Wealth Desk

Dashboard publishing

Deterministically validate and publish a complete Wealth Dashboard v2 document with pinned capabilities, owner-derived scope, freshness boundaries, and optimistic concurrency.

Independence

A read on financial independence and retirement readiness: the safe annual draw the portfolio supports, the runway it buys, and how the user's what-if scenarios change it. Load when the user asks if or when they can retire, about safe withdrawal, runway, or to model a drawdown scenario.

Market lookup

Answer a markets question — a stock/ETF/index quote, today's move, or financial news on a holding. Load when the user asks for a current price, market level, "how is <ticker> doing", or news about a company you track.

Money checkup

A holistic read on where the household stands financially: net-worth trend and what moved it, savings rate, allocation and tax shelter, leverage, and progress against goals. Load when the user asks how they're doing, for a financial check-in, or where they stand.

Money plan

Set and track the household's long-term money plan: goals like a retirement number, a debt-free date, a big purchase, a savings rate, or a target allocation, plus the cadence to revisit them. Load when the user wants to set a financial goal, review the plan, or check progress toward a target.

Onboarding

Build and publish a complete Wealth Dashboard v2 document from authoritative household data when the user explicitly asks to start a dashboard.

Refresh

Refresh requested Wealth Dashboard data from authoritative sources, preserving presentation and unrelated freshness before handing the complete v2 document to the deterministic publisher.

Get dashboard

Read the Wealth Desk dashboard — the JSON payload the wealth.q5m.ai SPA renders directly. Returns the current snapshot or null if no dashboard has been written yet. Scope resolves automatically from the session (household when bound, personal otherwise).

Get dashboard capabilities

Verify the fixed wealth.q5m.ai v2 manifest, schema, widget catalog, agent guide, and example against checked-in pins. Returns compact versions, supported type@version keys, source URLs, and cache status; forceRefresh bypasses the short cache. URLs and owner scope are never arguments.

Get dashboard publish state

Read the canonical owner dashboard's CAS revision and v1/v2 status. Call before publishing; an unmanaged legacy v1 dashboard stays readable and is never auto-migrated.

Validate dashboard document

Validate a complete Wealth Dashboard v2 document against the pinned JSON Schema and widget catalog, semantic safety limits, and financial invariants. This tool never reads or writes dashboard persistence.

Publish dashboard

Validate and publish one complete Wealth Dashboard v2 document using optimistic concurrency. Live pinned capabilities must be writable; declared domains and freshness must match the diff. dryRun performs every check but does not write or create history.