Cockpit

Brief the crew. Sign off the trades.

Run any household against the team — rebalancing drafts, tax-loss harvesting, cashflow moves. The crew sees your positions as context and queues every proposed trade here for you to approve, reject, or undo.

WARDMARK · ai crew · 2026

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Rebalancer · briefed

target 60 / 30 / 10

Ask for a rebalance, a tax-loss look, or a drift check. Every reply ends with an explicit Log this button so you decide what reaches the actions log.

Try one of these:

  • · “Should we rebalance toward the 60/30/10 target?”
  • · “Is VWO’s loss window open for harvesting?”
  • · “Are we ready to cover the November mortgage?”

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