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An imagined portfolio
A clearer view of your money.
Sample · not saved
Tax year 2026 · Single · NY / NYCSale date Nov 1, 2026
Estimated net cash after liquidation$198,637Inspect calculation
$215,000 accessible value minus $16,363 marginal hypothetical tax. Retirement and private equity excluded. No sale is executed.
Portfolio value$365,000Inspect calculation
Sum of all entered valuations, including $120,000 retirement and $30,000 private equity.
Additional taxes and penalties$16,363Inspect calculation
Annual liability with accessible holdings sold ($124,395) minus annual liability without sale ($108,032). No retirement withdrawal, penalties, fees or credits modeled. A negative amount represents a modeled tax reduction.
Your holdings
User-entered valuations · not live prices
Cash savingsCash · Entered$25,000Accessible today
- Adjusted cost basis
- Unresolved
- Acquired
- Unresolved
- Holding period
- Unresolved
- Valued as of
- Nov 1, 2026
- Unrealized gain / loss
- Unresolved
Index fund lotBrokerage · Entered$100,000Accessible today
- Adjusted cost basis
- $60,000
- Acquired
- Jun 1, 2023
- Holding period
- Long-term
- Valued as of
- Nov 1, 2026
- Unrealized gain / loss
- $40,000
Vested public RSUsEmployee equity · Entered$90,000Accessible today
- Adjusted cost basis
- $80,000
- Acquired
- Mar 15, 2026
- Holding period
- Short-term
- Valued as of
- Nov 1, 2026
- Unrealized gain / loss
- $10,000
Use adjusted basis including compensation already taxed at vest. Enter that compensation separately in Income.
401(k)Retirement · Entered$120,000Restricted
- Adjusted cost basis
- Unresolved
- Acquired
- Unresolved
- Holding period
- Unresolved
- Valued as of
- Nov 1, 2026
- Unrealized gain / loss
- Unresolved
Included in Portfolio value. Excluded from default sell-today proceeds.
Private-company sharesPrivate-company equity · Entered$30,000Illiquid
- Adjusted cost basis
- $20,000
- Acquired
- Jan 1, 2024
- Holding period
- Long-term
- Valued as of
- Nov 1, 2026
- Unrealized gain / loss
- $10,000
Illiquid valuation. No sale proceeds or liquidation tax estimated.
Accessible today $215,000Restricted retirement $120,000Illiquid private equity $30,000