Transition Analysis Types

The Transition Analysis tool allows for three types of transitions:

• Full Transition:

• Identifies and completes all necessary trades to transition from the current client portfolio to the transition security.

• Tax Efficient Transition:

• Sells all losing positions (positions with net losses) based on their cost basis.
• Sells winning positions incrementally, starting with the smallest positions, until the total amount of sales nets out.
• Ensures the user ends up owing 0 in taxes using this method.

• Custom Transition:

• Allows the user to manually enter transactions by shares or dollars without completing any trades automatically.