Tax Loss Harvesting
Tax loss harvest opportunity
80% Tax Efficiency
$ 9,165.95
Save upto $ 2,749.79 in your income tax for FY 2016-17
Holdings with unrealized loss (Reports are as on end of day: 31st Mar 2016)
| # | Security Name | Symbol | Asset Class | Quantity | Buy Avg | Buy Value | Prev. Closing Price | Present Value | Profit |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | Equity | 325 | $ 110.17 | $ 35,805.60 | $ 108.80 | $ 35,360.00 | $ -445.60 (-1.24%) |
| 2 | Facebook Inc | FB | Equity | 464 | $ 116.40 | $ 54,009.35 | $ 113.93 | $ 52,865.60 | $ -1,143.75 (-2.12%) |
| 3 | Amazon.com Inc | AMZN | Equity | 123 | $ 655.08 | $ 80,784.70 | $ 593.64 | $ 73,208.10 | $ -7,576.60 (-9.38%) |
| Total | 912 | $ 170,599.65 | $ 161,433.70 | $ -9,165.95 (-5.37%) |