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CURRENTLY IN PRIVATE BETA (v1.0) — INVITE ONLY
Daily Spot Rate Intelligence
Daily Spot Rate Intelligence
Automated historical BOI/Treasury daily exchange rate matching (2010–2025). Zero manual lookup errors.
Audit-Ready Narrative
Audit-Ready Narrative
Full PDF audit trails generated for every calculation step. Defensible Section 1291 interest allocations.
Israel-Native Architecture
Israel-Native Architecture
Purpose-built for Israeli Mutual Funds (Kranot Neemanut). Handles Hebrew CSV parsing and complex ILS-to-USD daily crossover calculations out of the box
Standardized Audit Defense
Standardized Audit Defense
Defensible IRC §1291 calculations generated instantly. The engine produces a comprehensive 10+ page narrative detailing every daily spot rate, quarterly Section 6621 interest factor, and tax allocation step.
Defensible IRC §1291 calculations generated instantly. The engine produces a comprehensive 10+ page narrative detailing every daily spot rate, quarterly Section 6621 interest factor, and tax allocation step.
Figure 1: Automated Year-by-Year Interest Allocation Table (Redacted). Note the automated application of daily compounding interest across varying holding periods.
Data Privacy Protocol: All client data is processed in an ephemeral, isolated environment. Information is automatically anonymized upon upload and permanently purged from our systems after 30 days. We do not retain, sell, or use client financial data for model training.
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