Tax-aware reporting
Tax-aware portfolio analytics without pretending to be tax advice.
Review existing P&L under FIFO, LIFO, specific-lot, and mark-to-market views, with educational Section 475(f) context.
What it helps with
- - Compare existing P&L views under FIFO, LIFO, specific-lot, and MTM methodologies.
- - Keep receipts, reports, and review notes organized for a qualified CPA.
- - Read educational Section 475(f) context with IRS resource links before taking action.
Typical workflow
- 1. Connect or import existing trade history.
- 2. Review analytics under selected accounting methodologies.
- 3. Export organized records and consult a qualified CPA.
Important disclaimer
Tax-Aware Reporting is portfolio analytics. It does not compute personalized tax liability, does not prepare tax returns, and does not record Section 475(f) elections. Every tax page should link to IRS resources and recommend consulting a qualified CPA.