Interactive Demo — Sample data for illustration purposes
Tesseract Dashboard
Sarah Chen
VP of Engineering, Series D Startup
Live
Total Net Worth
$8,420,000
+3.2% this quarter
Projected Tax Savings
$168,000
Through optimized strategy
Action Items
2 urgent
5 total items
Asset Allocation
Equity Compensation52%
Public Investments24%
Real Estate14%
Cash & Fixed10%
Action Items
- HIGHExercise ISO tranche before June 30 AMT window
- MEDIUMRebalance public portfolio — tech overweight 8%
- HIGHReview Q2 estimated tax payment
- LOWSchedule estate plan review
- MEDIUMEvaluate RSU sell-to-cover vs. hold strategy
Upcoming Deadlines
ISO Exercise Window
2026-04-15
42 days
Q2 Estimated Tax
2026-06-15
103 days
RSU Vest Date
2026-07-01
119 days
Blackout Window Starts
2026-09-15
195 days