Back to toolsUpload a tax lot file to see transition scenarios. Values can't be entered by hand.
Analysis
Tax-Aware Transition Evaluator
Compare the tax cost and pace of moving a taxable account into a model.
Upload tax lots
Upload the client's tax lot file from your custodian. Every number below is calculated from the lots.
Expected columns: ticker, shares, cost_basis, market_value, acquired_date
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