ExitLedger

Portfolio-first planning workspace

A calmer review surface for portfolio visibility, tax context, and exit planning, with the preview route still available for in-progress UX tests.

Preview build

Tax Center

Planning tax view

Continue from portfolio visibility into planning-grade gain and tax estimates for the currently selected portfolio. Filing outputs remain out of scope here.

Planning disclaimer

This section provides planning-oriented tax context for exit preparation, not accounting advice or completed tax work.

Values shown here depend on the selected portfolio, source coverage, cost basis assumptions, and tax-year inputs.

Use this page as planning context after reviewing Portfolio, not as a detached calculator or filing workflow.

Review estimates with a qualified tax professional before relying on them for filing decisions.

The MVP does not generate tax documents, accountant exports, or completed filing packages.

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