GainsKeeper's Sell Grade measures the tax consequences of selling your investments and ranks them accordingly.
The higher the Sell Grade value, the more favorable the trade is from a tax-standpoint. GainsKeeper assigns a
Sell Grade to each of your holdings and then ranks them from highest Sell Grade to lowest Sell Grade.
A Sell Grade greater than 1.0 will save you tax dollars.
A Sell Grade of 1.0 is neutral and has no tax impact.
A Sell Grade less than 1.0 will cost you tax dollars.
GainsKeeper's Sell Grade is derived from a proprietary algorithm that considers each tax-lot's adjusted cost basis (i.e. the original cost basis adjusted for all wash sales and/or corporate actions), current holding period (i.e. long-term or short-term) and current market price, and, most importantly, your personal tax rate and previous realized gains/losses, including the character of those gains and losses. In this way, GK's Sell Grade is customized to each individual's portfolio and tax situation.
