Tools
Deal flow, allocation, exposure, residency, and portfolio news in FamilyOFX.
Tools
The Tools sidebar group covers analysis and pipeline features beyond core holdings.
| Tool | Route | Summary |
|---|---|---|
| News | /news | Portfolio-related news digest (not marketing news) |
| Deal Flow | /dealflow | Kanban pipeline for opportunities |
| Allocation | /allocation | Asset class and category weights |
| Exposure | /exposure | Lookthrough and concentration analysis |
| Residency | /residency | Travel and tax residency day counts |
| Vaults | /vaults | Secure file sharing — see Vaults |
Some tools require feature flags or plan limits.
See individual guides in this section.