Harborline, a Cortex Engine demo for wealth advisors
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installing into the advisor's workspace
Simulated environment · Not investment advice · No real client data
HHarborlinePrivate Wealth
Search households, accounts…
J. Okafor · Senior AdvisorJO
Delgado household
$4,218,540
+3.1% QTD
Holdings
US Large Cap42%+4.2%
Intl Developed18%+1.9%
US Small Cap14%−2.3%
Muni Bonds20%+0.6%
529 · Education6%+2.0%
Allocation vs target
Equity74%
Fixed20%
Cash6%
Small-cap sleeve is 3 points over target. Rebalance flagged for suitability review.
Meeting prep · companion
Quarterly review☼
Last quarter you noted Maria is anxious about the 2027 college tuition. This rebalance can lift the 529 glidepath and trim the small-cap risk. Worth leading the review with that, not the return.
🔗 From your meeting note · Mar 14 · tap to see the audit trail
Audit trail×
Sourced from your meeting note · Mar 14, 2026, 2:40pm
Sealed to the Delgado household · encrypted, visible only to you
Never shared with Harborline · the firm cannot read this note
Your private view
The note, the client's words, the full context. Yours, sealed to this household.
The firm's view
Nothing from this note. Only book-wide aggregates, no household named.
Book sentiment · this quarter
Harborline, firm-wide. Aggregated across advisors. No household is identifiable.
Education-funding concern · pre-retirees↑ 22%
Retirement-timing anxiety↑ 14%
Market-volatility calls requested↓ 9%
🔒 Structurally k-anonymized. Any group under 5 households is suppressed. The firm sees the weather, never the household.
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