Import & Build
Step 1: Load universe → Step 2: Score & shortlist → Step 3: Build 6-fund portfolio
Supabase Connection
Cloud database sync — scores and clients auto-sync across devices
Checking...
Logged in as:
—
Setup: Replace SUPABASE_URL and SUPABASE_ANON_KEY in the code with your project credentials.
HubSpot CRM Sync
Export client data → drop into Cowork → auto-syncs to HubSpot
How to sync: Click export → drop the JSON file into Cowork → it pushes to HubSpot automatically.
Fields synced: name, policy numbers, risk profile, portfolio grade, last review date, next review date.
Fields synced: name, policy numbers, risk profile, portfolio grade, last review date, next review date.
Snapshot History
No snapshots yet
📈
No score history yet
Build a portfolio to start tracking
All Funds
Full universe — ranked by composite score
Top 25 Shortlist
Score and rank all funds to generate shortlist
6-Fund ZUR Portfolio
Build your recommended portfolio via Import & Build
Recommended Portfolio
Core + Satellite allocation — used as benchmark for all client grading
Clients
Select a client to open their workspace, or create a new one
👥
No clients yet
Add your first client to start tracking portfolios