Overview
The Rebalancer provides visibility into potential tax consequences before approving trades.
Where to View Tax Impact
📍 Batch Level
Pending Approval → Account list
📍 Account Level
Pending Approval → View Details → Select Account
📍 Comparison View
Single Account → Compare Best Fit vs Minimum Transaction
Available Metrics
Short-Term Gain/Loss
Long-Term Gain/Loss
Total Estimated Gain/Loss
Why This Matters
Helps avoid unintended tax consequences
Supports more informed trade decisions
Enables comparison across trade strategies
Historical Tax Data
Tax impact is also stored for completed rebalances in the History tab.