Open criccomini opened 2 years ago
I think the initial implementation should not consider tax loss harvesting, but should consider short/long term capital gains, and should use stock lots to prioritize sales.
I'm not sure whether we really need to consider fees in the MVP. I'm leaning towards no, but could be convinced otherwise.
Neither SimpleAdvisor nor AssetClassAdvisor consider cost, namely:
ORA should provide an asset class advisor that is tax- and cost-aware.