PORTAX After-Tax Portfolio Analysis
PORTAX After-Tax Portfolio Analysis offers sophisticated optimization and asset allocation tools for investors. It evaluates up to 100 assets across 120 periods, providing insights on asset weight, market value, cash flows, and after-tax returns. Featuring margin trading, Monte Carlo simulations, and customizable “What If” portfolios, it accommodates diverse tax structures and international markets.
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Top PORTAX After-Tax Portfolio Analysis Features
- After-tax performance analysis
- Multiple investment horizons
- Asset class diversification modeling
- Custom portfolio comparisons
- Monte Carlo risk analysis
- International tax modeling
- Dynamic economic cycle adjustments
- Margin trading capabilities
- Short sales management
- Futures trading options
- Extensive client reporting tools
- User-defined asset classes
- Daily to annual analysis
- Historic asset performance data
- Cost basis tracking
- Cash flow projections
- Turnover rate calculations
- Customized tax scenario modeling
- Cross-hedge strategies
