Sign in to open the shared thesis, deal screener, and portfolio tracker.
FIREBASE_CONFIG near the top of the script, and see the setup guide.
The thesis is the standard every opportunity gets measured against. Fill it out together — trustee and beneficiary — then keep it current; the screener and tracker below both read directly from what's saved here.
Score a specific opportunity against the thesis. The fit score is a weighted read on alignment; the guardrail checks are hard fiduciary limits — a strong fit can still trip a cap.
How the invested dollars actually break down against the thesis — so you can both see, in plain percentages, whether the sleeve is drifting from what was agreed.