Unrealized gains, tax-loss harvesting candidates, and income tracking
Tax Intelligence
Generating analysis...
Largest Embedded Gain: IWF
IWF has an embedded gain of $1,185,607 with an estimated tax cost of $266,762 at current rates.
Tax estimates assume: Federal LTCG rate 20% (37% bracket), state rate 2.5%. Update in Settings > Profile.All positions assumed long-term. Consult your tax advisor for actual tax liability.
PortfolioLens is for informational purposes only. Not financial advice. Consult a licensed financial advisor before making investment decisions.