QUANTA
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read-only demo cases

See the system before connecting accounts.

Open a seeded backend session by tier. Demo mode can inspect data, but cannot edit records or import Plaid/Schwab items.

Personal

Loans / expenses / banks

Household operating mode with income, spending, bank nodes, and a seeded payoff cascade.

▒ Six months of cash-flow history
▒ 45 expense entries across recurring and variable categories
▒ Nine active loans with payoff prioritization
Cash reserve 6.2 months
Debt payoff 9 months faster

Tax

Tax workspace

Year-round tax workspace with income, deductions, estimates, and export-ready review items.

▒ W-2, 1099, and consulting income streams
▒ Quarterly estimate state for 2026
▒ Deduction and workpaper review queue
Q2 estimate ready
Safe harbor on track

Trader

Trading workspace

Trading workspace with execution analytics, capital-flow-aware returns, and tax routing.

▒ 118 synthetic executions for Apr 2026
▒ TWR and IRR separated from deposits and withdrawals
▒ 4797-ready tax route from trading activity
4797 ready
TWR +2.4% period

copy demo credentials

Personaldemo_personal / QuantaDemo2026!
Taxdemo_tax / QuantaDemo2026!
Traderdemo_trader / QuantaDemo2026!

review queue preview

Personal
// 3 April variance flags
// 1 unmatched bank transaction
// Loan payoff recommendation ready
Review Apr variance and confirm the payoff cascade.
Tax
// 2 tax warning items
// 1 deduction review item
// Workpaper export ready
Resolve the deduction review item before exporting workpapers.
Trader
// Tax route ready
// Journal reconciled
// Broker sync blocked in demo
Review the 4797 tax route and analytics summary.
Demo contains synthetic data. It is for product evaluation only.Create an enabled account to connect Plaid.