LTCG · STCG · Tax-Loss Harvesting — Estimate your portfolio's tax exposure and generate an optimised harvesting sequence.
| Symbol | Shares | Avg Cost ($) | Purchase Date | Price ($, snapshot) |
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| Symbol | Type | Days Held | Cost Basis | Current Value | Gain / Loss | Tax Impact |
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No TLH candidates — all positions are at a gain or within the $500 threshold.