This intake captures the inputs needed to map your current allocation against your risk profile and income goals. Estimates are fine. Anything you leave blank, we will discuss together. The fuller modelling is run on our side once you submit.
Four high level inputs that anchor the rest of the model. Income and cash reserve are in USD; other currencies are converted on our side.
Capture your salary, expected bonus, and average household spending. Use whichever currency you actually receive each item in.
Average outflows across housing, lifestyle, family, and discretionary. A round estimate is fine.
List the banks where you hold balances. Saving rate is the annual yield you earn on that balance; leave at 0 percent for current accounts.
Outstanding loans or mortgages with scheduled repayments. Skip this section if none apply.
All current investments outside cash. Public equities, private funds, real estate, venture, anything you hold. Cost basis is what you paid; market value is what it is worth today. For private positions with future capital calls, expand the schedule and add expected calls and distributions year by year.
No webhook configured yet — this is the exact JSON your n8n flow will receive.