{% include "_projection_card.html" with context %} {% if not has_tax_config %}

Enable tax projection

The projection above multiplies your realized gains/dividends/interest by your tax rates to estimate this year's bill. To enable it, save the snippet below to ~/.net_alpha/config.yaml and edit the values to match your situation, then refresh.

tax:
  filing_status: single        # single | mfj | mfs | hoh
  state: CA                    # ISO state code; "" = federal-only
  federal_marginal_rate: 0.24  # your top federal bracket
  state_marginal_rate: 0.093   # your top state bracket (or 0)
  ltcg_rate: 0.15              # 0 / 0.15 / 0.20
  qualified_div_rate: 0.15     # usually same as LTCG

Rates are stored locally — nothing leaves your machine. The harvest queue, offset budget, and wash-sale views all work fine without this section; only the year-end tax projection needs it.

{% endif %} {% if has_tax_config and projection %}

Breakdown

Short-term gain

{% if projection.realized_st_gain < 0 %}−{% elif projection.realized_st_gain > 0 %}+{% endif %}${{ "{:,.2f}".format(projection.realized_st_gain|float|abs) }}

Long-term gain

{% if projection.realized_lt_gain < 0 %}−{% elif projection.realized_lt_gain > 0 %}+{% endif %}${{ "{:,.2f}".format(projection.realized_lt_gain|float|abs) }}

Qualified div

${{ "{:,.2f}".format(projection.qualified_div|float) }}

Ordinary div

${{ "{:,.2f}".format(projection.ordinary_div|float) }}

Interest income

${{ "{:,.2f}".format(projection.interest_income|float) }}

{% endif %}