PORTAX After-Tax Portfolio Analysis

The Margin Editor sets up existing individual assets from the Assets Editor for margin trading.  A single asset is designated as the Margin Cash asset for borrowing funds. The other assets can be set as Margin Assets which allows their allocations to potentially exceed 100%.  Correspondingly, the total allocation of all assets besides the Margin Cash asset will exceed 100% when the Margin Cash asset has a negative allocation indicating borrowed funds.
 

PORTAX also has the ability to handle sub portfolios with separate margin accounts for more complex modeling