Accuvest Global Advisors — for GFO Test build. Enter the access code from your email.
PORTFOLIO X-RAY
Accuvest Global Advisors — for GFO · Every account, every bank, read as one portfolio
TEST BUILD — synthetic data only. Do not upload real client statements. PDF / screenshot ingestion and live SEC re-verification are not part of this test build.
1 · Start a case
2 · Review — nothing auto-commits
Correct anything the extraction got wrong. Tick Keep for holdings the client loves — they are pinned, excluded from sell lists and from the gain math. The reconciliation gate runs live below the grid.
Reconciliation gate
3 · Choose the analyses
Residency for the tax view follows the case (built-in cases carry it; uploads default to US).
4 · Results
Built on Eduardo Martinez's GFO X-Ray engine design, extended by Accuvest with the style box, keep-list, per-lot tax view and a seeded security master. The replacement-portfolio solver is deferred by design. Tax figures are preliminary — to be confirmed with the client's tax advisor.