FinDash Docs · Reviewed 2026-08-09
Strategy Illustrations
Model complex concentrated-stock and liquidity decisions in a versioned, advisor-only planning workspace.
Open the Workspace
From My Plan, open Plan settings, choose Strategy, and select Strategy Illustrations. The workspace is available to advisors with edit access and starts from the client’s current account data without changing the source Net Worth records.
Set Up the Source Position
Choose the concentrated account, confirm the market value and tax lots, and record any transferability restrictions. Review basis and holding data before relying on the modeled tax outcome.
Build the Funding Strategy
Set the annual planning horizon and compare funding from stock sales, available cash, an SBLOC, or a box spread. Add sale pacing, financing costs, direct-indexing contributions, tax-loss harvesting assumptions, and charitable DAF gifts where appropriate.
Compare and Communicate
Review the base calculation, alternate scenarios, stress tests, progressive or blended tax assumptions, and carryforward effects. Save revisions as assumptions change and use the PDF preview for a client-ready discussion.
Archive an Illustration
Use Archive from the illustration list or detail header to remove an illustration from the active workspace. Archiving preserves its saved revision history instead of permanently deleting the planning record.
Planning Limitations
Strategy Illustrations are hypothetical planning analyses, not tax, legal, or investment advice. Confirm tax-lot data, financing availability, security-transfer rules, and final tax treatment with the client’s qualified professionals.
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