Pre-trade tax impact is the estimated tax a trade would trigger, shown before you make it.
PortfolioPilot shows a Tax impact line on recommendations and on the order execution list, estimated from your cost basis and marginal rates. It covers taxable accounts and federal tax only. Part of Gold. Not tax advice.
Illustrative trades.
PortfolioPilot pre-trade tax impact demo. Illustrative trades.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
Income, filing status and country.
Each recommendation shows Tax impact before you act.
Your basis and your rates.
Matched first in, first out.
Short or long term.
Marginal federal rates from your income.
Taxable accounts only; no state tax.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
On each recommendation and the order list.
See the Help Center. Read more in the Help Center →
No.
Gold and above.
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