🧰 Tools
A Tool is a standalone calculation: you supply the data for one operation, and it returns a result or a structured error. It is not an instruction to modify your portfolio.
The Tool platform is stable and still being refined. The catalogue currently offers exactly one tool:
| Tool | What it does |
|---|---|
| PAC allocator | Plans which purchases bring an allocation as close as possible to its target, using the cash and contributions available now. |
Its card opens a guided planner. Its own page explains how to use it and what the calculation engine behind it does.
A second tool was withdrawn
The catalogue previously offered a Portfolio Rebalancer next to the PAC allocator. Both were prototypes and both were removed. Only the PAC allocator has been rebuilt so far, so a bookmark to the Rebalancer's documentation page no longer resolves.
🖱️ Opening a tool
Open Tools from the sidebar to see the catalogue as a grid of cards. For a ready tool, the entire card is clickable, not just its title or an icon; an arrow indicator marks it as open-able. A tool whose interface is missing has neither, and states its situation on the card instead.
Both the catalogue and an open tool show:
- a Documentation action linking to that tool's page, with a label that appears next to the icon on wider screens and collapses to an icon-only control on narrow screens;
- a Reload action that reloads the catalogue (from the hub) or the current tool's interface (from an open tool), with the same responsive icon-only behavior; reloading an open tool first asks for confirmation (Reload tool?), because it replaces the interface and discards its current draft;
- the tool's compatibility pair,
Backend/API <contract_version> · UI <ui.version>, with no separate build or implementation number shown alongside it.
When some catalogue entries or interfaces are unavailable, the hub says how many and points to Settings → About → Plugin diagnostics.
ℹ️ Good to know
- A tool never changes your portfolio. It records no transactions, places no orders, and saves nothing to your portfolio: acting on its result is up to you.
- Server busy, or a time limit reached? You get no result, and that says nothing about your figures: wait a moment, then try again.
- A tool is missing or cannot be opened? Look in Settings → About → Plugin diagnostics: its Tools panel says, tool by tool, whether it is available and, if not, why. See About.