Transition Analysis: Overview

YCharts’ Transition Analysis tool streamlines the portfolio transition process to enhance your practice’s proposal workflow and ensures any transition plan is mindful of your client’s tax budget.

To complete a transition analysis:

1. Create a Client Portfolio type portfolio
   1. Hover over Tools > select Portfolios
   2. Select 'Create New' at the top right
   3. Select Client Portfolio
2. From the Portfolio Editor page select the Advanced Portfolio Settings toggle
3. Select the Show Avg. Cost Basis per Share checkbox
4. Enter the average cost basis per share for each holding
5. Save the portfolio
6. Select the Transition Analysis tab
7. Choose the portfolio you'd like to transition to in the Transition Security section at the top left
8. Select a transition type in the Transition Type dropdown
9. Adjust the tax rate using the gear icon at the top right, if needed
10. Select Run
11. Edit the transition analysis using the Edit Holdings button if needed