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How to Adjust Potential Tax in Portfolios

The Potential Tax affects the Tax Impact of your Transition Analysis. The default potential tax is set to 15%, but you can adjust this within your account by following the instructions below: 

1. Open your portfolio and head to the Transition Analysis tab

Adjust Model Portfolio Holdings and Transition Analysis - Step 0

 

2. Click on the gear icon next to the Potential Tax field

Adjust Model Portfolio Holdings and Transition Analysis - Step 1

 

3. Adjust the tax value

Adjust Model Portfolio Holdings and Transition Analysis - Step 2

 

4. Select Update

Adjust Model Portfolio Holdings and Transition Analysis - Step 3