Equitease / coming soon
A formidable investment simulation and financial intelligence product for sophisticated self-directed investors: whole-campaign history, recovery, settlement, opportunity cost, projections, configurable rules and capital rotation in one inspectable system.
Your broker shows the position. Equitease is built to explain the capital story behind it.
Follow every injection, entry, partial exit, distribution, cost, recovery event and settlement delay across the life of an investment campaign. Then open dedicated scenario laboratories around your own records and rules to examine how different routes change exposure, liquidity and the opportunities your capital cannot pursue at the same time.
Product vision
Scenario intelligence workspace
Fictional interface concept / not a current product screenshot
The campaign model
Sophisticated campaigns rarely happen in one clean trade. They accumulate entries, partial exits, fresh injections, recovered principal, distributions, costs, settlement gaps and reallocation decisions. Equitease preserves that whole economic history so today's position can be understood in the context that produced it.
01
Reconstruct the economic record behind a holding across entries, partial exits, reinvestments, fees, user-recorded taxes, distributions and cash movements. Equitease treats them as one evolving campaign instead of a pile of trades ending in today's residual position.
02
Separate contributed capital actually returned from value still represented in the market, profit already harvested and principal that remains unrecovered. The result is a more demanding view of exposure than a green percentage beside a position.
03
Distinguish executed proceeds from cash that is genuinely settled and available. Pending settlement, restrictions, costs and timing friction stay inside the model so a new route is not funded with capital that cannot yet move.
04
Trace injections, withdrawals, reallocations and profit harvesting as first-class campaign events. Compare the case for keeping capital exposed with the alternative campaigns, liquidity or recovery objectives that commitment leaves unfunded.
Buys and sells are only the visible edge of a campaign. Injections alter the capital base. Partial exits may recover principal, harvest profit or fund another objective. Fees, user-recorded taxes, distributions, settlement movements and withdrawals change both economic outcome and immediate purchasing power. Equitease is designed to retain those distinctions rather than compress them into average cost and current market value.
Investor pressure points
Equitease is shaped around moments when a visible position is not enough to explain the capital state or the consequence of the next choice.
Pressure 01
A broker screen can show an unrealised gain against the current residual holding.
The investor still needs to know how much contributed capital has actually returned, how much value remains represented in the market and whether previous exits recovered principal or merely changed the shape of exposure.
Pressure 02
A transaction can appear complete while proceeds remain unsettled, restricted or reduced by friction.
A credible next route must distinguish executed value from cash genuinely available for recovery, withdrawal or redeployment, otherwise the comparison begins with capital the investor cannot yet use.
Pressure 03
A position can be defensible in isolation and still prevent a stronger liquidity, recovery or allocation objective.
Opportunity cost becomes visible only when the model shows what remains committed, what a route could release and which competing campaign or reserve that capital could support instead.
Scenario laboratory
Compare a selected route with a separate baseline, then change value path, additional capital, time horizon, reserve floor and stress environment. The model recalculates recovery, settled liquidity, retained exposure, rule states and opportunity cost while keeping the recorded starting state intact.
Reading the laboratory
Equitease keeps each layer visible so an attractive output cannot detach itself from the campaign record, investor-controlled inputs or the boundaries of what the model can establish.
01
Campaign events, contributed capital, recovered principal, represented value, settlement and sourced observations establish the common factual starting point.
02
The selected route, price range, additional capital, timing and configurable rules remain explicit inputs rather than invisible transformations.
03
The laboratory shows how the assumptions alter recovery, available capital, settlement friction, retained exposure and the competing use of capital.
04
The result is a comparison to interrogate, not advice, a prediction or an instruction. The investor remains responsible for judgement and any transaction.
Scenario intelligence
A serious simulation must do more than draw an optimistic curve. It should expose the assumptions, timing, settlement constraints, capital consequences and opportunity cost of each route, while preserving the recorded campaign as the common point of comparison.
01
Create a dedicated simulation for a campaign, thesis or capital event, then vary price paths, timing, injections, withdrawals, costs and release priorities without rewriting the recorded history. Each laboratory isolates its assumptions so routes remain comparable and auditable.
02
Place hold, recover, harvest, inject, withdraw and rotate routes beside one another. Inspect not only the modelled result, but the capital each route keeps committed, the liquidity it releases and the competing opportunity it postpones.
03
Re-run configurable rules against prior observations and the information recorded at the time. Historical replay is designed to expose timing, sensitivity and rule behaviour without converting hindsight into a forecast or implying that a past route would repeat.
04
Express the investor's own thresholds, recovery priorities, capital limits and rotation conditions as visible rules. Run assumption-led projections through those rules with ranges, versions and provenance intact instead of hiding uncertainty inside one persuasive target number.
Coming-soon product vision
The Equitease concept below brings capital history, recovery, settlement, sourced market observations, configurable rules and competing routes into one operating view. It shows the intended product experience using fictional data; it is not a current application screenshot or a representation of live investment outcomes.
Equitease campaign cockpit
Capital pathways in one operating view
Market-data provenance
Market inputs can look precise long after their decision value has decayed. Equitease is designed to carry source, observation time, freshness, fallback state and confidence limitations into every campaign view and simulation influenced by market data, so an investor can see what a result depends on before relying on it.
Multi-campaign simulation
Opportunity cost becomes concrete when campaigns are modelled together. Equitease will extend scenario intelligence across multiple objectives so a route can be examined against wider portfolio constraints, settlement schedules, liquidity needs and competing claims on the same capital.
Capital released from one campaign may recover contributed principal, wait in settlement, strengthen a cash reserve, fund another thesis or remain deliberately unallocated. A multi-campaign laboratory makes those dependencies visible, allowing the investor to compare timing and trade-offs without turning the model into a recommendation or optimiser.
Coming soon. The laboratory compares user-controlled routes while leaving allocation decisions and capital movement entirely with the investor.
01
Represented value, recovered principal, remaining exposure, settlement status and the rules currently governing the campaign.
02
The alternative use of capital, its assumptions, its time horizon and the settlement or transaction friction required to reach it.
03
Concentration, genuinely available cash, dependencies between campaigns and allocation limits defined by the investor.
04
Why capital moved or stayed, what the investor expected and what evidence, assumptions and alternatives were visible at the time.
Coming soon
Equitease brings the factual discipline of campaign accounting together with forward-looking, assumption-led simulation. The intelligence foundation establishes what happened and what capital state exists now; the coming-soon simulation suite creates dedicated laboratories for examining what different choices could mean next.
Intelligence foundation
Simulation is only as useful as the state it begins from. Equitease anchors each laboratory to a durable campaign record, explicit capital classifications and traceable market observations, giving every route a common factual baseline without allowing the scenario to mutate history.
Coming soon
The coming-soon suite expands that baseline into route-specific laboratories for recovery, projection, settlement and capital rotation. Investors will be able to challenge their own rules and assumptions across one campaign or many, with uncertainty and product boundaries kept visible.
Decision boundary
Equitease is designed to organise the investor's own records, rules, assumptions and comparisons. It does not provide personalised investment advice, recommend or execute trades, broker transactions, connect to accounts for dealing, hold cash or assets, provide custody, guarantee outcomes or replace regulated, tax or accounting professionals.
Product briefings can examine the whole-campaign model, dedicated simulation architecture, provenance discipline and the boundaries that keep financial intelligence distinct from financial services.
Equitease product briefings are available ahead of launch for investors and strategic partners.