Dashboard
Current Positions
Symbol | Label | Purchase Date | Purchase Price | Current Shares | Amount | Estimated Taxes | Long Term Gains Rate | Qualifying Disposition | Annualized Return |
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Contribution Simulations
Symbol | Label | Offering Date | Purcahse Date | Offering Date FMV | Purchase Date FMV | Discount Percentage | Discount Price | IRS Limit | Contribution Amount | Share Count | |
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Purchase History
Symbol | Label | Offering Date | Purcahse Date | Offering Date FMV | Purchase Date FMV | Discount Percentage | Discount Price | IRS Limit | Contribution Amount | Shares Purchased | Remaining Shares | |
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Sales History
Symbol | Contribution Label | Sale Date | Average Price | Shares | Amount | Estimated Taxes | Long Term Gains Rate | Qualifying Disposition | |
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