> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tilt.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Review your advisor book

> Find clients and accounts that need setup, holdings, optimization, or proposal attention.

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.

## 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.

## 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.

<Frame caption="Use the book view to choose an account, then inspect its proposal.">
  <img src="https://mintcdn.com/tilt/mbgOC6amkdVgcoz6/images/advisor/book-review.svg?fit=max&auto=format&n=mbgOC6amkdVgcoz6&q=85&s=46c48718b18ee6cf8db5fba181d5a04c" alt="Book review groups setup and holdings exceptions, proposal queue status, and accounts selected for detailed review." width="850" height="205" data-path="images/advisor/book-review.svg" />
</Frame>

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.

<Frame caption="The Bulk Optimization view separates recent activity from client selection.">
  <img src="https://mintcdn.com/tilt/mbgOC6amkdVgcoz6/images/advisor/bulk-optimization-overview.jpg?fit=max&auto=format&n=mbgOC6amkdVgcoz6&q=85&s=05b9cedbf5e8056d956848a0793c1c2e" alt="The Bulk Optimization page shows recent optimization, completion, and failure counts above the Select Clients to Optimize section." width="840" height="750" data-path="images/advisor/bulk-optimization-overview.jpg" />
</Frame>

## 3. Open the exception that matters

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