taxable,taxable_cost_basis,traditional,roth,annual_income,annual_expenses,mortgage_balance,mortgage_rate,mortgage_payment
What the queue is, and is not
Each entry is a triage estimate: the best alternative a strategy found for that household, against that household’s own baseline, under the assumptions shown. It is a place to start a conversation, not a forecast and not revenue. Two strategies on one household can both count work that overlaps, so an advisor total is a ranking device rather than a sum you can bank — the sweep says so in its own notes rather than leaving you to discover it. Every entry carries the hash of its decision record, so any number here can be reproduced and checked.
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