This component provides you with a complete and comprehensive report of your portfolio in terms of taxes. This report is divided into different sections:

First it provides a general overview of your portfolio analyzing, among other things, its quality, the generated capital nets and the taxes that you will have to pay the current year.

Below the overview, you will be able to analyze the evolution of your capital nets during the current year and in each of the last 3 years.

At the end, the component recommends some positions that are able to generate capital losses to reduce the current taxes.

Intelligence

The component calculates all the information using the historical trades of your portfolio and takes into account the different tax restrictions and rules of your country.

Where to use it?

This component can be used in a multitude of applications. Here are some examples:

• A client's private area so that they can carry out a taxes analysis of their investments.
• Internal application for advisors to analyse the client's losses and propose new assets to buy.
• Anything that you come up with.

Subcomponents

portfolio-tlh-report-header portfolio-tlh-evolution portfolio-positions