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invest4value
Feature Request: After-Tax Annualized Rate of Return

It would be great to see portfolio simulations on an after-tax basis.
View the feature request here .

Jan 11, 2018 5:01:22 PM       
dnevin123
Re: Feature Request: After-Tax Annualized Rate of Return

pretty sure they have had to turn this one down quite a few times before... if you are industrious you can calculate an After-Tax number yourself in Excel

Jan 11, 2018 11:11:30 PM       
jmh
Re: Feature Request: After-Tax Annualized Rate of Return

Also:

the amount of tax to be paid on capital gains and dividends depends on your personal situation and which country you are located in e.g. cap gain tax is 0 in Belgium and Switzerland as far as I know (but dividends are taxed); e.g. dividends in the UK are taxed but at various rates depending on the amount of dividends received and your total income.

In addition, retirement accounts would usually have some form of tax shield in many countries.

So, indeed, something you will probably have to do yourself with excel

Jan 12, 2018 6:30:01 AM       
pdemartino
Re: Feature Request: After-Tax Annualized Rate of Return

I can verify that we regard taxes as external to our models and product. Sorry, but this will never happen.

Jan 12, 2018 11:28:08 AM