Tax & Capital Gains Management

Add a dedicated Tax Center that understands the user’s country, tax residency, account type and tax year.

It should track and estimate:

• Capital gains and losses

• Dividends and interest

• Foreign investments and withholding tax

• Tax implications of different account types (e.g. ISK vs. regular brokerage)

Tax calculations should use country and year specific rules with a clear explanation of how each amount was calculated.

A useful addition would be a ‘What happens if I sell this?’ view showing the estimated tax impact of selling an investment.