agent · portfolio
Apex Agent
Rebalance toward my targets, but keep taxes as low as possible.
ask apex:
▸read holdings7 positions · 2 accounts
▸load targetsstocks 75 · bonds 15 · cash 7 · other 3
▸calc driftstocks -0.2 · bonds -1.8 · cash +1.1 · other +0.8
▸scan tax lots3 taxable positions with unrealized gains
▸sim 3 plansminimize taxable gains, then drift, then trades
✓done recommendplan B · tax-aware rebalance
working_Your biggest gap is bonds at -1.8% vs target. Plan B (tax-aware rebalance) gets every class within 0.8% with no taxable gains.
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Proposed plans
Plan B · Tax-aware rebalancerecommended
Rebalance only inside accounts like a 401(k) or IRA, where trades don't create a tax bill.
sells
1
off target after
0.8%
taxable gains
$0
drift · now vs afternowaftertarget
Stocks & funds
75→75% / 75
Bonds
13→14% / 15
Cash
8→7% / 7
Other
4→4% / 3
orders
SELL$24,000
Cash
tax-advantaged accounts
BUY$3,900
Stocks & funds
tax-advantaged accounts
BUY$20,200
Bonds
tax-advantaged accounts
Arithmetic on your synced data, not financial advice. Apex is read-only; you place every trade.