Stack Wealth suitability engine

Investor risk profiling with transparent psychometrics, prudential caps, and file-assisted onboarding.

Connect account aggregator data, spreadsheets, or supporting PDFs, confirm the extracted financial snapshot, complete the workbook-aligned questionnaire, and receive a clearly explained suitability result with a branded exportable report.

Multi-format intake

Account Aggregator JSON, Excel uploads, and arbitrary PDFs all feed a normalized review workspace.

Exact workbook scoring

Raw tolerance, PJM caps, profile bands, and risk-comfort ranges are computed deterministically.

Transparent output

Every binding cap, warning, allocation recommendation, and report export is explained in plain language.