📈 Tax Portfolio Dashboard

Equity positions & unrealized PnL by tax-lot · last session … · prices as of … · token-free live marks

Last refreshed: static (embedded) auto-refreshes every 60s

Return correlation 1mo daily returns · concentration-of-risk lens

Drawdown ladder distance from 52wk high · TLH lens (harvest losers, keep winners)

Catalyst radar research calendar · read-only mirror

Thesis monitor agentic intel · per-entry as-of dates

Watchlist (not held):

Main-book equity curve

📊 Positions by Tax Lot

Symbol	Qty	Avg Cost	Price	Mkt Value	PnL $	PnL %	ST PnL	LT PnL	ST/LT

📉 Unrealized PnL by Position

🏺 Recommended Harvest Candidates

⚠️ Disclaimer: This dashboard and its recommendations are informational only and do not constitute tax, investment, or legal advice. Tax-loss harvesting is subject to wash-sale rules (30-day substantially-identical repurchase ban). Consult a qualified tax professional before acting.

📊 Concentration

Combined real exposure (equity + option delta) as % of book · source data/concentration.json · as of …

Stress ladder spot ±% shocked, options repriced Black-Scholes at constant IV/DTE · source data/stress.json

📒 Wash-Sale Tracker

Unrealized loss candidates & 30-day wash-sale lockout · source data/wash_sale_risk.json · green flag = re-entry window open

💵 Realized PnL (3-mo)

Total Realized

Full daily history: realized_pnl_view.html

⚡ Risk Scenarios

AI-correction & idiosyncratic shock model · source data/scenarios.json · $-hit on real exposure base