ShadowPlan is an early-access portfolio planning prototype designed to help investors explore how transitioning a portion of a professionally managed portfolio into a self-directed “shadow portfolio” may reduce long-term advisory fees. The platform enables users to model and compare managed versus self-directed investment strategies through an intuitive planning experience. Users can enter or import existing holdings, estimate potential advisory-fee savings, analyse allocation scenarios, and compare future advisor portfolio updates alongside their own shadow portfolio performance. Built for forward-thinking investors, ShadowPlan provides a simplified way to visualise portfolio management decisions and better understand the long-term impact of advisory costs. As an early-stage prototype, ShadowPlan is intended for educational and planning purposes only and does not provide financial, investment, tax, or legal advice.
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