About
Built to make the plan visible.
What Ironlake is
Ironlake brings your written investment plan, accounts, and decisions together. See what you own across accounts and entities, compare scenarios, and review what changed and why.
Who it's for
Households keeping track of multiple accounts, tax questions, or assets held in a trust or business. You might manage the investments yourself, work with an advisor, or do some of each.
How the product fits a household
Start with an allocation model and your written investment rules (about 30 minutes). Add positions when allocation precision is worth the extra data. Add tax lots when the Loss Harvesting Scanner and capital-gains scenarios are worth the import effort. Each level is useful on its own. The product never demands a full data load before delivering value.
What it isn't
Ironlake is decision support and analytics. It is not a registered investment adviser. It does not place trades. It does not tell you which specific securities to buy or sell. You always decide; Ironlake gives you the math, the rule it matches, and the journal to record the rationale.
How we support professional conversations
Bring the plan, its assumptions, and your open questions to the professionals you work with. With your advisor, review what you paid and compare performance with the benchmark in your plan. Record what you agreed to revisit.
How we think about modeling
A model should inform the decision, not make it. Ironlake runs three scenarios (base, conservative, and stressed) from assumptions you can inspect and change. They are there to show whether the plan appears to cover what you need, and which assumptions it is most sensitive to.
Why “Ironlake”
Iron is durable. A lake is calm and clear. Software that holds a household's finances has to be both: built to last decades, calm through market cycles, and clear about what is actually going on.