CushLabs Investment Desk

Monitor your portfolio and 401(k) while AI guides future investments — with deterministic code doing every dollar figure.

Video Walkthrough

Screenshots

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Title slide for the CushLabs Investment Desk — 'Three surfaces, one trust core' over a radial trust-core motif.

The problem — brokerage dashboards only show what you own, while generic AI invents prices, weights, and returns that are unaccountable and unauditable.

The trust-core architecture — a membrane separating deterministic, unit-tested code (P&L, exposures, constraint checks) from the language model (Claude Opus 4.8), which only adds conviction grades, diagnosis, and synthesis rationale.

The Allocation Decision Desk comparing Plan A (your draft), Plan B (an AI suggestion), and a synthesized hybrid built by greedy allocation plus constraint repair that reconciles exactly to available cash.

Dual-denominator risk catching hidden exposure — a position that is 20% of new cash but 75% of the whole account, flagged as an overexposed theme.

The 401(k) monitor for a hostile environment — a Fidelity plan of institutional collective trusts with no tickers and no API, tracked via manual monthly snapshots with alerts and benchmark-proxy estimation.

Software that conforms to your reality — the investor at the center, explicitly non-advisory and grounded in your actual holdings rather than a vendor's generic benchmark model.

A comparison table showing how the CushLabs trust core — unlike a brokerage dashboard, a robo-advisor, or generic AI — turns holdings into next steps, keeps the money math auditable, preserves user control, and hard-fences AI away from money movement.

The Challenge

Brokerage dashboards tell you what you own but not what to do next, and AI tools that try will cheerfully invent a price, a weight, or a return you can't audit. This app is decision-support built the opposite way: every dollar, percentage, and constraint check is computed in deterministic, unit-tested code; the language model is reserved for judgment and never produces a number that drives a dollar figure. It tracks a real E*TRADE account to the penny, compares competing allocation plans against your actual cash and existing concentration, and monitors a manual-snapshot 401(k) — three surfaces, one trust core.

The Solution

Key Features

Reconciles to the broker to the penny — real cost basis pulled from E*TRADE via hand-rolled OAuth 1.0a, no manual entry
Three integrated surfaces in one app: zero-AI daily tracker, multi-plan Decision Desk, and a Fidelity 401(k) monitor
Dual-denominator concentration — every plan measured as a share of new cash AND of the whole live account
46 deterministic unit tests; the AI is fenced out of the dollar path entirely
Cost-minimized AI: $0 for daily tracking, one cached Opus call for deep analysis
Fully interactive public demo (tracker, desk, 401k) on fictional data — no sign-in, for portfolio review

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