Case 01 · Investools

A workspace for rules, checks, and proposals.

Investools is a financial web application built at Valid's Studio. These are cropped product surfaces. Private balances, account names, and credentials are not on this page.

Role
Product design and web application
On screen
Truth check, policy studio, proposals
Not shown
Balances, account names, credentials
Investools IT Buddy screen for a broker truth check. Account scope is set to auto. No balances are shown.
IT Buddy runs a truth check against a connected broker. A screenshot is optional. This crop leaves out the workspace header, where a portfolio total would appear.
Investools portfolio policy studio showing allocation and concentration percentage fields.
The policy studio holds allocation and concentration limits. These percentages are configuration settings in the product, not performance results or returns.
Investools proposals screen with a generate button, draft counts, and buy, sell, and review filters.
Proposals collect drift-driven recommendations for review. The draft summary is an allocation mix from the product, not an account balance.

The check compares the workspace with a broker connection. Rules feed alerts. Proposals stay in an inbox until someone reviews them. That is what these screens support. They do not support a claim about returns.

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