ExitLedger

Portfolio-first planning workspace

A calmer review surface for portfolio visibility, tax context, and exit planning, with the preview route still available for in-progress UX tests.

Preview build

Alerts

Alert policies

Configure calm, informational notifications for price targets, milestone updates, and readiness reminders.

Push first

Default channel for informational planning updates.

Enabled by default

SMS as Pro

Visible but clearly gated without aggressive prompts.

Pro only

Readiness reminders

Support non-price planning notifications in the same calm system.

Supported
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