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Use a book review to find exceptions across the advisor organization before opening individual accounts. The review reads current account and proposal state; it does not change models or run optimizations.

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1. Ask for a book summary

Ask Tilt Agent: “Review my advisor book. Show accounts missing a model, with stale or missing holdings, or without a current usable proposal. Put the clients and accounts needing attention first.” Check the organization and the coverage in the reply. A book summary can combine account setup, model assignment, holdings freshness, proposal coverage, and optimization failures. Ask for a named client or account when a summary needs more detail.

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2. Review the proposal queue

Ask: “Show this week’s optimization and proposal queue: completed proposals ready for review, work still running, failures, and accounts with no usable proposal.” Check the date window for activity counts. A proposal created before that window can still be the current result for an account. Status, failure, and missing-proposal claims require account-level inspection; a count alone cannot identify which account needs action.
Book review groups setup and holdings exceptions, proposal queue status, and accounts selected for detailed review.

Use the book view to choose an account, then inspect its proposal.

In the Tilt view, Bulk Optimization shows recent optimization activity and the client selection area. Use its date filters to check the activity window before interpreting the counts.
The Bulk Optimization page shows recent optimization, completion, and failure counts above the Select Clients to Optimize section.

The Bulk Optimization view separates recent activity from client selection.

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3. Open the exception that matters

For a missing model, tailor the account. For an account ready to optimize, review a rebalance. For a completed proposal, ask for its exact account and proposal before reading reports. A queue review alone does not rerun failed work or approve trades.