What to export before a planning session in Jongno

Before a Portfolio Allocation Session or Break-Even Review, export balances from each venue you still use. One combined CSV is ideal; separate files are fine if columns are labeled.

Add approximate cost basis where the export is blank. Guessing is worse than a range — write “unknown” and we will mark the cell instead of inventing fills.

On the PC you will use in the session, open your preferred spreadsheet and confirm you can share the screen or sit at the Jongno office with the file on a USB or cloud folder you control. Close unrelated chat windows; the hour goes faster when the desk is quiet.

Bring questions that fit the session type: weights and cash for allocation, flat prices for break-even, unit math for sizing. Mixed agendas usually need two bookings.