PORTAX After-Tax Portfolio Analysis

The PORTAX After-Tax Portfolio Analysis software provides a robust solution for optimizing and analyzing taxable investment portfolios. By offering detailed insights into both marginal and actual after-tax returns, this software empowers investors to make informed decisions about their investments.

Key Functionalities:
- Detailed After-Tax Insights: Users can analyze their portfolios with a focus on after-tax returns, adapting to various tax scenarios.
- Modeling Capabilities: The software allows modeling for complex tax situations, ensuring accurate forecasting under different asset allocations and market conditions.
- Support for Multiple Period Horizons: Offers flexibility in analysis over varying time frames, helping investors make strategic decisions.
- Margin Trading and Short Sales: Incorporates advanced trading strategies, including margin trading and short sales, into the analysis.
- Futures Trading Analysis: Ensures comprehensive portfolio strategies by evaluating futures trading impacts on after-tax returns.
- Monte Carlo Simulations: Utilizes Monte Carlo simulations to forecast potential returns and assess risk, enabling better investment planning.
- Portfolio Customization: Allows users to create customized portfolios that consider international currencies and varying tax rates, enhancing the accuracy of analysis.

Reporting Features:
PORTAX offers extensive reporting capabilities, providing users with detailed reports that can be tailored to client needs, ensuring effective communication of investment strategies and outcomes.