demo
3 cases
// resources
Documentation for evaluating and operating Quanta.
Start with the demo cases, then move through product surfaces by tier. These pages explain how Quanta is organized before external accounts are connected.
tiers
Personal / Tax / Trader
imports
Plaid / Schwab
Evaluation path
Open a seeded demo, inspect the relevant workspace, then create an enabled account only when you are ready to connect external data.
- ▒ /demo
- ▒ /personal
- ▒ /tax-workspace
- ▒ /trader
Personal workspace
Use Personal for income, expenses, banking, loans, cash flow, and monthly operating snapshots.
Tax workspace
Use Tax for estimates, deduction review, Schedule C support, NOL tracking, and workpaper preparation.
Trader workspace
Use Trader for execution journals, return analytics, fees, broker sync, and tax routing.