The Wealth Auditor gives independent verification of performance, costs and mandate adherence. It starts from your own statements. It computes returns with TWR, linked modified Dietz or CAGR, depending on the data grade. It sets the benchmark from your stated investment policy. It also checks costs, fees, fund overlaps and mandate drift. Every figure is sourced and graded.
Each input receives an A, B or C data grade. The grade decides which return method applies. Gaps in the data are flagged, never filled in. When data is insufficient, the Wealth Auditor stops the calculation and says so. Every figure carries its grade.
Step 1: you provide your statements. Through MCP, they come from your own AI client. Step 2: the data is assessed, and insufficient data stops the calculation. Step 3: returns are computed and compared with the benchmark from your policy. Step 4: you get a report with a methodological annex.
You receive an audit report and a methodological annex. The results are deterministic. Every number is sourced and graded. You get true returns, real costs and mandate drift.
The Wealth Auditor does not execute orders. It does not issue recommendations. It does not guess around gaps in your data. It verifies and reports.
Request early access to audit a portfolio from your own statements. You get true returns, real costs and mandate drift, with every number graded and sourced. The auditor abstains when data is insufficient.
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