$184.6KEstimated tax savingsLocal reference estimate
Reference portfolio · local scenario
PRISM COMMAND CENTER
Tax-aware optimization with computational evidence.ReferenceReference portfolio snapshotLocal scenario · no engine run
97.8%Index exposureLocal reference scenario
0.50%Tracking errorDraft local constraint
312Tax lots optimizedLocal reference subset
+2.17%After-tax improvementLocal reference estimate
Reference frontier
Reference calculationAFTER-TAX FRONTIER
After-tax frontierCurrent portfolioConstraintEfficient region
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Tracking-error constraint0.50%Drag or use arrow keys
| Scenario | Tracking error | Estimated tax alpha | Realized gains |
|---|---|---|---|
| Low Tracking Error | 0.08% | 0.25% | $3.2K |
| Current Portfolio | 0.72% | 0.80% | $0 |
| PRISM Recommended | 0.50% | 2.84% | $18.4K |
| Tax Maximum | 1.40% | 5.05% | $42.8K |
Local scenario
OPTIMIZATION CONTROLS
Harvest losses
Wash-sale protection
Factor neutrality
Reference calculation readyNo live solver or paid engine callIllustrative
Draft scenario · local controls
3 active · 3 availableACTIVE CONSTRAINTS
Tracking error budget0.50%
Turnover ceiling15%
Wash-sale protectionOn
Reference calculation
Illustrative