How-to

How to do it in Ironlake.

Short, concrete walkthroughs for the workflows that matter. The first few take you from a blank start to a finished artifact with nothing imported; later ones cover bringing in your positions and the tax-precision tools that build on them.

Build your investment plan (IPS)
Write a governing investment plan in Ironlake end to end - objectives, risk, sell rules, and tax-location rules - then keep it as your household's policy.
Create a model and run the projection
Adopt or build an asset allocation model in Ironlake, then run the deterministic projection across base, conservative, and stressed scenarios.
Run your year-end checklist
Use Ironlake's situational year-end checklist to see which pre-December-31 tax items apply to your household, each with its own math and deadline.
Import your Schwab positions
Bring your Schwab holdings into Ironlake from a CSV export - account by account - to unlock allocation rollup, look-through exposure, and income by tax character.
Tag an account by management type
Mark each account as self-directed, advisor-managed, or institutional so Ironlake frames its analytical surfaces correctly - actionable, conversation-ready, or read-only context.
Scan for tax-loss-harvest candidates
Use Ironlake's Loss Harvesting Scanner to flag lots showing a loss, see the tax benefit and wash-sale risk, and pick replacements from your own curated library.
Run a monthly review
Capture a point-in-time monthly review in Ironlake - allocation vs. your model, income by tax character, band breaches, and the decisions you made - as a permanent record.
Export your IPS as a PDF
Generate a formatted PDF of your finalized Investment Policy Statement in Ironlake - objectives, risk, rules, and allocation - to share with a spouse, CPA, attorney, or trustee.
Share read-only access with your spouse, CPA, or advisor
Invite a spouse, CPA, trustee, or advisor with a role that grants read-only access to just the sections they need - you keep sole control of every change to the record.