PORTAX 8.9 Features

  • After-Tax Portfolio Optimization and Asset Allocation

  • Multiple Period Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes, After-Tax Returns and Alpha Perfomance for each asset.

  • Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual.

  • Margin Trading with borrowed funds.

  • Sub Portfolios for Modeling Different Tax and Ownership Structures

  • International Asset Class Return Series for Forecasting Model Inputs

  • Monte Carlo Simulation for Constructed Portfolios

  • What If Portfolios for Creating and Comparing Custom Portfolios

  • International Currencies and Tax Rates for Modeling Around the World

  • Economic Cycles and Shifts with time varying asset statistics.

  • Extensive Private Branded Client Reporting

Published Testimonial (Excerpt)
Doug Rodgers, CFA
"The one system that to my knowledge is still the industry benchmark is PORTAX ... {It] takes the current cost basis into account of existing holdings and can model various estate structures out to over 100 years. Taxes become the third axis to return and risk. It allows a practitioner to analyze the tax impact when considering adopting another mix. It is extremely complex requiring training for both execution and interpretation but, if mastered, PORTAX offers tremendous value."
IMCA Investments & Wealth Monitor, "Tax-Aware Investing", Jan-Feb 2015

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Contact Us
PortaxSoftware, LLC
258 A Street
Suite 1-14
Ashland, OR  97520  USA