Alternative Asset Literacy — Retail

Signs in to an Alternative Asset Literacy retail account and reports whether it has an active subscription. Other tools in this server return full content for an account with an active subscription and a locked preview otherwise.

Looks up an advisor or firm in the public SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck records. Returns registration scope (active or inactive, broker-dealer and/or investment adviser) and whether either record lists a disclosure event. The searched name is sent to those two public services. A starting point for due diligence, not a substitute for the full public record.

Lists advisor-search networks (NAPFA, XY Planning Network, Garrett Planning Network, CFP Board) and a short list of fee-only firms that publicly state a focus on women clients or gender-lens investing, each with the public statement it is based on. A discovery list, not a recommendation. Without an active plugin subscription, returns the networks and firm names only; with one, adds the verification details and citations.

Models what a multi-year program of private-fund commitments (PE, VC, private credit and similar) does to cash flow over its life: capital calls, distributions, unrealized value and the year with the worst net cash flow. Uses a simplified adaptation of the Takahashi-Alexander pacing framework and runs several named forward-looking growth scenarios. Pass annual_liquidity_budget to see which years a stated budget would be breached. Without an active plugin subscription, returns the peak liquidity need under one scenario; with one, adds the multi-scenario comparison and year-by-year detail.

Full lesson content (including 'Female Artists: An Overlooked Asset Class') for an active plugin subscription; otherwise the 3 track titles and lesson titles only, with a link to subscribe.

Full summaries for an active plugin subscription; otherwise book/podcast/paper titles and authors only, with a link to subscribe.

Full content (hijack patterns, navigation strategies) for an active plugin subscription; otherwise the 4 region names and one-line functions only, with a link to subscribe.

Returns the regulatory disclosure, accredited investor definition and risk disclosure that apply to this plugin's content. Use it for questions about risk, eligibility, or what this content is and is not.

Given an asset type, returns the matching plain-language glossary terms. With an active plugin subscription, also returns the cognitive bias most likely to affect how people think about that asset type and a due-diligence angle; otherwise that part is a locked note.

A short, sourced statistic about women & finance, behavioral economics, alternative investing, or the art market.

A 2026 proposal, not institutionally adopted, to measure an economy by what it regenerates (ecological, social and capital dimensions) rather than what it produces. Presented as an unvalidated framework alongside established 'beyond GDP' precedents: Bhutan's Gross National Happiness Index, the UN SEEA Ecosystem Accounting standard, state-level Genuine Progress Indicators and Doughnut Economics. Full content with an active plugin subscription; otherwise lesson titles and key takeaways only.

A track on gender-lens investing as its own subject: the wealth gap in numbers, the funding gap for women-led ventures, how the strategy works across public and private markets, the history behind the gap, and what the peer-reviewed research does and does not support. Full content with an active plugin subscription; otherwise lesson titles and key takeaways only.

Browse all 351 glossary terms by category (Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing).

Looks up a term in the 351-term glossary covering alternative assets, DeFi, ESG, behavioral economics, art and gender-lens investing.

Full-text search across all 351 glossary terms and definitions.

Lists all 9 learning modules with a short description and whether each is available in full or as a preview.

Returns the content (sections, quiz preview) of a learning module. One module is returned in full; every other module returns its first section(s) and quiz, with the rest listed by title and a link to subscribe for full access.

What a GP-led continuation fund is, the conflict of interest at its center from both the GP's and the LP's side, who has a stake in the outcome without a vote, the behavioral framing of the 'roll or cash out' decision, and whether longer hold periods serve patient capital or defer accountability. Includes a gender-lens hypothesis, labeled as such. Full content with an active plugin subscription; otherwise lesson titles and key takeaways only.

Returns a curated reading list spanning behavioral economics, venture capital, economic history and policy.

Runs a Monte Carlo simulation (thousands of trials) estimating the odds that savings and contributions support a stated retirement income target. It does not assume a fixed withdrawal rule such as the 4% rule; the target income is an input. Reports the odds under each named forward-looking scenario (historical baseline, regime transition, AI-productivity acceleration, structural stagnation). Without an active plugin subscription, returns the success rate under one scenario; with one, adds the multi-scenario comparison and percentile detail.

How traditional assets (Treasury bills, money-market funds, private credit, real estate) are represented as on-chain tokens, who holds the underlying asset, where '24/7 instant liquidity' claims hold and where they fall short, and what U.S. regulators had said as of early 2026. Based on SEC primary sources and rwa.xyz market data as of September 2026. Full content with an active plugin subscription; otherwise lesson titles and key takeaways only.

Returns due-diligence, risk and tax checklists. Full checklists need an active plugin subscription; otherwise only titles and categories are returned, with a link to subscribe.

Why venture capital and private equity are separate categories, what 'accredited investor' means and the risks behind that requirement (illiquidity, failure rates, manager dependency), and what a family office is, including 2026 cost and AUM-threshold figures for single-family and multi-family offices. Full content with an active plugin subscription; otherwise lesson titles and key takeaways only.