Target Allocation — edit targets, changes apply instantly
| Asset Class |
Target % |
Current $ |
Current % |
Drift |
Visual |
Action |
$ to Trade |
| TOTAL |
|
— |
100% |
| | | |
All Positions — change class assignment with dropdown
| Symbol |
Description |
Shares |
Price |
Market Value |
Cost Basis |
Gain / Loss |
Asset Class |
% of Port |
Trade Action Plan — exact shares at current price
Tax Order:
① Tax-advantaged accounts first (IRA/Roth — no gains tax) ·
② Harvest losses in taxable ·
③ LTCG only (0% rate at 12% bracket) ·
④ Avoid short-term gains