Advisor Workbench

BDC, CEF, and model portfolio work in one place.

Screen BDCs and CEFs, test model changes, and produce a recommendation memo from the same workflow. The page shows the work directly instead of wrapping it in product marketing.

415 tracked instrumentsUpdated Apr 9, 5:53 AM UTCBDC + CEF coveragePDF, share link, archived memo

Saved Screen

Income opportunities: discount + coverage upgrade

Refreshed daily

These names are surfaced because they improve yield, coverage quality, or sector balance inside an income sleeve the advisor already manages.

Now

3 candidates worth review today

Model Yield

+42 bps

Stress Profile

-1.3% drawdown

Ticker	Type	Yield	Discount	Coverage	Why it surfaced
ARCC	BDC	+9.30%	+7.32%	1.16x	coverage upgrade, portfolio fit
MAIN	BDC	+7.10%	+7.25%	1.21x	quality tilt, lower volatility
UTF	CEF	+7.80%	+12.67%	n/a	discount reset, sector balance
AVUV	ETF	+1.82%	n/a	n/a	income sleeve diversification

Client-Ready Output

Prepared for

Retiree income sleeve review

Provenance

Histometrics live screen + model workspace

Updated

Apr 9, 5:53 AM UTC

Format

PDF, share link, archived note

Recommendation Memo

RecommendationAdd ARCC, reduce PDI

Reasonbetter income mix, better coverage durability

Stress profileimproves in 2020 and rate-shock scenarios

Client contextincome-focused retiree sleeve

Supporting evidencediscount screen, model impact, coverage history

Model Portfolio Workspace

Income Sleeve A

Current sleeve

ARCC / MAIN / UTF / EVV

Suggested change

Add UTG, reduce PDI

Expected result

similar income, cleaner stress profile

Use case

retiree income sleeve with downside discipline

Coverage And Methodology

Trust and depth, not more feature noise

Coverage clarity

Show what is live, what is pending, and what is seeded before deeper clicks.

Methodology

Make source, refresh cadence, and assumptions visible without a legal-page detour.

Compliance posture

Informational, advisor-facing, and explicit about where analysis ends and recommendation responsibility begins.

Design rule: fewer boxes, one stronger story, one named workflow.Copy rule: product terms only, no mood words.

Live screens

BDC and CEF screens stay shareable, saved, and tied to the metrics advisors already use.

Open screen

Model changes

Test sleeve changes with distribution-aware backtests before the work turns into a client recommendation.

Open backtests

Source depth

Price, NAV, discounts, filings, and distribution history stay on the same page instead of behind a chain of lookups.

Open ticker page

Portfolio Library

Starting points already mapped into the product

The homepage sells the workflow. The deeper product still needs clear starting points for advisors managing repeatable client sleeves.

BDC Income

A yield-heavy three-BDC model that emphasizes coverage and discount discipline.

pro

All Weather Lite

Simple multi-asset mix for advisors who want a conservative benchmark portfolio.

free

FIRE Conservative

Lower-volatility drawdown-aware model for accumulation and withdrawal testing.

pro

Live Coverage

Focus Universe

411

Demo-backed

Queued

394

Informational product, no brokerage links or order routing

Coverage status stays explicit before and after sign-in