Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Every block Hazel can put in a plan, what each one says, and what it needs to work.
| Block | What it says | Needs |
|---|---|---|
| Narrative | A few sentences in plain language, written for this household | Nothing beyond the plan’s content |
| Mission statement | The household’s own words about what the money is for | Something the household has said about it |
| Block | What it says | Needs |
|---|---|---|
| Key numbers | A row of headline figures | The few figures that matter most |
| Highlight cards | What’s working, what needs attention | Short points to group |
| Info cards | A card per item: goals, accounts, opportunities, or a checklist | Comparable items |
| Block | What it says | Needs |
|---|---|---|
| Success gauge | Probability of success today, next to probability with the plan | Two modeled results |
| Probability bar | Today’s probability against where the plan lands, with an optional target marker | Both probabilities |
| Range of outcomes | The spread of results across simulated market paths | Results at two or more points in time. The band reads as a spread only while Monte Carlo is on in Market assumptions, where it starts on |
| Block | What it says | Needs |
|---|---|---|
| Scenario paths | Wealth over time: the current path against the planned one | One to four paths, and a title naming what the lines cover (portfolio balance, not net worth) |
| Stacked columns | Yearly columns split into their sources | A value per source per year, on one shared axis |
| Inflows & outflows | Money in and money out, side by side over the years | One flow above the zero line, one below, a figure per year |
| Whole-life cash flow | Every year’s money in, out, and remaining, as a chart plus a table | A solved year-by-year ledger, or up to three to switch between |
| Time spans | Commitments side by side over the years, the area showing what each costs | Two or three items, each with a start, an end, and a recurring amount |
| Timeline | Steps in order across the years | Events, each with the year or window it lands in |
| Block | What it says | Needs |
|---|---|---|
| Donut chart | How a total splits across its pieces | One or more slices |
| Breakdown chart | One total, broken into its parts | A stated total, parts that add up to it, nothing negative |
| Mix comparison | Labeled strips showing how each mix splits | One mix, or several to compare (current against target) |
| Block | What it says | Needs |
|---|---|---|
| Before & after | Up to five key figures, before and after the recommendations | Dials with a current and a recommended setting, both read from the plan’s own model, never typed in. To change one, ask Hazel in the plan’s chat |
| Bar chart | Bars comparing amounts across years or categories | A value per category |
| Scenario comparison | Two or three choices side by side, with a verdict | Two or three options, and rows whose figures genuinely differ |
| Progress to target | Stacked pieces against a target, with the space above them named | A target, the pieces against it, and a meaning for the space above: a gap, room to spare, or money accounted for |
| Change table | Rows shifting from one value to another, with a total | Each row’s new value, plus the old one where there is one |
| Block | What it says | Needs |
|---|---|---|
| Ranked list | The Social Security claiming decision: the monthly payment at each start age, plus the lifetime total | Two to six start ages, today’s option as the reference, and a planning-age dial. For other rankings, ask for a Bar chart |
| Priority list | Hazel’s ranked priorities for this household, one panel per priority | Leave it empty and Hazel picks the priorities; pin blocks inside to require specific ones |
| Savings order | Where each next dollar of savings goes, in order | The rungs in order, each with an annual and a monthly figure |
| Block | What it says | Needs |
|---|---|---|
| Recommendation | One recommendation, its reasoning, and Approve or Ignore. Approving records it in the Decision log | A decision worth putting in front of the household |
| Decision log | Decisions made, approved, and still open | Nothing. It starts empty and fills as decisions are approved, so place it early |
| Questions | Up to three assumptions for the household to confirm or correct, pre-filled with what Hazel assumed | At least one assumption Hazel wants confirmed. The plan already stands on those values, so answering is optional |
| Asset location moves | Which holdings move to which accounts, and why | An account to move from, one to move to, and a reason |
| Block | What it says | Needs |
|---|---|---|
| Tab group | Each block inside becomes a tab, and Hazel finalizes the grouping when it builds | The blocks you want behind tabs |
| Levers to try | Dials the household can move, with every bound figure moving as the dial moves | One or more dials the plan defines. Only dials your browser can recompute appear as controls; ask in chat for anything needing Hazel to re-solve the plan |
| Table | Rows and columns: accounts, amounts, schedules | Column headings and at least one row |
