This is the corpus the nine machines actually read — 111 files, exactly as they sit in the demo world. Raw CSVs open as plain data; markdown files open as plain text; rendered documents open as pages. Nothing here is downloadable software and nothing runs.
The firm's master records — households, accounts, fee schedules, the compliance calendar, RMDs, beneficiaries. CSV files are the raw data; .md twins are the readable versions.
Monthly account statements from the two (fictional) custodians, exactly as the office receives them.
The drafted quarterly register the Fee True-Up checked, and the fee-deduction letters.
Signed client agreements and account applications.
Checklists, transfer statuses, welcome letters — the paperwork chase in its natural state.
The advisor's client-meeting notes, including the one the beneficiary register contradicts.
The ADV brochure, Form CRS, attestations on file, and the 2024 exam letter.
Plans, prep workbooks — and the RMD tracker that quietly covers only 12 of 18.
Vendor invoices, payroll summary, the Q3 expense report.