Option to show “Portfolio value after taxes” / “If sold today”
It would be useful to have an optional portfolio value that estimates how much the portfolio would be worth after expected taxes if all positions were sold today.
The calculation could use the current unrealized gains/losses and the applicable tax rate, showing for example:
Current portfolio value
Estimated tax liability
Estimated value after taxes (“If sold today”)
This would give a more realistic view of the portfolio’s actually available net value.